Onboarding for Bank Marketing and Credit Union Marketing

Build loyalty, reduce attrition and gain market share.

Make every relationship count with’ onboarding program—the most efficient, effective way to cross-sell and broaden account relationships at your bank or credit union.

The Problem
One in three of your accountholders is currently considering offers from other credit unions or banks, and one in four will close an account within the first year. 

The Solution
Let create a comprehensive onboarding campaign to help you…

Build Loyalty - On average, online banking users are 44% less likely to leave their financial institution, while active bill pay users are 76% less likely to leave. 

Reduce Attrition - Effective onboarding can reduce first-year attrition by up to 50%. 

Bolster Your Bottom Line - People who say they are “truly loyal” to their bank or credit union have 75% higher outstanding balances.

Gain Market Share - 73% of cross sales occur during the 90-day “honeymoon period” after a new relationship is established.

Onboarding from uses a variety of direct mail tools to reach out to your audience—each featuring a particular product or service. Check out this example series: 

Mailing 1: Welcome your new accountholder/member and introduce your bank or credit union
Mailing 2: Checking
Mailing 3: Deposits
Mailing 4: Mortgage
Mailing 5: Home Equity
Mailing 6: Credit Cards 

Affordable Pricing

  • Free copywriting
  • Unlimited design time
  • First proof in 10 days or less

Request Samples | Request a Quote

What Our Customers Are Saying

“We began our onboarding program with in 2008 with the goal of increasing our products per member and to become the primary financial institution for our new members. Since the program began, we’ve recorded noticeable growth in the rate of products per member!”

- Michelle Peterson, Via Credit Union