New Member On-Boarding

Your Best Loan Marketing Audience

It should go without saying that your new members have ALL of their financial relationships elsewhere! That means that they are the perfect audience to learn about your superior rates and member service.

Furthermore, new members are in an especially receptive frame of mind. They are new to your credit union and they are ready to hear about all the wonderful advantages you offer over banks, dealerships, payday lenders, and the like.

If you are not already using a well crafted and scheduled New Member On-boarding process, we can help you get that started. It can be easy and inexpensive to have a scheduled series of branded email messages and even text messages go out to new members to tell them about your best and most attractive products and services and promotional offers.

One of those on-boarding messages should definitely be focused on saving money on their loans, credit cards, and lines of credit. A new member welcome message teaching members about your great rates, giving them compelling offers for moving their loans to your credit unions, and sending those members to a dedicated new member Loan Saver page will create an ongoing stream of highly qualified loan leads across a wide variety of lending products for your team.

Learn About Member Savings Challenges >>