Customer Case Study: First Heritage FCU saved paper and increased eStatements by 38%>> Read the case study
BREAKING NEWS
Digital Onboarding grabs $58M to help banks with profitable customer engagement
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Customer Case Study: First Heritage FCU saved paper and increased eStatements by 38%>> Read the case study
BREAKING NEWS
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
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.
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.
Get the digital engagement platform made for banks & CUs
Help account openers adopt services & use their new accounts. Make it easy to:
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Keep existing account holders engaged & loyal. Help them:
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Build multi-product relationships. Maximize profitability. We make it easy to:
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Save time & paper with automation. Help account holders:
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.
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.
We’re here to help resource-starved teams do more. Think of us as part of your team, ready to lighten the load. Don't just take our word for it.
Learn how Del-One Federal Credit Union increased direct deposits by 40-60% by using targeted campaigns.
Learn more about how ZYNLO Bank reduced attrition rates, increased balances, the number of transactions a month per customer.
Learn how the Department of Commerce FCU used the Digital Onboarding engagement platform to build sticky member relationships and integrate with existing systems.
Hear how the Digital Onboarding platform is a game changer for First Bank of Alabama.
Engage account holders in & outside digital banking
Get ready-made campaign templates & digital tools. Make it easy for people to accept your offers, enroll in services, renew CDs, navigate a merger & more.
><Learn more
Get a clear view of the products & services your account holders use. Identify opportunities to expand relationships & see how the platform drives engagement. >>Learn more
Let our automated targeting engine do the heavy lifting. With best-practice recommendations, you’ll reach the right people—no need to create & upload lists. >>Learn more
There’s no software to install & no big demands on your IT team. We’ll help you tailor our templates or create new campaigns from scratch.
Use our Data Connector Tool to import data easily via API, SFTP, or CSV. Integrate any core, digital banking, account opening, CRM, or third-party system. >>Learn more
*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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