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November 27, 2023

East Cambridge Savings Bank selects the Digital Onboarding platform to engage checking account openers

The platform helps customers adopt banking services and additional products

“We chose the Digital Onboarding platform because we needed to make it easier for customers to add and quickly adopt services like direct deposit, bill pay, and eStatements,” said Joanne Aliber, Senior Vice President of Marketing and Strategy, East Cambridge Savings Bank. “We can now deliver personalized digital journeys that guide account openers and give them easy ways to enroll in services. Increasing adoption rates for sticky services is one of the best ways to build lasting relationships. The Digital Onboarding engagement platform is built for this.”

November 20, 2023

Buckeye State CU selects the Digital Onboarding platform to inform members, activate accounts & cross-sell

The platform helps deliver a best-in-class member experience that drives referrals

“Our best defense against competition is delivering a best-in-class experience that members tell their friends about,” said Daniel Perry, Senior Vice President and Chief Strategy Officer, Buckeye State Credit Union. “The Digital Onboarding platform ensures that members understand what we offer and turn to us first when key milestone moments occur and needs arise. We can now make it easy for people to adopt banking services and products that make their lives better. That will drive more referrals, which is key to growth.”

October 10, 2023

Legacy CU makes it easy to adopt banking services with the Digital Onboarding adoption platform

The credit union will use the platform to achieve primary financial institution status

“Generic letters and basic emails do not motivate new account openers to engage with the credit union fully,” said Leia Ragland, Assistant Vice President, Marketing and Business Development, Legacy Credit Union. “We selected the Digital Onboarding adoption platform because members can enroll in direct deposit online in seconds and make our card their default payment method at their favorite merchants. We can now deliver highly personalized onboarding journeys for every member and see the results in real-time. It is the ideal solution for credit unions focused on maximizing organic growth!”

September 18, 2023

Pittsford FCU selects the Digital Onboarding platform to fuel organic growth

“Credit unions that deliver an exceptional member experience can drive significant organic growth,” said Meredith Constantino, Branch Manager, Pittsford Federal Credit Union. “The Digital Onboarding adoption platform makes it easy for members to adopt services like direct deposit, mobile banking, and eStatements. It also makes it easy for a credit union with a small team to deliver personalized journeys that motivate action. The platform is a key part of our strategy to become members’ primary financial institution.”

September 11, 2023

ZYNLO Bank selects the Digital Onboarding adoption platform to deepen relationships from a distance

“Banks can acquire accounts online all they want, but that does not mean those customers will deposit their paychecks and transact,” said Brittny Williams, F.V.P., Digital Growth and Partnerships, ZYNLO. “To build a profitable digital-only bank, institutions must ensure they can effectively turn account openers into deep relationships. The Digital Onboarding adoption platform is integral to our growth strategy.”

August 14, 2023

Quincy CU selects the Digital Onboarding adoption platform to engage new members

“We chose the Digital Onboarding platform because of the rave reviews and our positive impressions of the team,” said Deborah Schopperle, Director of Marketing, Quincy Credit Union. “We know that we will receive the advice and support we need. The platform is uniquely designed to help us engage members as soon as they join, and it will be key to building long-lasting relationships. We are excited to deliver the best-in-class new member experience they deserve!”

April 3, 2023

Digital Onboarding Collaborates with Jack Henry to Turn Account Openers into Profitable Relationships with Friction-Free Activation & Cross-Selling

"Bank and credit union marketers that personalize their messages and deliver them consistently across channels will prevail over institutions that rely on generic marketing,” said Jennifer Packard, Chief Product Officer, Digital Onboarding. “We collaborated with Jack Henry to give institutions that use the Banno Digital Platform the ability to deliver enrollment tools and personalized promotional units that drive product and service adoption. The platform is fully automated, so it always presents customers and members with offers and education that are relevant to where they are in their financial journey.”

March 31, 2023

Chief Marketing Officer for Digital Onboarding grossly underreported new business wins

A bunch of banks and credit unions adopted the platform, and no one knew about it

Just before midnight, company officials at an undisclosed Honky Tonk spoke with an undercover reporter disguised as a rookie barrel racer. One official told the reporter in no uncertain terms that the company had built new relationships with “a bunch of banks and credit unions” but failed to issue press releases because “there were too many good things happening” to keep everyone informed at all times.“

June 9, 2022

UFCU Leverages Award-Winning Digital Onboarding Platform to Improve Member Engagement

Credit union makes it easy for digital account openers to start using their products

"UFCU’s vision is a financially healthy community,” said Michael Irwin, Director of Digital Strategy and Innovation, UFCU. “We need to deliver personalized and actionable experiences that meet our members’ evolving needs and expectations, and we must be able to deliver those experiences day and night. The Digital Onboarding solution is an important piece in helping us achieve our vision. In addition, the integration with Symitar Episys means we can automate our outreach while ensuring that our members get help when they need it.”

May 17, 2022

Lanco FCU Adopts the Digital Onboarding platform to deepen member relationships

Credit union leveraging the Digital Onboarding engagement platform through its partnership with Member Driven Technologies

“We were searching for a solution that could help us achieve our member engagement goals and would be easy for our small team to operate,” said Amy Good, Marketing Manager, Lanco Federal Credit Union. “The Digital Onboarding platform appears to be the perfect solution! I appreciate that the pre-built campaign templates will allow us to launch our first campaigns quickly, and the self-service enrollment tools will make it easy for our members to start using account-related services. I am also excited to use the platform to better engage with our indirect auto loan holders to expand upon those membership opportunities.”

