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The digital engagement platform built for financial services

Turn account openers into loyal, deep, & profitable relationships

Platform overviewGirl on unicycle
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Engage consumers & businesses

If new account openers don’t engage in the first 30 days, they probably never will. Use the platform to motivate customers to use services like online and mobile banking, automatic payments, direct deposits, eStatements, cards, and more. Become their primary financial institution. Drive account activation

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Expand existing relationships

When customers and members turn to your institution for additional products and services, they’re more profitable and likely to stick around. Use the platform to deepen relationships. Access best-practice campaign templates and deliver personalized, targeted offers that convert. Increase cross-sell

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Educate & maximize satisfaction

Enrolling in digital services is one thing, using them regularly is another. Create campaigns that educate people and businesses on how to use all of the cool features that you offer like online and mobile banking services, peer-to-peer payments, and remote deposit capture. Maximize satisfaction

Personalized microsites, SMS text messages, & email

Deliver digital messages and personalized microsites that make it easy to adopt additional products and account-related services.

Example digital onboarding services, email, SMS, digital guidesExample digital onboarding services, email, SMS, digital guides

Automatic optimization

It’s more effective to market products and digital services with digital communications. It’s more cost efficient, and it’s easier to test, track, and optimize performance. Learn how you can improve efficiencies.

Easy implementation

With the Digital Onboarding platform, campaign setup is easy and core integration is not required so you can launch your first campaign within weeks. Learn more about our implementation process and how you can get started.

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Backed by our team of experts

Our Account Management team will be your secret weapon. We’ll help you sail through the implementation process, launch best-practice campaigns, measure results, recommend optimization strategies, and share ideas to help you succeed.

See how we help

Top-rated by customers

Our platform supports banks and credit unions of all sizes, investment management firms, and credit card companies. Learn more about our customers and what they have to say.

Increase estatement enrollment

+100% lift in eStatement enrollment

“Promoting digital services using digital communications just makes sense. I could not be happier with the results!”  

 Michael Powers
CSO, VP Marketing & Lending
Garden Savings FCU

Increase credit card cross-sell rates

+100% lift in credit card cross-sell rate

“I wouldn’t have invested in the platform if I didn’t think it would deliver better results. This is exactly what direct marketing in the financial services space has needed for 20 years.”  

Jay Lassiter
VP of Marketing & Payments
Certified FCU

Increase mortgage cross-sell rates

18:1 gross profit ROI for pre-qualified mortgage offer

We are absolutely thrilled with the results! The Digital Onboarding platform has been instrumental in helping us far exceed our goals."

Abbie Jones
VP of Marketing
Alliance CU

Affinity FCU logoFirst Bank of Alabama logoDCU logoSomerset Trust logoCertified Federal CU logo
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What our customers have to say

quotation marks

What our customers have to say

quotation marks

What our customers have to say

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“We would recommend them anytime, anywhere, to anyone.”

Picture of Alina Murcar from Canopy CU

Alina Murcar
Digital Marketing Specialist
Canopy CU

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The digital adoption platform built for banks & credit unions

Automatically deliver personalized digital journeys with self-service enrollment tools. Deepen relationships with intelligent nudges throughout the entire customer and member lifecycle.

Book a demo

The engagement platform for banks & credit unions

Activate

Help customers adopt direct deposits, digital banking, eStatements, automatic card payments, and more.

Cross Sell

Reach them before they shop around. Deliver personalized cross-sell offers that convert.

Educate

Show them how to use digital banking, P2P payments, and remote deposit capture.

Activate

Help customers adopt direct deposits, digital banking, eStatements, automatic card payments, and more.

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Cross Sell Campaign from Digital Onboarding Platform

Cross Sell

Reach them before they shop around. Deliver personalized cross-sell offers that convert.

Educate Campaign form Digital Onboarding platform

Educate

Show them how to use digital banking, P2P payments, and remote deposit capture.

Tools that build business

Tap into a library of digital features that we designed with financial institutions in mind

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Grow card transactions
Give them a way to simultaneously update their default payment methods at places like Amazon® and Venmo®.

Drive direct deposits
Direct deposits drive primacy and profitability. Help customers and members enroll in direct deposit in seconds.

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Boost app downloads
Help them download the right mobile banking app for their iOS or Android device with a click or QR code.

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Share data securely
Share account & member numbers securely to support direct deposit & digital banking enrollment.

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Provide digital support
Integrate your automated chat or interactive video support tools into any personalized microsite.

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Capture email & text message opt-ins
Capture emails, mobile numbers, and consent to email and text people.

Your digital
relationship builder

Messages

Automatically trigger personalized emails & text messages

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Personalized microsites

Link messages to microsites that are customized on the fly

Personalized website for the Digital Onboarding platform

Self-service tools

Embed digital tools with just one click

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Backed by a team of experts

We’ll help you sail through implementation, launch best-practice campaigns, measure results, and optimize your campaigns.

We've got you covered

Backed by a team of experts

We’ll help you sail through implementation, launch best-practice campaigns, measure results, and optimize performance.

