Onboarding

Onboarding 2017-08-31T19:37:45+00:00

Welcome and inform your newest members

When new members are aware of and understand all your beneficial products and services, they can help your credit union grow. With a wide array of financial options, you need an affordable, effective way to educate members so they can absorb the information over time. Once they join, let us help you follow up with strategic, relevant onboarding materials. (View examples in our Gallery.)

  • Cross-sell your products and services through the perfect combination of:
    • Monthly Letters
    • Follow-up Postcards
    • Website Landing Pages for easy ROI measurement
  • We help you create your custom onboarding content:
    • Products / services messaging
    • Branded template layout and response devices
    • Data parameter assistance
  • Live data samples provided monthly to ensure rates and information are always current.
Contact Us for Onboarding Samples

The Designer’s Desk helped us develop a new-member onboarding system that cross-serviced members in the critical first 90 days of membership. We love how well organized and responsive The Designer’s Desk is, and appreciate them keeping US on schedule! They are professional, friendly, and truly great to work with.

N. Baker, Dominion Energy CU