June 6, 2022

FVSBank Bridges the Gap Between Account Opening and Account Utilization

Bank leveraging the Digital Onboarding engagement platform to turn account openers into deep and profitable relationships

“With the Digital Onboarding engagement platform, we can automate the new account activation process,” said Kirsten Quam, Chief Marketing Officer, FVSBank. “The platform’s self-service enrollment tools make it easy for members to adopt banking-related services. It is the missing link between the account opening and account activation processes, and I am thrilled we found it!”

April 27, 2022

Community Service Credit Union Enables Members to Adopt Services at Lightning Speed

Credit union leveraging the award-winning Digital Onboarding platform to deepen member engagement

“We are committed to making the new member onboarding process faster and sleeker for members and credit union staff,” said Christa Bryce, Marketing Manager, CSCU. “The Digital Onboarding platform makes it easy for people to adopt all of CSCU’s banking services. It also makes it easy for members to track their progress towards becoming a fully engaged member, and it will give us the same visibility.”

April 4, 2022

Gulf Credit Union Adopts The Digital Onboarding Platform To Achieve Primary Financial Institution (PFI) Status

Credit union leveraging the Digital Onboarding engagement platform to increase account activation and loan cross-sell rates

Gulf Credit Union selected the award-winning Digital Onboarding engagement platform to help members fully activate their new accounts and motivate them to turn to the credit union when they need a loan.

March 31, 2022

Associated Healthcare Credit Union Adopts The Digital Onboarding Platform To Expand Member Relationships

Credit union leveraging the Digital Onboarding engagement platform to increase account activation and cross-sell rates

Associated Healthcare Credit Union (AHCU), which has been serving healthcare employees, professionals, and their families for more than 69 years, selected the award-winning Digital Onboarding engagement platform to motivate members to adopt core banking services and additional products.

March 23, 2022

Deseret First Credit Union Selects A New Platform To Increase Average Products Per Member

Credit union leveraging the Digital Onboarding engagement platform to deepen relationships with auto loan holders and other members

Deseret First Credit Union, with more than 72,000 members and $922 million in assets, selected the award-winning Digital Onboarding engagement platform to deliver personalized experiences that motivate members to turn to the credit union as additional financial needs arise.

March 8, 2022

CreditUnions.com Announces 2022 Innovation Series Winners

Washington, DC – Digital Onboarding, Zest.ai, and Illuma are the winners of CreditUnions.com’s fifth-annual Innovation Series. The 2022 series explored innovations in three categories: digital, lending, and member experience.

Digital Onboarding impressed viewers with its engagement platform. The engagement platform was co-developed with DCU to turn account openers into fully engaged relationships. Email and texts link members to their personalized microsites. Self-service tools aim to simplify the process of adopting digital banking, enrolling in direct deposits, and updating default payment methods at merchants like Amazon and Venmo. The result is a platform that was purpose-built to help credit unions fortify their member relationships.

January 31, 2022

4Front Credit Union Reinvents the New Member Experience With Personalized Digital Journeys

Credit union leveraging the Digital Onboarding engagement platform to deliver a smart, simple experience.

4Front Credit Union, with more than 94,000 members across Michigan, selected the Digital Onboarding engagement platform to make it easy for members to utilize all of the account-related services that are available to them.

January 24, 2022

Rio Grande Credit Union Makes It Easy for Members To Fully Utilize Their New Accounts

Credit union leveraging the Digital Onboarding engagement platform through its partnership with Member Driven Technologies

Rio Grande Credit Union selected the Digital Onboarding engagement platform through its partnership with Member Driven Technologies (MDT), a CUSO that hosts the Episys® core processing system from Symitar® to provide a private cloud alternative for core processing and IT needs.

January 18, 2022

WyHy FCU Adopts the Digital Onboarding Platform To Engage Members Remotely

Credit union leveraging digital engagement platform through its partnership with Member Driven Technologies

WyHy Federal Credit Union selected the Digital Onboarding engagement platform through its partnership with Member Driven Technologies (MDT), a CUSO that hosts the Episys® core processing system from Symitar® to provide a private cloud alternative for core processing and IT needs.

January 10, 2022

Wailuku FCU Reinvents New Account Opener Follow Up After Members Leave the Branch

Credit union leveraging digital engagement platform to facilitate simple, personalized experiences

Wailuku Federal Credit Union selected the Digital Onboarding engagement platform to give new account openers a personalized journey with self-service digital tools to make it easy to adopt account-related services after leaving the branch.

January 5, 2022

Peoples Advantage FCU Selects The Digital Onboarding Platform To Deliver Personalized Member Journeys

Credit union leveraging digital engagement platform through its partnership with Member Driven Technologies

Peoples Advantage Federal Credit Union (PAFCU) selected the Digital Onboarding engagement platform through its partnership with Member Driven Technologies (MDT), a CUSO that hosts the Episys® core processing system from Symitar® to provide a private cloud alternative for core processing and IT needs.