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
> Read more
Customer Case Study: First Heritage FCU saved paper and increased eStatements by 38%>> Read the case study
BREAKING NEWS
Most platforms use flat data models. They’re fine for e-commerce. They don’t understand multi-product or household relationships. You’ll waste time manipulating data.
Our platform uses a relational data model. Connect customers and members to products, households, and businesses. Spot behavioral shifts. Deliver personalized campaigns that motivate action.
Most platforms use flat data models. They’re fine for e-commerce. They don’t understand multi-product or household relationships. You’ll waste time manipulating data.
Our platform uses a relational data model. Connect customers and members to products, households, and businesses. Spot behavioral shifts. Deliver personalized campaigns that motivate action.
Set targeting rules once. Campaigns automatically trigger as contacts meet the criteria. Target based on contact, account, and business objective data points.
Leverage insights and retarget account holders based on their behaviors. Deliver timely information and offers.
Most platforms make you communicate about one account at a time. What if someone has three CDs coming up for renewal?
Most platforms make you communicate about one account at a time. What if someone has three CDs coming up for renewal?
Institutions mail NSF and low-balance notifications because other platforms make it hard to deliver the same notification twice. People don’t hear about problems for days.
Institutions mail NSF and low-balance notifications because other platforms make it hard to deliver the same notification twice. People don’t hear about problems for days.
Institutions can’t share login and other sensitive information over the phone. People must wait for the mail or drive to the branch for help.
Institutions can’t share login and other sensitive information over the phone. People must wait for the mail or drive to the branch for help.
The platform is built to support bank and credit union data. You may import data via API, SFTP, or CSV upload. Using these methods, we can integrate any core, online banking solution, online account opening solution, or customer relationship management platform.
Use our Data Connector tool to share and update data across systems via APIs, webhooks, file transfer support, or hundreds of standard data connections. Quickly get data into our platform or export platform data to update other systems:
Make sense of multi-product households. Relate to them holistically. Make core system data understandable.
Make sense of multi-product households. Relate to them holistically. Make core system data understandable.
Most marketing automation platforms use flat data models. They’re fine for e-commerce but don’t understand multi-product or household relationships. Every time you import data, you’ll waste time relating customers and members to their accounts.
They’re fine for e-commerce but don’t understand multi-product or household relationships. Every time you import data, you’ll waste time relating customers and members to their accounts.
Your core banking system uses a relational data model. Customers or members are associated with their accounts. Our platform also uses a relational model. It makes banking data easy to leverage and translates product codes into something people understand.
Spot behavioral shifts. Deliver personalized campaigns that motivate action. Stop wasting time. Easily connect customers and members to products, households, and businesses.
Customers' and members' Unique IDs and our relational database automatically associate all of the products and services people adopted. Your Unique Product Codes contain all relevant product attributes (e.g., product descriptions, vanity product names, eligible services, etc.). When you update product attributes once, they populate everywhere.
Set targeting rules once. Campaigns automatically trigger as contacts meet the criteria. Target based on contact, account, and business objective data points.
Target account holders that don’t have a particular product and meet your cross-sell criteria (e.g., they do not have a CD but have a checking or savings balance of $25K+)
Institutions mail notifications because other platforms make it hard to deliver the same notification twice. People don’t hear about problems for days. Power near real-time account alerts via text message and email for failed debit PIN, failed login, insufficient funds, etc.
The platform offers flexibility in communicating with customers and members with multiple accounts.
Set targeting conditions and communicate about each product individually. Make it easy for customers and members to take action on each item separately (e.g., expiring CDs)
Set targeting conditions and communicate about multiple products at once. Make it easy for customers and members to take action on all items (e.g., expiring CDs)
Communicate about each product individually
Target account holders that don’t have a particular product and meet your cross-sell criteria (e.g., they do not have a CD but have a checking or savings balance of $25K+)
Institutions mail notifications because other platforms make it hard to deliver the same notification twice. People don’t hear about problems for days. Power near real-time account alerts via text message and email for failed debit PIN, failed login, insufficient funds, etc.
