You’ve gained a new member, but now what? Getting them to join is terrific, but getting them to choose you as their primary financial institution and lender of choice may still take some work. Use the first few months after gaining a new member to educate him or her on the wealth of products and services you offer through an onboarding campaign.
PMD will help you: select the best form of communication, be it direct mail or email, formulate your message, determine incentives, work with your IT department on list criteria, and design the pieces. Once the initial setup is complete, the campaign practically runs itself, helping you gain a higher number of products per household with an easy, streamlined process each month.