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 

We can even include a survey so you can gauge their experience with you.

Read Real Results | View Another Sample | Request a Welcome Kit Request a Quote


What Our Customers Are Saying

“When we needed a way to reach out to our new members, made the campaign a snap with their Marketing Automation. They gave us excellent designs and user-friendly layouts that were a vast improvement over our previous welcome email – and, they gave us amazing results! I’m so grateful for how easy they made it for us to connect with our members.”

- Atlantic Federal Credit Union