We've got you covered

Trusted by innovators

We work with financial institutions of all sizes

Our customers
First Foundation Logo
DCU logo
CapeCod5 Logo
STCU Logo

Customers

Garden Savings FCU Logo

“Promoting digital services using digital communications just makes sense. I could not be happier with the results!”

- Michael Powers, CSO, VP Marketing & Lending

+100%

lift in eStatement
enrollment

Certified FCU Logo

“I wouldn’t have invested in the platform if I didn’t think it would deliver better results. This is exactly what direct marketing in the financial services space has needed for 20 years.”  

- Jay Lassiter, VP of Marketing & Payments

+100%

lift in credit card
cross-sell rate

Alliance CU Logo

“We are absolutely thrilled with the results! The Digital Onboarding platform has been instrumental in helping us far exceed our goals."

- Abbie Jones, VP of Marketing

18:1

gross profit ROI for
pre-qualified
mortgage offer

Awards & recognition

Getting started is easy peasy

Getting started is
easy peasy

Book a demo

Quick launch

No heavy IT lift

No software install

Dedicated support

Pre-built campaigns

Automated targeting

Book a demo

The digital engagement platform built for banks & CUs

Turn account openers into deep & profitable relationships. Become their favorite financial institution.

Let's talk
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Deepen existing banking relationships automatically

Our platform doesn’t just let you communicate. It makes it easy for people & businesses to adopt more products & services.

FI widgets & tools remove friction

Make it easy to opt-in to text messages, retrieve account and member numbers, enroll in services, and accept pre-approved offers. Add our widgets and tools to microsites, landing pages, and your digital banking promo units.

FI widgets & tools remove friction

Make it easy to opt-in to text messages, retrieve account and member numbers, enroll in services, and accept pre-approved offers. Add our widgets and tools to microsites, landing pages, and your digital banking promo units.

Personalized microsites act as guides

  • Help new account openers adopt account-related services.
  • Cross-sell the ideal products at the perfect time.
  • Steer account holders through a digital banking upgrade or M&A event.
View popular use cases

Personalized microsites act as guides

  • Help new account openers adopt account-related services.
  • Cross-sell the ideal products at the perfect time.
  • Steer account holders through a digital banking upgrade or M&A event.
View popular use cases

Intelligent nudges remind people

Schedule reminder messages to nudge customers and members into taking action. Link email and text messages to personalized microsites or landing pages.

Intelligent nudges remind people

Schedule reminder messages to nudge customers and members into taking action. Link email and text messages to personalized microsites or landing pages.

Digital banking units capture attention

Show the same next-best actions inside digital banking. Embed our widgets and tools into the experience. Help them enroll in services and accept pre-approved offers in seconds with our Cross-Channel Engagement Tool.

Digital banking units capture attention

Show the same next-best actions inside digital banking. Embed our widgets and tools into the experience. Help them enroll in services and accept pre-approved offers in seconds with our Cross-Channel Engagement Tool.

Chat tools provide a human touch

Embed your automated or live chat into any Digital Onboarding microsite or landing page with a single line of code. Help account holders accomplish their tasks without making them call or visit. Give personal bankers a way to stay connected from a distance.

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Chat tools provide a human touch

Embed your automated or live chat into any Digital Onboarding microsite or landing page with a single line of code. Help account holders accomplish their tasks without making them call or visit. Give personal bankers a way to stay connected from a distance.

Save time with a relational data model

Other platforms use flat data models. They don’t understand multi-product relationships. Marketers waste time importing and manipulating data. Easily connect customers and members to products, households, and businesses with our relational data model.

Grow business with analytics & insights

It’s a platform exclusively for financial institutions that have common goals. See how campaigns impact your bottom line. Compare your performance to other institutions using the platform. Adopt winning strategies to maximize results with analytics and insights.

Save time with a relational data model

Other platforms use flat data models. They don’t understand multi-product relationships. Marketers waste time importing and manipulating data. Easily connect customers and members to products, households, and businesses with our relational data model.

Grow business with analytics & insights

It’s a platform exclusively for financial institutions that have common goals. See how campaigns impact your bottom line. Compare your performance to other institutions using the platform. Adopt winning strategies to maximize results with analytics and insights.

Easy setup & ongoing support

There’s no software to install and no heavy lift for IT. We'll help you implement the platform and customize our pre-built campaign templates. Our team can also help write, design, and launch winning campaigns.

Easy setup & ongoing support

There’s no software to install and no heavy lift for IT. We'll help you implement the platform and customize our pre-built campaign templates. Our team can also help write, design, and launch winning campaigns.

Get the platform banks & CUs trust

Overall Satisfaction

96

%

Customer Service

96

%

Platform Innovation

95

%

*Customer satisfaction survey results (March 2024). Percent of live customers being satisfied or very satisfied.

Prove your value. Generate real results.

Our platform doesn’t just help you communicate. It motivates people and businesses to take action. See the results.

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

Read full case study

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

Read full case study

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

Read full case study

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

Read full case study

Some of our customers

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See the award-winning platform