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.

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

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.

Additional Services You Might Be Interested In

Personalize Member Experiences to Connect and Engage

Onboarding and reboarding programs offer important product education to engage and re-engage your members. But not all members are looking for the same products and services. This is where messaging, strategy, and execution are key to your campaign success.

Interactive Digital Publications Bring Documents to Life

Interactive Digital Publications incorporate animation, transitions, sound, and even video into your digital document. Content is brought to life through responsive HTML, a hybrid between traditional documents and webpages, and is viewable on any device – smartphone, tablet, and desktop.

Synergent’s Award-Winning Marketing Team Gets Results

Successful campaigns leverage data to target the audience most likely to be interested in relevant credit union promotions. They also include innovative, eye-catching creative. Take a peek at our portfolio to see some examples of our award-winning work.

Related Articles

Reminding Members About On-the-Go Services

Whether you’re informing new members about the products and services your credit union provides or reminding longtime, established members of tools they may have forgotten, consider launching your next onboarding / reboarding campaign with a focus on eServices.

Award-Winning Reboarding Campaign Brings in Over $3M In New Loans and Grows Checking Accounts

A credit union partner wanted to grow their lending portfolio and checking accounts. We worked together to launch a creative, omnichannel reboarding campaign that leveraged member data to reach members most likely to take advantage of the offers.