New Member Onboarding: You've got them, now what do you do?

Tuesday, August 2 at 2pm ET/ 1pm CT/ Noon MT/  1pm PT

The Marketing & BD mind often focuses on the acquisition phase of the member lifecycle.  But with that new member in hand, do you have a plan to engage, grow, and maintain that relationship?
Join our panel of credit union experts as they share the tools and strategies they've used to build a strong member onboarding program.  Come hear more about:

  • Workflows, metrics. and messaging
  • Products & service stats and how to define success
  • New member segmentation to maximize onboarding efforts
  • Inside sales as a function of onboarding
  • Sample marketing pieces

Our Credit Union Speakers:

  • Sandi Carangi, CEO of Mercer County Community Federal Credit Union
  • Royce Ngiam, AVP Marketing of Partners Federal Credit Union
  • Josh McAfee, VP Marketing of  Leaders Credit Union 
* Required

Registration Information

Session To Attend

Additional Questions

No seats available for additional attendees.

Additional Attendees