When new members join credit unions, it’s well known that this time period is essential in selling them certain products and services that will meet their financial needs. To accomplish this goal, credit unions are in constant contact with their new members to induct them into the credit union and all its offerings – a process called “onboarding.”

Sb1 Federal Credit Union ($490 million; 32,881 members; Philadelphia, PA) was searching for a tool to facilitate its onboarding process and has signed with fiVISION, a CRM solutions provider that enables enhanced member service and sales for credit unions, to use the company’s memberWORKS product as a contact
management system to support this process. Sb1 goes live with memberWORKS in early November 2009.