Customer Case Study
First Heritage Federal Credit Union saved paper & increased eStatements by 38%.
Sound Credit Union's text messaging campaign delivered a 7% conversion rate – more than triple the industry average.
Island Federal Credit Union reduces attrition by 25% for checking account holders.
CommonWealth One reduces first-year attrition by 10% for checking account openers.
Credit Union of America automates vehicle title collection & saves time.
ZYNLO Bank reduces attrition & increases funding rates, balances & transactions.
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 switches to Digital Onboarding and increases direct deposit setups by 375%.
A Mid-Atlantic area credit union increases digital service adoption rates for indirect auto loan members by 450%.
Trax Credit Union increases survey response rate by 415% & saves thousands with digital surveys.
TruStone Financial gets non-digital banking members to use digital services & exceeds digital engagement goal by 263%.
New York University FCU prevents dormancy for 10% of at-risk members using the Digital Onboarding adoption platform.
Rize Credit Union acquires 33% more members, cross-sells additional products, and cuts staff workload with a simpler process.
Harborstone Credit Union reduced checking account acquisition cost by 75% & increased digital banking adoption with indirect auto loan members.
Leader Bank reduces inbound calls by 27% by helping clients understand escrow adjustments.
OCCU helped 50% more indirect auto members to adopt eStatements & reduced length of time to enroll by 63%.
Deseret First Credit Union increases members online debit card spending by 40%.
UMassFive Federal Credit Union increases direct deposit adoption by 25% and eStatements adoption by 22%.
Peoples Advantage FCU achieves default payment switches at a rate 4X higher than average.
A California-based credit union gets 13% of indirect auto loan members to sign up for additional products.
Garden Savings FCU increases online banking and eStatements enrollment.
ALLIANCE CU generates a 33:1 gross profit ROI on mortgage cross-sell.
Canopy Credit Union generated 3x higher email open rates for its investment services cross-sell campaign.
Data Support Model
Personalization
Enrollment Widget
Campaign Dashboard
Objectives
Cross-Channel Engagement Widget
Make it easy to update the Card on File for recurring payments.
Introducing the digital engagement platform built for financial services.
Make it easy to adopt additional products & account-related services on any device.
Check our list of most popular use cases for personal and business banking.
Easily track feedback from multiple sources, and ensure that campaigns receive all of the necessary approvals before they launch.
Remove friction by making it easy to switch direct deposits.
Deliver campaign content, tools & widgets inside digital banking. Sync reporting & analytics across channels.
People can enroll in any service and accept product terms without logging into digital banking.
Automatically deliver personalized offers that customers & members value.
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
Double Your Cross-Sell and Service Adoption Rates
Digital Onboarding's Card on File Widget Reduces Friction
Results with Digital Onboarding
Personalization Is a Necessity
How to Keep Members Engaged
How Expectations for Simple Experiences Have Shifted
The Engagement Platform Gets Customers to Take Action
Sharing Sensitive Data Online
Clearing a Path for New Members
Hands Free Onboarding
Building Relationships From a Distance
How Digital Onboarding Provides Background Support
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
Increase Direct Deposit Enrollment
Increased Direct Deposits via Retargeting Campaigns
Make Direct Deposit Easy
Easily Set Up Direct Deposit Online
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
Utilizing Digital Onboarding to Manage M&A Communications
Informative M&A Communications
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