Mutual Success Plan

The Mutual Success Plan is a collaborative document reviewed by ModernFi and your credit union to ensure a successful partnership. It serves as a roadmap and tracker throughout onboarding and beyond, aligning both teams on shared goals while ensuring a clear path to growth. The Mutual Success Plan covers:

1. Key Objectives: Your specific goals for deposit growth, member retention, and more
2. Deliverables: What ModernFi provides, including program management, training, and marketing support
3. Timelines and Milestones: Key stages like onboarding, fund movement, and account setup
4. Roles: Owners and roles for both teams to ensure strong communication
5. Success Metrics: Measurable outcomes to track your success over time

By keeping both sides aligned and on track, the Mutual Success Plan ensures your long-term success.