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
Struggling to retain account holders? You’re not alone. Acquiring customers & members is just the beginning. Disengaged relationships may turn to competitors when additional financial needs arise. We're here to help.
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Make engagement simple with cohesive, digital-first interactions
Make engagement simple with cohesive, digital-first interactions.
Communicate across multiple channels— in branch & in & outside digital banking.
Reach more people with less effort with a fully automated engagement platform.
Communicate across multiple channels— in branch & inside & outside digital banking.
Reach more people with less effort with a fully automated engagement platform.
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Provide digital tools that make enrolling in services & accepting product offers easy.
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Send tailored email & text messages for each account holder’s best next action.
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Educate & drive behavior with guided microsites customized for each account holder.
Help account holders act with tailored banners & digital tools inside digital banking.
Choose from our editable campaign templates or use our editor to design from scratch. Add custom CSS & widgets to bring your ideas to life.
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Set & track goals like enrolling in eStatements or signing up for direct deposit. Manage single or multi-objective campaigns.
Visualize drip campaigns with timelines. Use our drag-and-drop scheduler to add email & text touchpoints.
Automatically stop messaging once objectives are completed & hide microsite content for completed actions.
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Customize campaigns with your brand’s colors, fonts, & styles for a consistent experience.
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Ensure campaigns look beautiful on any device, with rendering preferences for mobile & desktop.
We’re here to help resource-starved teams do more. Think of us as part of your team, ready to lighten the load.
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Simplify eStatement enrollments & cross-selling without requiring digital banking logins.
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Safely display account numbers & other sensitive information.
Motivate account holders to take action inside digital banking.
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Embed chatbots, videos, images, documents & more to create dynamic campaigns.
Display details about multiple accounts at once— like maturing CDs.
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Measure satisfaction & uncover financial needs to trigger personalized offers.
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Easily capture emails, mobile numbers, & messaging consent.
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Help account holders download the right mobile banking & rewards apps.
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Use WCAG AAA-compliant pre-built campaigns for accessibility.
The platform makes it easy for customers to take action. It gives us the tools to build fully engaged relationships automatically!”
SVP, Digital Growth & Partnerships
We chose the platform because it's much more directed at accomplishing a task rather than just sending branded emails."
Chief Marketing Officer
"Once we saw a demo for the Digital Onboarding platform, we knew it was a game changer!"
Chief Marketing Officer
FVSBank has a single-person marketing department. With the Digital Onboarding platform, it's easy for the bank to trigger personalized campaigns that drive results."
Chief Marketing Officer
“Now, we can offer a seamless digital experience to all of our new members.”
Chief Executive Officer
Don’t let friction stand in the way of an excellent relationship. Give account openers a great experience from the start. Inspire them to adopt digital services and additional products.
Tap into a library of digital features that we designed with financial institutions in mind
Use the Cross-Channel Engagement Tool to deliver personalized ads & our widgets inside digital banking
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Use the Cross-Channel Engagement Tool to deliver personalized ads & our widgets inside digital banking
Learn moreWith the Digital Onboarding platform’s Enrollment Widget, people can enroll in any service and accept product terms without logging into digital banking.
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With the Digital Onboarding platform’s Enrollment Widget, people can enroll in any service and accept product terms without logging into digital banking.
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Direct deposit drives primacy and profitability, but manual work causes friction. Use our Direct Deposits Widget to help people enroll in direct deposits in seconds.
Learn moreDirect deposit drives primacy and profitability, but manual work causes friction. Use our Direct Deposits Widget to help people enroll in direct deposits in seconds.
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Bill pay is dead. Biller-direct payments are in. With our Card on File Widget, customers can make your card the default payment method at multiple merchants - instantly.
Learn moreBill pay is dead. Biller-direct payments are in. With our Card on File Widget, customers can make your card the default payment method at multiple merchants - instantly.
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Digital banking is more important than ever. Embed our Mobile App Download Widget into a campaign. Make it easy for people to get the right app for their devices.
Digital banking is more important than ever. Embed our Mobile App Download Widget into a campaign. Make it easy for people to get the right app for their devices.
If people forget their account or member numbers, they may never enroll in direct deposit or digital banking. If online applicants can't remember their Application ID, they can't complete a saved application. Share sensitive data securely with our Personalization Widget.
If people forget their account or member numbers, they may never enroll in direct deposit or digital banking. If online applicants can't remember their Application ID, they can't complete a saved application. Share sensitive data securely with our Secure Personalizations Widget.
Unable to email and text message account holders? We’ll bridge the gap. Use our Email & Text Message Opt-In Widget to capture emails, mobile numbers, and consent to message customers.
Unable to email and text message account holders? We’ll bridge the gap. Use our Email & Text Message Opt-In Widget to capture emails, mobile numbers, and consent to message customers.
It’s not hard to build relationships digitally. You just need the right platform.
Financial institutions have similar business objectives. We’ve seen what works. Use ready-made, Best-Practice Campaigns out of the gate, tweak them, or invent your own.
Create personalized email and SMS text messages. Send as many as you’d like - without paying extra. Stop messages automatically when customers complete the desired action.
Navigate customers and members through complex tasks and deliver educational content via Personalized Microsites. Share videos, images, documents, branch locators, and more.
Reuse message and microsite pages in multiple campaigns. To update the content, make the changes once and instantly update all of the campaigns where the assets are used.
Make campaigns more personal. Use any datapoint to personalize messages and microsites. Connect customers to relationship managers. Present customized offers that convert.
Automatically share campaign details, manage Approver feedback and track approvals. Learn more
Financial institutions have similar business objectives. We’ve seen what works. Use ready-made, Best-Practice Campaigns out of the gate, tweak them, or invent your own.
Create personalized email and SMS messages. Send as many as you’d like - without paying extra. Stop messages automatically when customers complete the desired action.
Navigate customers and members through complex tasks and deliver educational content via Personalized Microsites. Share videos, images, documents, branch locators, and more.
Reuse message and microsite pages in multiple campaigns. To update the content, make the changes once and instantly update all of the campaigns where the assets are used.
Make campaigns more personal. Use any datapoint to personalize messages and microsites. Connect customers to relationship managers. Present customized offers that convert.
Automatically share campaign details, manage Approver feedback and track approvals. Learn more
Target, test, and track campaigns in a flash.
Decision trees are tedious to build—we created smart targeting and testing tools that are painless. Learn more
Measure how campaigns impact your business, track progress with graphical dashboards, & drill in for a deeper look. Learn more
Our team will help you sail through platform implementation, launch best-practice campaigns, measure results, and make campaign optimizations. Learn more
Decision trees are tedious to build-- we created smart targeting and testing tools that are painless. Learn more
Measure how campaigns impact your business, track progress with graphical dashboards, & drill in for a deeper look. Learn more
Decision trees are tedious to build-- we created smart targeting and testing tools that are painless. Learn more
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