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New Member Onboarding (Make It Easy (Combine steps when possible, Limit…
New Member Onboarding
Make It Easy
Combine steps when possible
Limit unnecessary documentation
Limit redundancy
Reduce friction points
Limit cognitive load
Reduce channel switching
Large tap targets
Make Digital Smile
Match in-person Branch experience
Leverage latest tech best practices
Mobile first design
Refreshing, unique design
Surprise and delight
Speak Human
Be conversational
Be friendly
Maintain World-class Member Service
Know the Prospective Member
Device Document Scanning
Proof of school employment
Account funding
Drivers License
Auto Populate Document Info
Legal
Conditions
Disclaimers
Terms
Digital Signatures
Biometrics
Face ID
Proof of Identity
Security
Marketing
"Membership Made Easy!"
"Zero to Member in 90 Seconds!"
Photos of Members
Advertise
Social Media
Instagram
LinkedIn
Twitter
Yelp
Facebook
Traditional
Print
Billboards
Television
In-branch/ATMs
Radio
Events