--- title: Prisma's Marketing automation Blog | Onboarding description: Onboarding | Our blog talks about omnichannel marketing for banks and credit unions. Prisma Campaigns is an all-in-one marketing automation software for financial institutions. --- [![Prisma Campaigns](https://resources.prismacampaigns.com/hubfs/Logos/prisma-campaigns-logo.svg "Prisma Campaigns")](https://prismacampaigns.com/) - Challenges we solve - [Grow membership](https://prismacampaigns.com/challenges/grow-membership/) - [Drive loan and deposit growth](https://prismacampaigns.com/challenges/drive-loan-and-deposit-growth/) - [Improve member's financial well-being](https://prismacampaigns.com/challenges/improve-member-financial-wellbeing/) - [Elevate digital experiences](https://prismacampaigns.com/challenges/elevate-digital-experiences/) - [Do more with existing resources](https://prismacampaigns.com/challenges/do-more-with-existing-resources/) - [Our solution](https://prismacampaigns.com/features/) - [Marketing automation](https://prismacampaigns.com/features/) - [Predictive analytic models](https://prismacampaigns.com/offer/predictive-analytics/) - [Direct deposit switch](https://prismacampaigns.com/offer/direct-deposit-switch/) - [Migration services](https://prismacampaigns.com/migration-services/) - [Prisma campaigns accelerator](https://prismacampaigns.com/offer/campaigns-accelerator/) - Resources - [Blog](https://resources.prismacampaigns.com/blog) - [News](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Digital library](https://prismacampaigns.com/digital-library/) - [Webinars](https://prismacampaigns.com/webinar-recordings/) - [Short videos](https://prismacampaigns.com/mapping-the-data-maze-short-video-series/) - [Case studies](https://prismacampaigns.com/case-studies/) - Our company - [About](https://prismacampaigns.com/about-us/) - [Partners](https://prismacampaigns.com/partners/) - [Why Prisma?](https://prismacampaigns.com/why-prisma/) - [Request a demo](https://prismacampaigns.com/schedule-demo/) # onboarding Topics | Subscribe | Trending 04 Dec 2025 [Digital Marketing](https://resources.prismacampaigns.com/blog/tag/digital-marketing) [Omnichannel marketing](https://resources.prismacampaigns.com/blog/tag/omnichannel-marketing) [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) [Consumer Journey](https://resources.prismacampaigns.com/blog/tag/consumer-journey) 4 min read ## [Designing 2026: How CUs can build smarter, member-first strategies](https://resources.prismacampaigns.com/blog/designing-2026-how-cus-can-build-smarter-member-first-strategies) As 2025 comes to an end, credit unions find themselves planning in a landscape that looks very different from previous years. Digital channels have quickly become the primary way members interact... By [Florencia Dominguez](https://resources.prismacampaigns.com/blog/author/florencia-dominguez) 02 Oct 2025 [Case Studies](https://resources.prismacampaigns.com/blog/tag/case-studies) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) [Email Marketing](https://resources.prismacampaigns.com/blog/tag/email-marketing) 2 min read ## [Connected Journeys: An Automated Success Story](https://resources.prismacampaigns.com/blog/connected-journeys-an-automated-success-story) Since 1936, the Los Angeles Police Federal Credit Union (LAPFCU) has been dedicated to serving law enforcement and their families. To deepen these relationships in the digital age, LAPFCU moved... By [Florencia Dominguez](https://resources.prismacampaigns.com/blog/author/florencia-dominguez) 13 Aug 2025 [Digital Marketing](https://resources.prismacampaigns.com/blog/tag/digital-marketing) [Omnichannel marketing](https://resources.prismacampaigns.com/blog/tag/omnichannel-marketing) [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) [Consumer Journey](https://resources.prismacampaigns.com/blog/tag/consumer-journey) 3 min read ## [Lifecycle Campaigns Beyond Onboarding: Retention, Reactivation & Upselling](https://resources.prismacampaigns.com/blog/lifecycle-campaigns-beyond-onboarding-retention-reactivation-upselling) Most credit unions have strong onboarding programs in place, welcoming new members and setting the tone for a lasting relationship. Onboarding is important, but lasting member connections are built... By [Florencia Dominguez](https://resources.prismacampaigns.com/blog/author/florencia-dominguez) 01 Dec 2022 [Digital Marketing](https://resources.prismacampaigns.com/blog/tag/digital-marketing) [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) 2 min read ## [What Makes a Great Onboarding Campaign?](https://resources.prismacampaigns.com/blog/great-onboarding-campaign) The onboarding phase of a consumer journey is important because it sets the tone for the future relationship. This initial onboarding period welcomes new consumers into your financial institution and... