ONBOARDING MANAGER

Datava’s Onboarding Manager ensures consistent implementation of the credit union’s onboarding process and allows management to hold employees accountable for the member experience

Employees are provided with a daily list of onboarding action items. Member emails and form letters are quickly and efficiently generated at the prescribed time. Managers get real-time updates on employee and branch performance

See Demo

Automated Scheduling

Ensure every prospect and member receives follow-up with automated scheduling that syncs with employee calendars and sends reminders

Dashboards

Improve employee productivity with easy-to-understand dashboards, automated task lists, follow-up scheduling, and collaborative member management.

Closed Account Alerts

Reduce lost members with closed account alerts. These alerts allow employees to proactively reach out to members before the relationship is lost.

Data Syncing

With members profile syncing, analyze when new members are opening additional accounts, using your product, and/or other major retention events.

Managerial Notifications

Managers are always “in the loop” with automated alerts for missed/late tasks, managerial preview of employees schedules, and real-time insight into pipeline and onboarding progress for each prospect and member.

Next Best Product Prompts

Anticipate member needs during the onboarding process with next-best product prompts.
ONBOARDING DASHBOARD
At a glance, assess onboarding effectiveness and identify and recover at-risk accounts. Facilitate new member onboarding, increasing the likelihood that members adopt you as their primary institution.