Join us for an insightful webinar on prioritizing onboarding in your marketing strategy. The first 90-120 days of membership are crucial in shaping new members’ journeys and perception of your credit union.
When new members join your credit union, a well-executed onboarding process offers a warm welcome and effectively introduces them to your services through personalized communications. Whether you connect through phone calls, emails, direct mail, or social media, onboarding sets the tone for a positive member experience.
Doug MacDonald, Synergent's Marketing Solutions Executive, is prepared to guide and consult with you through the onboarding process. He has extensive experience assisting credit unions in conveying member product and service offerings through successful onboarding campaigns and will be happy to answer any questions you have.
Take advantage of the best opportunities to cross-sell additional products and services when members are most receptive to them. Moreover, a robust onboarding strategy is proven to boost retention rates, educate members, improve PFI status, and improve their experience. As growth and member experience remain top priorities, we are excited to share successful onboarding strategies.
Key Takeaways:
- Understand the importance of onboarding in your marketing plan.
- Learn how to utilize tailored, personalized communications effectively.
- Discover timely strategies to enhance the member experience.
- Gain insights on increasing member retention and cross-selling opportunities.
We look forward to sharing this valuable expertise and helping you achieve your new members’ goals!
Registration for this event is closed.