ASAPP OXP
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Member Onboarding

Create more engaged, profitable members.

Member Onboarding


When it comes to new members, a seamless experience from account origination to brand touch points makes all the difference. Our team’s experience and expertise allows us to help you make a great first impression across omnichannel touch points to keep you on-track to deliver product cross-sell opportunities, increasing share-of-wallet.

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Challenge

Many financial institutions invest large amounts of their marketing and advertising budgets trying to find and acquire new members. Unfortunately, that’s where much of the focus ends, leaving new members with a fragmented experience in their first several months of membership, post-origination. So, how do you keep new members and staff engaged and craft a member journey that prevents attrition?

 


Solution

For Northern Credit Union, the ASAPP Platform Strategy team devised a solution that included the creation a new member onboarding experience consistent across their digital ecosystem, branch network and call center, including: 

  • Initial 90-day multi-channel communication plan
  • Call scripting and pre-configured emails
  • Welcome package and ‘new to Northern’ guide
  • Integrated staff portal to facilitate new member management activities
  • Alerts and notifications for staff follow-up
  • Tracking and reporting capabilities to ensure staff adoption

 


Result

By successfully launching this strategic new member onboarding program, we were able to help Northern Credit Union achieve results that were key to surpassing their business objectives. These included:

  • A consistent new member onboarding process for branch staff that can be monitored and assessed for overall performance and staff adoption
  • Increased share of wallet YOY for new members within the first 90 days of account origination
  • Increased number of new members using online banking in the first 90 days of account origination
  • Increased member satisfaction with the account opening process

 


Latest News


Sudbury Credit Union becomes latest Canadian credit union to license ASAPP OXP™ | Omnichannel Experience Platform
Sudbury Credit Union becomes latest Canadian credit union to license ASAPP OXP™
ASAPP OXP™ is excited to announce Sudbury Credit Union has signed an agreement which will enable Sudbury Credit Union to leverage Canada’s most complete omnichannel experience platform, across its branch network and through digital and mobile channels for member self-serve and member-assisted origination transactions.
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ASAPP OXP™ launches version 14.0, simultaneously upgrading all Client-Partners
ASAPP OXP™ launches version 14.0, simultaneously upgrading all Client-Partners
This past weekend, ASAPP OXP™ launched ASAPP version 14.0 across all Client-Partners. This marks the company’s first simultaneous launch to bring all Client-Partners to the most recent version.
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