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Connected CU Onboarding & Reboarding

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

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