Customer Case Study: Credit Union of America automates vehicle title collection & saves time. Eliminated 5 hours of campaign set-up time per week (260 hours per year).>> Read the case study
BREAKING NEWS
If new account openers don’t engage in the first 30 days, they probably never will. Use the platform to motivate customers to use services like online and mobile banking, automatic payments, direct deposits, eStatements, cards, and more. Become their primary financial institution. Drive account activation
When customers and members turn to your institution for additional products and services, they’re more profitable and likely to stick around. Use the platform to deepen relationships. Access best-practice campaign templates and deliver personalized, targeted offers that convert. Increase cross-sell
Enrolling in digital services is one thing, using them regularly is another. Create campaigns that educate people and businesses on how to use all of the cool features that you offer like online and mobile banking services, peer-to-peer payments, and remote deposit capture. Maximize satisfaction
Deliver digital messages and personalized microsites that make it easy to adopt additional products and account-related services.
It’s more effective to market products and digital services with digital communications. It’s more cost efficient, and it’s easier to test, track, and optimize performance. Learn how you can improve efficiencies.
With the Digital Onboarding platform, campaign setup is easy and core integration is not required so you can launch your first campaign within weeks. Learn more about our implementation process and how you can get started.
Our Account Management team will be your secret weapon. We’ll help you sail through the implementation process, launch best-practice campaigns, measure results, recommend optimization strategies, and share ideas to help you succeed.
See how we helpOur platform supports banks and credit unions of all sizes, investment management firms, and credit card companies. Learn more about our customers and what they have to say.
+100% lift in eStatement enrollment
“Promoting digital services using digital communications just makes sense. I could not be happier with the results!”
Michael Powers
CSO, VP Marketing & Lending
Garden Savings FCU
+100% lift in credit card cross-sell rate
“I wouldn’t have invested in the platform if I didn’t think it would deliver better results. This is exactly what direct marketing in the financial services space has needed for 20 years.”
Jay Lassiter
VP of Marketing & Payments
Certified FCU
18:1 gross profit ROI for pre-qualified mortgage offer
“We are absolutely thrilled with the results! The Digital Onboarding platform has been instrumental in helping us far exceed our goals."
Abbie Jones
VP of Marketing
Alliance CU
What our customers have to say
What our customers have to say
What our customers have to say
“We would recommend them anytime, anywhere, to anyone.”
Alina Murcar
Digital Marketing Specialist
Canopy CU
Help customers adopt direct deposits, digital banking, eStatements, automatic card payments, and more.
Reach them before they shop around. Deliver personalized cross-sell offers that convert.
Show them how to use digital banking, P2P payments, and remote deposit capture.
Help customers adopt direct deposits, digital banking, eStatements, automatic card payments, and more.
Reach them before they shop around. Deliver personalized cross-sell offers that convert.
Show them how to use digital banking, P2P payments, and remote deposit capture.
Grow card transactions
Give them a way to simultaneously update their default payment methods at places like Amazon® and Venmo®.
Drive direct deposits
Direct deposits drive primacy and profitability. Help customers and members enroll in direct deposit in seconds.
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Boost app downloads
Help them download the right mobile banking app for their iOS or Android device with a click or QR code.
Share data securely
Share account & member numbers securely to support direct deposit & digital banking enrollment.
Provide digital support
Integrate your automated chat or interactive video support tools into any personalized microsite.
Capture email & text message opt-ins
Capture emails, mobile numbers, and consent to email and text people.
Automatically trigger personalized emails & text messages
Link messages to microsites that are customized on the fly
Embed digital tools with just one click
We’ll help you sail through implementation, launch best-practice campaigns, measure results, and optimize your campaigns.
We've got you coveredWe’ll help you sail through implementation, launch best-practice campaigns, measure results, and optimize performance.
We've got you covered
“Promoting digital services using digital communications just makes sense. I could not be happier with the results!”
- Michael Powers, CSO, VP Marketing & Lending
+100%
lift in eStatement
enrollment
“I wouldn’t have invested in the platform if I didn’t think it would deliver better results. This is exactly what direct marketing in the financial services space has needed for 20 years.”
- Jay Lassiter, VP of Marketing & Payments
+100%
lift in credit card
cross-sell rate
“We are absolutely thrilled with the results! The Digital Onboarding platform has been instrumental in helping us far exceed our goals."
- Abbie Jones, VP of Marketing
18:1
gross profit ROI for
pre-qualified
mortgage offer
Quick launch
No heavy IT lift
No software install
Dedicated support
Pre-built campaigns
Automated targeting
Our platform doesn’t just let you communicate. It makes it easy for people & businesses to adopt more products & services.
Make it easy to opt-in to text messages, retrieve account and member numbers, enroll in services, and accept pre-approved offers. Add our widgets and tools to microsites, landing pages, and your digital banking promo units.
Make it easy to opt-in to text messages, retrieve account and member numbers, enroll in services, and accept pre-approved offers. Add our widgets and tools to microsites, landing pages, and your digital banking promo units.
Schedule reminder messages to nudge customers and members into taking action. Link email and text messages to personalized microsites or landing pages.
Schedule reminder messages to nudge customers and members into taking action. Link email and text messages to personalized microsites or landing pages.
Show the same next-best actions inside digital banking. Embed our widgets and tools into the experience. Help them enroll in services and accept pre-approved offers in seconds with our Cross-Channel Engagement Tool.
Show the same next-best actions inside digital banking. Embed our widgets and tools into the experience. Help them enroll in services and accept pre-approved offers in seconds with our Cross-Channel Engagement Tool.
Embed your automated or live chat into any Digital Onboarding microsite or landing page with a single line of code. Help account holders accomplish their tasks without making them call or visit. Give personal bankers a way to stay connected from a distance.
Embed your automated or live chat into any Digital Onboarding microsite or landing page with a single line of code. Help account holders accomplish their tasks without making them call or visit. Give personal bankers a way to stay connected from a distance.
Other platforms use flat data models. They don’t understand multi-product relationships. Marketers waste time importing and manipulating data. Easily connect customers and members to products, households, and businesses with our relational data model.
It’s a platform exclusively for financial institutions that have common goals. See how campaigns impact your bottom line. Compare your performance to other institutions using the platform. Adopt winning strategies to maximize results with analytics and insights.
Other platforms use flat data models. They don’t understand multi-product relationships. Marketers waste time importing and manipulating data. Easily connect customers and members to products, households, and businesses with our relational data model.
It’s a platform exclusively for financial institutions that have common goals. See how campaigns impact your bottom line. Compare your performance to other institutions using the platform. Adopt winning strategies to maximize results with analytics and insights.
*Customer satisfaction survey results (March 2024). Percent of live customers being satisfied or very satisfied.
Our platform doesn’t just help you communicate. It motivates people and businesses to take action. See the results.
TruStone Financial gets non-digital banking members to use digital services & exceeds digital engagement goal by 263%
Read full case study
Leader Bank reduces inbound calls by 27% by helping clients understand escrow adjustments
Read full case study
OCCU helped 50% more indirect auto members to adopt eStatements & reduced length of time to enroll by 63%
Read full case study
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