Check out our resource library

Access real results, platform videos, customer interviews, and onboarding tips

First Heritage Federal CU logo

Customer Case Study

First Heritage Federal Credit Union saved paper & increased eStatements by 38%.

Sound Credit Union

Sound Credit Union logo

Customer Case Study

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

Customer Case Study

Island Federal Credit Union reduces attrition by 25% for checking account holders.

Customer Case Study

CommonWealth One reduces first-year attrition by 10% for checking account openers.

Credit Union of America

Customer Case Study

Credit Union of America automates vehicle title collection & saves time.

Zynlo Bank

Customer Case Study

ZYNLO Bank reduces attrition & increases funding rates, balances & transactions.

Baton Rouge Telco

Customer Case Study

Baton Rouge Telco FCU saved time and money by digitizing CD renewals. Eliminated printing & mailing costs and reduced IT support by 168 hours per year.

Credit Union of Texas

Customer Case Study

Credit Union of Texas switches to Digital Onboarding and increases direct deposit setups by 375%.

P1FCU logo

Customer Case Study

P1FCU beats direct deposit setup goal by 60%.

$1.1 Billion Credit Union

Customer Case Study

A Mid-Atlantic area credit union increases digital service adoption rates for indirect auto loan members by 450%.

Customer Case Study

Trax Credit Union increases survey response rate by 415% & saves thousands with digital surveys.

Customer Case Study

TruStone Financial gets non-digital banking members to use digital services & exceeds digital engagement goal by 263%.

Customer Case Study

New York University FCU prevents dormancy for 10% of at-risk members using the Digital Onboarding adoption platform.

Customer Case Study

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

Customer Case Study

Harborstone Credit Union reduced checking account acquisition cost by 75% & increased digital banking adoption with indirect auto loan members.

Customer Case Study

Leader Bank reduces inbound calls by 27% by helping clients understand escrow adjustments.

Customer Case Study

OCCU helped 50% more indirect auto members to adopt eStatements & reduced length of time to enroll by 63%.

Customer Case Study

Deseret First Credit Union increases members online debit card spending by 40%.

Customer Case Study

UMassFive Federal Credit Union increases direct deposit adoption by 25% and eStatements adoption by 22%.

Customer Case Study

Peoples Advantage FCU achieves default payment switches at a rate 4X higher than average.

Customer Case Study

Certified FCU doubles its credit card cross-sell rate.

$1.4 Billion Credit Union

Customer Case Study

A California-based credit union gets 13% of indirect auto loan members to sign up for additional products.

Customer Case Study

Garden Savings FCU increases online banking and eStatements enrollment.

ALLIANCE Credit Union

Customer Case Study

ALLIANCE CU generates a 33:1 gross profit ROI on mortgage cross-sell.

Customer Case Study

Canopy Credit Union generated 3x higher email open rates for its investment services cross-sell campaign.

Explore our videos

Learn Digital Onboarding

Data Support Model

Personalization

Enrollment Widget

Campaign Dashboard

Objectives

Cross-Channel Engagement Widget

Product Sheet

Increase debit/credit card usage & interchange revenue

Make it easy to update the Card on File for recurring payments.

Product Sheet

Platform overview & feature summary

Introducing the digital engagement platform built for financial services.

Product Sheet

Maximize checking account activation & usage

Make it easy to adopt additional products & account-related services on any device.

Product Sheet

Turn account openers into engaged & profitable relationships

Check our list of most popular use cases for personal and business banking.

Product Sheet

Share campaigns, manage feedback & track approvals

Easily track feedback from multiple sources, and ensure that campaigns receive all of the necessary approvals before they launch.

Product Sheet

Simplify Direct Deposits & build lasting relationships

Remove friction by making it easy to switch direct deposits.

Product Sheet

Deepen relationships via digital banking

Deliver campaign content, tools & widgets inside digital banking. Sync reporting & analytics across channels.

Product Sheet

Drive product & service adoption with our Enrollment Widget

People can enroll in any service and accept product terms without logging into digital banking.

Product Sheet

Make surveys actionable with our Survey Retargeting Widget

Automatically deliver personalized offers that customers & members value.

Product Sheet

Servicing made simple

Automate & streamline servicing processes

Account Activation

Anticipating Customer Needs

Results with Digital Onboarding

The Engagement Platform Gets Customers to Take Action

Reducing Friction and Making it Easy for Your Members

Clearing a Path for New Members

Account Usage

Double Your Cross-Sell and Service Adoption Rates

Digital Onboarding's Card on File Widget Reduces Friction

Results with Digital Onboarding

Customer Retention

Personalization Is a Necessity

How to Keep Members Engaged

How Expectations for Simple Experiences Have Shifted

Digital Account Opening

The Engagement Platform Gets Customers to Take Action

Sharing Sensitive Data Online

Clearing a Path for New Members

Digital Banking Adoption

Hands Free Onboarding

Building Relationships From a Distance

How Digital Onboarding Provides Background Support

Digital Service Adoption

Double Your Cross-Sell and Service Adoption Rates

Digital Onboarding's Card on File Widget Reduces Friction

Reducing Friction and Making it Easy for Your Members

Direct Deposit

Increase Direct Deposit Enrollment

Increased Direct Deposits via Retargeting Campaigns

Make Direct Deposit Easy

Easily Set Up Direct Deposit Online

Industry Advice

Warning Against Cross-Selling Too Early

Financial Institutions Should Utilize Text Messaging

How Text Messages Help Resolve Issues Faster

Stessa Cohen Explains the Advantages of Fintech Partnerships

Why Simple Experiences Are Imperative

The Importance of Partnerships

Mergers & Acquisitions

Utilizing Digital Onboarding to Manage M&A Communications

Informative M&A Communications

Customer Satisfaction

Leveraging Digital Onboarding to Help Underserved Communities

Results & Advice Using Digital Onboarding

Revolutionize Your Marketing with Digital Onboarding

Digital Onboarding: A Powerful Plug & Play

Guide Members Through the Financial Wellness Journey with Digital Onboarding

How CUs Deepen Relationships via Automation & Personalization

Build Sticky Relationships with Digital Onboarding

A Great Vendor Relationship

The Ease of Working with Digital Onboarding

Experience Working with Digital Onboarding

How to Keep Members on Task

How We can Save You Time and Get Results

Affordable and Accessible Universal Bankers

How Digital Onboarding Provides Background Support

Engaging with Members Through Digital Onboarding

Download playbooks, guides & whitepapers

Report

Ongoing Onboarding:
The Antidote for Disengaged, Unprofitable Customers

Report

Guide for Banks & CUs

Mastering the Art & Science of M&A Communications

Report

Guide for Banks & CUs

How to maximize email marketing effectiveness

Report

Guide for Banks & CUs

Text messaging: Manage the risks & reap the rewards

Report

Playbook

How to Maximize Checking Account Activation Rates

GUIDE FOR BANKS & CUs

Marketing copy that drives banking services adoption

Download the guide

Report

Navigating 4 Phases of the Journey

Turning account holders into engaged relationships

PLAYBOOK

How banks & CUs can raise more deposits in 2023

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Download the playbook