BankPlus selects Digital Onboarding to transform customer engagement and drive growth

BankPlus, a leading bank serving customers across the southeast, has selected Digital Onboarding to enhance its onboarding experience, streamline communications, and drive stronger long-term customer engagement. Through this partnership, BankPlus will evolve its onboarding approach with a dynamic, data-driven strategy aligned with its vision for modern, customer-centric banking.

BankPlus sought to enhance its traditional onboarding approach, centered on email within a structured workflow, with a more dynamic, customer-first strategy. 

By selecting Digital Onboarding, the bank is advancing to a digital-centric model that delivers automated journeys based on each customer's needs, personalized guides, targeted messaging, conversion tools that empower customers to take action, and end-to-end measurement across every channel.

“Digital Onboarding gives us the opportunity to move beyond a one-size-fits-all onboarding process and truly engage customers in a more meaningful, personalized way,” said Rob Armour, Executive Vice President and Chief Innovation Officer at BankPlus. “We’re excited to partner with their team to leverage richer data insights and ultimately help us digitally cement our relationships with customers from day one.”

A more personalized, data-driven approach to customer engagement

Digital Onboarding will serve as a centralized hub for customer communications, enabling BankPlus to coordinate outreach across channels while improving effectiveness. The bank also expects to enhance engagement across channels, including SMS, by delivering more relevant and timely interactions.

Beyond onboarding, BankPlus plans to use Digital Onboarding’s analytics and reporting capabilities to measure performance and continuously refine its engagement strategies. By analyzing trends across account usage, customer behavior, and interactions, the bank will gain deeper visibility into the full customer journey.

“Financial institutions today need an onboarding experience that evolves with the customer, not one that ends after the first few weeks,” said Ted Brown, Co-Founder and CEO at Digital Onboarding. “We’re proud to partner with BankPlus as they modernize their onboarding strategy and create a more connected, data-driven customer experience.”

This selection underscores BankPlus’ continued commitment to innovation and customer-centric growth, positioning the institution to better serve its communities while delivering measurable business impact.