Is Your Onboarding Experience Built for Today’s Member?
As credit unions expand beyond their traditional footprints, digital-first service models are becoming essential. Today’s members expect more than just access. They want personalized, seamless experiences that make them feel connected from the very beginning. That’s why onboarding has become a strategic priority for credit unions looking to build loyalty in a digital-first world.
Over the past two years, People First Federal Credit Union ($898.3M, Allentown, PA) has successfully taken this challenge head-on. After changing its charter and expanding its reach to multiple new states, the credit union knew it had to do more than replicate its in-branch experience online. People First reimagined onboarding for a geographically dispersed, digitally engaged membership by building a program that’s more than just automated emails. Their program is personalized, data-informed, and designed to turn new members into long-term relationships. And it doesn’t stop there — People First’s new program puts education first, not just promotion, and is being supported by a dedicated welcome team.
Join CEO Howie Meller for a behind-the-scenes look at how Peoples First created a digital onboarding experience that helped raise their member satisfaction ratings to over 4.8, and how you can bring these successes to your own organization.
By Attending You’ll Learn:
- How to use digital onboarding to strengthen engagement with modern members.
- Ways to customize onboarding touchpoints based on member preferences and behaviors.
- How to strike the right balance between too much communication and too little.
- Practical lessons learned and proven strategies from a successful onboarding program you can apply to your own program.
