Bank and Credit Union Onboarding Schedules


The days of one-sized fits all onboarding plans are long gone. If you're only onboarding your newest relationships, then you're missing a huge opportunity for growth.

Start onboarding everyone based on the specific accounts they open, and find out why the future of onboarding is product based.

How to Build Product-Based Onboarding Schedules


Who

Define your onboarding audiences based on the accounts that they open.

What

Identify product offers to promote that go-with the opened account.

When

Establish the timing, frequency, & cadence of your messaging.

New Relationships


It can cost a lot of money to acquire new customers, so onboarding them is a must. Let each new relationship know how much they mean to you now and over every anniversary.

New Relationship Onboarding
Click through for examples of custom welcome and anniversary messaging. And start communicating throughout the lifecycle of each of your relationships.
Checking Account
Grab our onboarding schedule and go-with product recommendations for checking accounts.
Savings Account
Learn messaging, timing, and cadence recommendations for savings accounts.
Money Market Account
Check out our money market communication plan, as well as our go-with and cross-sell recommendations for people who are looking for a little more interest in their lives.

Deposit Product Onboarding


Deposit account holders want a secure place to store and access their money while they watch it grow. Onboarding your deposit accounts provides insight into the specific savings needs of every account holder, while also building a trust that permits relationship expansion.


Having a specific onboarding process for all of your deposit accounts lets you solidify each and every relationship.

Deposit Product Onboarding


Onboarding new deposit account holders is a great way to expand the relationship early. We're finding that when people open deposit accounts, they're looking at the financial institution through a very specific lens. In general, deposit account holders want a secure place for their money to grow.


Having a specific onboarding process for deposit accounts lets you relay important information while solidifying each relationship.

Checking Account
Grab our onboarding schedule and go-with product recommendations for checking accounts.
Savings Account
Learn messaging, timing, and cadence recommendations for savings accounts.
Money Market Account
Check out our money market communication plan, as well as our go-with and cross-sell recommendations for people who are looking for a little more interest in their lives.