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 02 Feb 2022 [Savvy Scenarios](https://resources.prismacampaigns.com/blog/tag/savvy-scenarios) [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) [Consumer Journey](https://resources.prismacampaigns.com/blog/tag/consumer-journey) 4 min read ## [Savvy Scenarios: Get On Board With New Consumers](https://resources.prismacampaigns.com/blog/savvy-scenarios-on-board-new-consumers) For our third Savvy Scenario, we hone in on marketing to one phase of the consumer journey. Each person’s experience with your institution is unique, and people discover new products and develop... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 29 Dec 2021 [Product Updates](https://resources.prismacampaigns.com/blog/tag/product-updates) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) 2 min read ## [New Prisma Campaigns Release - Campaign Flows](https://resources.prismacampaigns.com/blog/new-prisma-product-release-campaign-flows) Another Holiday season has arrived and we’re answering some of clients’ wish list items for Prisma’s product suite. It is no news that we at Prisma try very hard to keep up with the needs of our... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) ## Marketing automation and personalization insights for banks and credit unions delivered to your inbox. ### Topics - [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) - [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) - [Press Releases](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Events](https://resources.prismacampaigns.com/blog/tag/events) - [Omnichannel marketing](https://resources.prismacampaigns.com/blog/tag/omnichannel-marketing) - [Digital Marketing](https://resources.prismacampaigns.com/blog/tag/digital-marketing) - [Personalization](https://resources.prismacampaigns.com/blog/tag/personalization) - [Marketing](https://resources.prismacampaigns.com/blog/tag/marketing) - [Consumer Journey](https://resources.prismacampaigns.com/blog/tag/consumer-journey) - [Segmentation](https://resources.prismacampaigns.com/blog/tag/segmentation) - [Customer Data](https://resources.prismacampaigns.com/blog/tag/customer-data) - [Email Marketing](https://resources.prismacampaigns.com/blog/tag/email-marketing) - [COVID-19](https://resources.prismacampaigns.com/blog/tag/covid-19) - [Case Studies](https://resources.prismacampaigns.com/blog/tag/case-studies) - [Channel Optimization](https://resources.prismacampaigns.com/blog/tag/channel-optimization) - [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) - [Prisma Highlights](https://resources.prismacampaigns.com/blog/tag/prisma-highlights) - [Lead Generation](https://resources.prismacampaigns.com/blog/tag/lead-generation) - [Data](https://resources.prismacampaigns.com/blog/tag/data) - [Share of Wallet](https://resources.prismacampaigns.com/blog/tag/share-of-wallet) - [Webinars](https://resources.prismacampaigns.com/blog/tag/webinars) - [Customer Loyalty](https://resources.prismacampaigns.com/blog/tag/customer-loyalty) - [Product Updates](https://resources.prismacampaigns.com/blog/tag/product-updates) - [Savvy Scenarios](https://resources.prismacampaigns.com/blog/tag/savvy-scenarios) - [Cross-Sell](https://resources.prismacampaigns.com/blog/tag/cross-sell) - [Life Stage](https://resources.prismacampaigns.com/blog/tag/life-stage) - [Media](https://resources.prismacampaigns.com/blog/tag/media) - [AI](https://resources.prismacampaigns.com/blog/tag/ai) - [Gamification](https://resources.prismacampaigns.com/blog/tag/gamification) - [Nurturing](https://resources.prismacampaigns.com/blog/tag/nurturing) ### Subscribe to Email Updates ### Trending [ABA Bank Marketing Conference 2026: Turning Customer Data Into Marketing Action](https://resources.prismacampaigns.com/blog/aba-bank-marketing-conference-2026-key-takeaways) Oct 01 2026 [MAC Conference 2026: Rethinking human connection in the age of AI](https://resources.prismacampaigns.com/blog/mac-conference-2026-rethinking-human-connection-in-the-age-of-ai) Sep 23 2026 [Your credit union has the technology. Can marketing actually use it?](https://resources.prismacampaigns.com/blog/where-does-marketing-automation-fit-in-a-credit-unions-tech-stack) Sep 09 2026 [What should financial institutions look for in a marketing automation platform?](https://resources.prismacampaigns.com/blog/what-should-financial-institutions-look-for-in-a-marketing-automation-platform) Aug 20 2026 [Larky & Prisma partner to deliver coordinated omnichannel engagement](https://resources.prismacampaigns.com/blog/larky-prisma-partner-to-deliver-coordinated-omnichannel-engagement) Jul 29 2026 [SunWest FCU Selects Prisma Campaigns for Personalization & Engagement](https://resources.prismacampaigns.com/blog/sunwest-fcu-selects-prisma-campaigns-for-personalization-engagement) Jul 02 2026 [A growth-generating Referral Campaign](https://resources.prismacampaigns.com/blog/a-growth-generating-referral-campaign) Jun 18 2026 [Customer data your financial institution already has and isn't using](https://resources.prismacampaigns.com/blog/customer-data-your-financial-institution-already-has-and-isnt-using) Jun 11 2026 [The hidden cost of uncoordinated member communication](https://resources.prismacampaigns.com/blog/the-hidden-cost-of-uncoordinated-member-communication) May 28 2026 [West Community Credit Union partners with Prisma Campaigns to improve member communications](https://resources.prismacampaigns.com/blog/west-community-credit-union-partners-with-prisma-campaigns-to-improve-member-communications) May 06 2026 ![Prisma Campaigns](https://prismacampaigns.com/wp-content/uploads/2023/09/prisma-logo-wireframe-white.svg) ## Get in Touch 66 W Flagler St, 9th floor, Miami, FL, 33130, USA +1 (786) 808-1828 [info@prismacampaigns.com](mailto:info@prismacampaigns.com) ## Challenges We Solve - [Grow membership](https://prismacampaigns.com/challenges/grow-membership/) - [Drive loan and deposit growth](https://prismacampaigns.com/challenges/drive-loan-and-deposit-growth/) - [Improve member's financial wellbeing](https://prismacampaigns.com/challenges/improve-member-financial-wellbeing/) - [Elevate digital experiences](https://prismacampaigns.com/challenges/elevate-digital-experiences/) - [Do more with existing resources](https://prismacampaigns.com/challenges/do-more-with-existing-resources/) ## Product - [Marketing automation](https://prismacampaigns.com/features/) - [Predictive analytic models](https://prismacampaigns.com/offer/predictive-analytics/) - [Direct deposit switch](https://prismacampaigns.com/offer/direct-deposit-switch/) - [Migration services](https://prismacampaigns.com/migration-services/) - [Prisma campaigns accelerator](https://prismacampaigns.com/offer/campaigns-accelerator/) ## Resources - [Blog](https://resources.prismacampaigns.com/blog) - [News](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Digital library](https://prismacampaigns.com/digital-library/) - [Webinars](https://prismacampaigns.com/webinar-recordings/) - [Short videos](https://prismacampaigns.com/mapping-the-data-maze-short-video-series/) - [Case studies](https://prismacampaigns.com/case-studies/) ## Our Company - [About us](https://prismacampaigns.com/about-us/) - [Partners](https://prismacampaigns.com/partners/) - [Why Prisma?](https://prismacampaigns.com/why-prisma/) ![GDPR Compliant, SOC2, Amazon Web Services](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-logos-1.png) - [![Twitter / X](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-twitter.svg)](https://twitter.com/prismacampaigns) - [![Facebook](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-facebook.svg)](https://www.facebook.com/PrismaCampaigns/) - [![LinkedIn](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-linkedin.svg)](https://www.linkedin.com/company/prismacampaigns) Copyright © 2026 Prisma Campaigns. 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