Customers

Customer stories

263%

increase digital banking adoption

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Sound Credit Union's text messaging  campaign delivered a 7% conversion rate – more than triple the industry average.

50%

more adopt eStatements

With a 25% drop in checking attrition, Island FCU also realized a 20% gain in digital banking enrollment and a 14% boost in online banking adoption.

Leader Bank achieved a 27% reduction in escrow calls, delivered clearer personalized guidance to customers, and reclaimed valuable staff time by lowering repetitive call volume.

New York University FCU kept 10% of at-risk accounts from becoming dormant while earning positive member feedback and reducing complaints.

60%

over target direct deposit adoption

Rize Credit Union acquires 33% more members, cross-sells additional products, and cuts staff workload with a simpler process.

Baton Rouge Telco Credit Union cut printing and mailing costs, saved 168 IT hours annually, and modernized CD renewals with digital automation.

UMassFive drove strong results, with 25% of existing members adopting direct deposit and 22% enrolling in eStatements through targeted outreach.

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2x

increase in credit card cross-sell

Navigant Credit Union strengthened onboarding driving 50% direct deposit enrollment, 25% eStatement adoption, and 50% debit card activation.

4x

increase in card-on-file switches

First Heritage FCU achieved a 38% lift in new member eStatement adoption, driving 400+ enrollments in the first month and more than 2,300 in just seven months.

Commonwealth One cut first-year attrition by 10%, boosted engagement across checking products, and earned positive feedback on its smoother onboarding experience.

Credit Union of America saved 260 staff hours a year, cut five hours a week from campaign setup, and improved the member experience.

115%

boost in average balances

Trax Credit Union increases survey response rate by 415% and saves $4K annually with digital surveys.

A Mid-Atlantic Credit Union achieved a 450% increase in digital banking adoption among indirect members, saw 9% open checking accounts, and saved 90 hours per month.

Harborstone Credit Union drove 60% online banking enrollment, increased SMS opt-ins to 18%, and cut checking account acquisition costs by 75%.

Digital Onboarding doesn’t just help us communicate, it makes it easy for customers to take action. The platform gives us the tools to stem attrition and build fully engaged relationships automatically!”

Brittny Williams
SVP, Digital Growth & Partnerships
ZYNLO Bank

Customer interviews

Driving adoption empowers customers to go digital

Creating loyalty through seamless experiences

Starting strong turns new accounts into engaged relationships

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