The platform offers flexibility in communicating with customers and members with multiple accounts.
Set targeting conditions and communicate about each product individually. Make it easy for customers and members to take action on each item separately (e.g., expiring CDs)
Set targeting conditions and communicate about multiple products at once. Make it easy for customers and members to take action on all items (e.g., expiring CDs)
Leverage insights to retarget account holders based on their interactions. Deliver timely information and offers.
Card transactions
Target contacts who update their card on file for certain retailers and use that data to offer special rewards (e.g., Black Friday promotions).
Courtesy pay
Target contacts who incur insufficient funds and let them enroll with an eSignature.
Overdraft protection
Target contacts who repeatedly overdraft or have low balances. Deliver education and overdraft protection offers. Help them develop healthy habits to manage their money.
Direct deposit set up
Automatically remind people that they still need to set up direct deposit, and use our Direct Deposit Widget to make it easy.
Full paycheck direct deposit
See that a contact deposited a percentage of their paycheck and retarget with offers to get the full paycheck.
This completely customizable widget shows all of a customer’s or member’s accounts that meet your targeting criteria. If sensitive data fields are present, details will be hidden until the account holder is authenticated. It’s easy to implement. Simply drop the widget into a page with a click, pick the columns that match your campaign, and adjust the colors and styles to match your brand.
Use our Secure Personalization Widget to let customers or members reveal sensitive information when they authenticate themselves with a secure token.
Safely display private data like usernames and account numbers so people can enroll in account-related services. Guide them through system upgrades and M&A events.
Use our Secure Personalization Widget to let customers and members reveal sensitive information when they authenticate themselves with a secure token.
Safely display private data like usernames and account numbers so people can enroll in account-related services. Guide them through system upgrades and M&A events.
You can’t share login and other sensitive information over the phone. Account holders must wait for the mail or drive to the branch for help. It prevents them from engaging.
Help them get back on track during M&A, system upgrades, and routine events. Instantly and securely share what they need.
You can’t share login and other sensitive information over the phone. Account holders must wait for the mail or drive to the branch for help. It prevents them from engaging.
Help them get back on track during M&A, system upgrades, and routine events. Instantly and securely share what they need.
Let’s face it: Consumers won’t understand core system product details. Our platform translates core data into something people understand.
Assign product names, descriptions, and service eligibility criteria to product codes straight from your core or other platforms already in your tech stack. Update account details once to make global changes.
Use our Survey Widget to understand peoples’ needs and challenges. Discover what they want, and understand why they’re stuck. Find out who plans to buy a home, have a child, sell a business, and more. Instantly retarget them with relevant education and offers.
The platform is built to support bank and credit union data. You may import data via API, SFTP, or CSV upload. Using these methods, we can integrate any core, online banking solution, online account opening solution, or customer relationship management platform.
Use our Data Connector Tool to share and update data across systems via APIs, webhooks, file transfer support, or hundreds of standard data connections. Quickly get data into our platform or export platform data to update other systems.
Core banking system
Digital banking system
Marketing or email automation (e.g., Marketo, Salesforce Marketing Cloud, Hubspot, Constant Contact, etc.)
The platform is built to support bank and credit union data. You may import data via API, SFTP, or CSV upload. Using these methods, we can integrate any core, online banking solution, online account opening solution, or customer relationship management platform.
Use our Data Connector Tool to share and update data across systems via APIs, webhooks, file transfer support, or hundreds of standard data connections. Quickly get data into our platform or export platform data to update other systems:
Automate & streamline manual processes. Replace mailers & manual work. Save time & deepen relationships.
Download fileSign up for Digital Onboarding emails
You'll receive exclusive content including: timely and timeless news stories, research, and financial services industry insights. You may unsubscribe at any time.
ABOUT US
Our story© 2024 Digital Onboarding, Inc.
