Connected CU Onboarding & Reboarding Case Study

You’re probably familiar with the process of onboarding. In the first 90 days of membership, new members are welcomed and informed about products and services available to them through a series of communications and points of contact. But there is a world of potential in offering a parallel program to your current members called reboarding. They may have been introduced to your offerings when they first joined, but they can benefit from reminders and a consistent flow of information to keep them engaged. Members can also benefit from a combination of onboarding and reboarding. Keep their business and attention with automated, custom-designed onboarding and reboarding programs

Category: Case Study
Services: Marketing

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