Effective and efficient – by pairing our onboarding program with Marketing Automation, we make it easy for Superior Choice Credit Union to turn new accountholders into trackable leads. New members receive an attractive welcome letter and email that offer a $5 gift card incentive and provide a general URL, which leads to an online landing page. When members click the email link or complete the landing page form, they become trackable. Then their webpage visits automatically trigger appealing emails about e-services, business accounts, deposit accounts or loans, providing timely, personalized offers. We also created separate messaging to achieve similar goals and results for members coming in through direct lending at auto dealerships. Loyalty increases, and relationships expand; this is a targeted marketing machine!