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

Boston, MA (June 9, 2022) – UFCU, Austin’s largest locally-owned financial institution, selected the award-winning Digital Onboarding engagement platform to make it fast and easy for digital account openers to adopt account-related banking services.

Previously, a small team of UFCU employees made phone calls and sent emails to reach out to new members that opened their accounts digitally. With the Digital Onboarding engagement platform, UFCU members will automatically receive the help they need, and the UFCU team can focus on helping members with more complex issues.

“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.”

The Digital Onboarding engagement platform triggers email and text messages that connect members with personalized microsites. Digital, self-service tools help them switch their direct deposits in seconds, enroll in Online Banking and eStatements, and more. Credit union executives recently named Digital Onboarding the winner in the Digital category for CreditUnion.com’s fifth-annual Innovation Series.

“Credit unions that want digital account openers to turn into primary relationships should rethink their new member onboarding experiences, and mailers and phone calls won’t cut it,” said Ted Brown, CEO, Digital Onboarding. “UFCU recognizes that digital account openers demand personalized experiences and support whenever they need it. We are excited to help the credit union transform its new member onboarding process and achieve its vision of building a financially healthy community.”

‍About UFCU
‍As a Member-owned, not-for-profit financial cooperative, UFCU is passionate about changing lives and strengthening communities. With more than 347,000 Members in Central Texas and Galveston County and total assets (under management and serviced*) exceeding $7.8 billion, UFCU offers a variety of products, services, and education programs to empower Members in achieving financial health. For more information, please visit https://www.ufcu.org.

‍About Digital Onboarding, Inc.
‍Digital Onboarding Inc. is a SaaS technology company focused on helping banking and credit union customers activate their financial services products. Digital Onboarding provides a fully automated new account activation platform that is more efficient and effective than traditional phone calls, emails, direct mail, and print brochures, driving profit by increasing new customer and member activation rates. For additional information, visit https://www.digitalonboarding.com. For Digital Onboarding media inquiries, contact Laurie McLachlan at laurie@digitalonboarding.com or (617) 921-2916.