Marketing
Onboarding & Reboarding Campaigns
Connect with new & longtime members through tailored, omnichannel communication.
The Value of Onboarding and Reboarding Strategies
Onboarding and reboarding both are targeted marketing campaigns designed to inform your members of the products and services available to them. But they target different types of members. Onboarding welcomes and educates new members about product and service offerings in the first 90-120 days of membership. Reboarding is similar to onboarding, but instead, targets your longtime, established members to ensure they are aware of the products and services available to them.
Synergent brings extensive experience in crafting onboarding and reboarding campaigns to effectively communicate your offerings. Both types of campaigns boost cross-selling opportunities and member retention. With growth and satisfaction in mind, we are here to assist you in implementing onboarding and reboarding at your credit union.
To learn more about our Marketing solutions, give us a call at 800.341.0180 or contact us using the form below.

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Marketing Suite of Services Unlocks Power of Member Data
This unique subscription set blends Transactional Data Mining, Member Email Automation, and New Member Onboarding to increase member engagement, product adoption, and ROI.
Strategically Plan, Execute, and Launch Your Next Onboarding and Reboarding Campaign
Marketing consulting helps credit unions strategically plan, execute, and analyze their marketing efforts. Consulting can range from focusing on a single initiative to creating a comprehensive multicampaign marketing plan.
What Our Partners Are Saying
“Synergent provides a professional environment and delivers quality marketing assets based on content, ideas, and preferences directed by New Dimensions FCU. We are very happy with the work they did on our onboarding campaign.”
Tammy Poissonnier, Marketing Director
New Dimensions FCU