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Oct 26, 2024

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5

Best Practices for Onboarding

From a strategic perspective, the initial 3 to 6-month period following the acquisition of a new member may be the single most important phase of the entire member journey in terms of opportunity for deeper engagement, establishing the foundation for a positive, long-lasting relationship.

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"My 15 years of leading financial institutions gave me a deep understanding of what data teams need to be successful. I believe Strum Platform is the future."
- Laurie Flanders, VP of Client Solutions at Strum Platform