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
Meet with us to get custom pricing. We'll show you the platform and help you choose the ideal product package and success plan for your institution.
Fundamentals packages
Address a single, core objective - building active checking relationships.*
Engagement packages
Build deep, multi-product relationships with your whole customer/member base.
* If you have limited resources but want to optimize your business, start with one of our Fundamentals packages.
OPTION 1
Select your top business initiative and create up to 4 campaigns with features to achieve your business goal
A Digital Onboarding campaign consists of 1 or multiple pages that make up a microsite, with up to 3 messages per page to welcome & remind, and easy ways to upload contacts or target contacts with automated targeting conditions.
✔️ Up to 4 unarchived campaigns
We only work with Financial institutions (FIs) and created best-practice campaign templates for common FI initiatives.
Recommend to start with 1 of the below use cases with variations for a max of 4 campaigns total:
Checking activation
Existing account holder activation
M&A communications
Digital system conversions
✔️ Campaign Builder
✔️ Content Library w/ Atomic Assets
✔️ Campaign Dashboard
✔️ Contact upload or automated targeting
✔️ Muting
✔️ Archiving
✔️ Automated campaign branding
(colors, fonts, logo, etc.)
✔️ Drag & drop message scheduler
✔️ Message display preview
Pages
✔️ Unlimited within 4 unarchived campaigns
Email messages & reminders
✔️ up to 3 per page in microsite
SMS text messages & reminders
✔️ up to 3 per page in microsite
✔️ Contact
✔️ Objectives
✔️ Accounts & products
✔️ Mobile App Widget
✔️ Personalization Widget
✔️ Survey Widget
✔️ Progress Ring
Select as many as 4 widgets & tools. If you did not select the Packaging & Approvals feature, you may add it for an additional cost.
✔️ Direct Deposit Widget
✔️ Card on File Widget
✔️ Email & Text Message Opt-In Widget
✔️ Enrollment Widget
✔️ Packaging & Approvals
✔️ Interaction & Survey Retargeting
✔️ Servicing
Embed your automated or live chat and/or live video support into campaign microsites
N/A
Importing data from any system is easybecause of our unique data model andflexible import process.
✔️ API Data Feed
✔️ SFTP
✔️ Batch upload
✔️ Webhooks
Certified Integrations
Non-Certified Integrations
Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.
View and export granular, ad-hoc reports to analyze campaign interactions and objective completions (e.g., enrolled in direct deposit).
Access key performance metrics for all campaigns (in aggregate). View, filter, sort, and compare performance metrics for multiple campaigns side by side. See which products and services all of the customers/members in the system have adopted and which ones they still need.
✔️ Starter Package features
✔️ Campaign development & analysis
(May upgrade to the Advanced Success Plan)
OPTION 2
Connect with your entire customer or member base. Build engaged, multi-product relationships.
A Digital Onboarding campaign consists of 1 or multiple pages that make up a microsite, with up to 3 messages per page to welcome & remind, and easy ways to upload contacts or target contacts with automated targeting conditions.
✔️ Unlimited
We only work with Financial institutions (FIs) and created best-practice campaign templates for common FI initiatives.
Unlimted:
Checking activation
Credit card activation
Auto loan activation
Other product activation
eStatements enrollment
Direct deposit enrollment
Card on file enrollment
Email or SMS text opt-in
Mortgage cross-sell
Auto loan cross-sell
Checking cross-sell
M&A communications
Digital conversion
Account dormancy prevention
Expiring CDs & auto leases
✔️ Campaign Builder
✔️ Content Library w/ Atomic Assets
✔️ Campaign Dashboard
✔️ Contact upload or automated targeting
✔️ Muting
✔️ Archiving
✔️ Automated campaign branding
(colors, fonts, logo, etc.)
✔️ Drag & drop message scheduler
✔️ Message display preview
Pages
✔️ Unlimited within 4 unarchived campaigns
Email messages & reminders
✔️ up to 3 per page in microsite
SMS text messages & reminders
✔️ up to 3 per page in microsite
✔️ Contact
✔️ Objectives
✔️ Accounts & products
✔️ Interactions
✔️ Mobile App Widget
✔️ Personalization Widget
✔️ Survey Widget
✔️ Progress Ring
✔️ Direct Deposit Widget
✔️ Card on File Widget
✔️ Email & Text Message Opt-In Widget
✔️ Enrollment Widget
✔️ Packaging & Approvals
✔️ Interaction & Survey Retargeting
✔️ Servicing
Cross-Channel Engagement Tool
Embed your automated or live chat and/or live video support into campaign microsites
"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)
Advanced "Write Back" of email & text unsubscribes, contact updates, journey engagements & more
Importing data from any system is easybecause of our unique data model andflexible import process.
✔️ API Data Feed
✔️ SFTP
✔️ Batch upload
✔️ Webhooks
Certified Integrations
Non-Certified Integrations
Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.
Insights on 2+ campaigns at a time plus widget reporting. Filter by date range to discover seasonality trends, see which campaigns perform best in achieving a particular objective, and see how account holders are adopting different products and services.
Insights on 2+ campaigns at a time plus widget reporting. Compare your performance to other institutions using the platform, see how campaigns influence adoption, and calculate the value delivered to your institution.
✔️ Starter Package features
✔️ Advanced Engagement Package features
✔️ Campaign development & analysis
(May upgrade to the Premier Success Plan)
A Digital Onboarding campaign consists of 1 or multiple pages that make up a microsite, with up to 3 messages per page to welcome & remind, and easy ways to upload contacts or target contacts with automated targeting conditions.
We only work with Financial institutions (FIs) and created best-practice campaign templates for common FI initiatives.
