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Onboarding

WHY ONBOARD YOUR NEW MEMBERS?

New customer onboarding helps credit unions to improve engagement, share of wallet, retention and ultimately the value of it's member relationships. The goal is to show the member you know them, will look out for them and will ultimately reward them for their business.

Communicate with your members early, often and using multiple channels like direct mail, email, and even social media! Using variable data is a great way to personalize your message to your audience and build relationships with your members. Variable information can include:

• Name & Other Text

• Address

• Special Offers

• and more!