Campaign Builder
Content Library w/ Atomic Assets
Campaign Dashboard
Contact upload or automated targeting
Muting
Archiving
Automated campaign branding
(colors, fonts, logo, etc.)
Drag & drop message scheduler
Message display preview
Pages
Email messages & reminders
SMS text messages & reminders
Contact
Objectives
Accounts & products
Interactions
Mobile App Widget
Personalization Widget
Survey Widget
Progress Ring
Direct Deposit Widget
Card on File Widget
Email & Text Message Opt-In Widget
Enrollment Widget
Packaging & Approvals
Interaction & Survey Retargeting
Servicing
Cross-Channel Engagement Tool
Embed your automated or live chat and/or live video support into campaign microsites
"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)
Advanced "Write Back" of email & text unsubscribes, contact updates, journey engagements & more
Importing data from any system is easy
because of our unique data model and
flexible import process.
API Data Feed
SFTP
Batch upload
Webhooks
Certified Integrations
Non-Certified Integrations
Insights on 1 campaign at a time. Compare your adoption benchmarks for account-related services to actual campaign performance. Visualize how contacts interact with campaigns, and retarget contacts that still need to engage.
Insights on 2+ campaigns at a time plus widget reporting. Filter by date range to discover seasonality trends, see which campaigns perform best in achieving a particular objective, and see how account holders are adopting different products and services.
Insights on 2+ campaigns at a time plus widget reporting. Compare your performance to other institutions using the platform, see how campaigns influence adoption, and calculate the value delivered to your institution.
Starter Package features
Advanced Engagement Package features
Campaign development & analysis
OPTION 1
Select your top business initiative and create up to 4 campaigns with features to achieve your business goal
Up to 4 unarchived campaigns
Recommend to start with 1 of the below use cases with variations for a max of 4 campaigns total:
Checking activation
Existing account holder activation
M&A communications
Digital system conversions
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
Unlimited within 4 unarchived campaigns
up to 3 per page in microsite
up to 3 per page in microsite
✔️
✔️
✔️
✔️
✔️
✔️
✔️
Select as many as 4 widgets & tools. If you did not select the Packaging & Approvals feature, you may add it for an additional cost.
✔️
✔️
✔️
✔️
✔️
✔️
✔️
Starter Success Plan
(May upgrade to the Advanced Success Plan)
OPTION 2
Connect with your entire customer or member base. Build engaged, multi-product relationships.
Unlimited
Unlimited:
Checking activation
Credit card activation
Auto loan activation
Other product activation
eStatements enrollment
Direct deposit enrollment
Card on file enrollment
Email or SMS text opt-in
Mortgage cross-sell
Auto loan cross-sell
Checking cross-sell
M&A communications
Digital conversion
Account dormancy prevention
Expiring CDs & auto leases
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
Unlimited
Unlimited
Unlimited
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
Advanced Success Plan
(May upgrade to the Premier Success Plan)
Unlimited Microsites & Landing Pages
Unlimited Email Messages & Reminders
Unlimited Text Messages & Reminders
✔️
✔️
✔️
PACKAGE 1
PACKAGE 2
✔️
✔️
✔️
Mobile App Widget
Personalization Widget
Survey Widget
✔️
✔️
✔️
✔️
✔️
✔️
Direct Deposit Widget
Card on File Widget
Email & SMS Text Opt-In Widget
✔️
✔️
✔️
Campaign Targeting
✔️
✔️
Interaction Retargeting
✔️
Embed your automated or live chat and/or live video support into campaign microsites
✔️
✔️
"Write Back" of Objective Completions for Card on File, Direct Deposit, & Opt-In Widgets (Webhooks)
✔️
Advanced "Write Back" of email & text unsubsribes, contact updates, journey engagements, & more.
✔️
Non-Certified - Core, CRM, Account Origination, & Data Warehouse/Data Lakes, Other Sources with data support/consultation
API Data Feed
SFTP
Integrated cores
✔️
✔️
✔️
✔️
Campaign Analytics
Campaign Insights
Team Insights Standard
Campaign Dashboard
✔️
✔️
✔️
✔️
✔️
✔️
✔️
✔️
Basic Account Activation Features
✔️
✔️
✔️
Advanced Account Activation & Relationship Building Features
Campaign development, analysis, and optimization services
Essential Service Package
(may upgrade to Advanced)
Advanced Service Package
(may upgrade to Premier)
Your Product Package determines your default Success Plan Package
This is the default Success Plan for the Starter Product Package. May upgrade to the Advanced Success Plan.
Apply your own branding to up to 4 active campaigns. Solve for your top use case using our library of ready-made campaign templates.
Top use cases to consider:
Self-service. Up to 4 active campaigns.
Self-service
One request for updated documentation per year
SOC2 Type 2 Certified
This is the default Success Plan for the Advanced Engagement Product Package. May upgrade to the Premier Success Plan.
We will apply your branding to our consumer/retail banking campaign templates (unlimited).
Campaign templates:
We will create 5 custom, branded campaigns to support your unique business objectives per year
Annual Strategic Business Review meeting to review campaign performance.
Two requests for updated documentation per year
SOC2 Type 2 Certified
The Premier Success Plan is available at an additional cost for those in the Advanced Engagement Product Package.
We will apply your branding to our consumer/retail banking campaign templates (unlimited).
Campaign templates:
We will create 10 custom, branded campaigns to support your unique business objectives per year
Semi-Annual Strategic Business Review meeting to review campaign performance.
Unlimited requests for updated documentation
SOC2 Type 2 Certified
Let's meet. We'll demo the platform and help you choose the right product and service package for your institution.
Book a meeting
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