You paid to acquire them.
Now make it count.

Digital Onboarding helps banks and credit unions turn account holders into active, profitable relationships automatically.

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Powering growth for 170+ banks and credit unions

The problem

Up to 40% of new accounts
go unprofitable within 90 days

Two emails, two calls, two mailers, the standard onboarding playbook, does not move the numbers anymore. Deposits never land. Debit cards never activate. The app gets downloaded and deleted. The accounts you worked hard to win go quiet, and the money you spent to win them goes with them.

The solution

Accelerate engagement and turn accounts into lasting revenue

Digital Onboarding connects your core, transaction, and engagement data, then orchestrates personalized campaigns across digital banking, email, SMS, and branch, so every account moves from opened or inactive to active, fast.

You’ll know exactly:

Who to target

by account, behavior, and predicted intent

When to engage

triggered by real signals, not calendar dates

How to convert

with in-message actions, not just clicks

What's working

triggered by real signals, not calendar dates

The platform

The lifecycle growth platform
‍built for banks and credit unions

From integration to impact in as little as six weeks.

Explore the platform →
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Connect your data

Bring data together across core and audience integrations to drive engagement using account, transaction, credit, predictive, and intent.

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Launch pre-built campaigns

Templates and audiences proven across 170+ FIs, ready to send.

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Reach customers everywhere

Email, SMS, in-branch, and inside digital banking — one journey, every channel.

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Measure real outcomes

Direct deposits started. eStatements enrolled. Cards added to wallet. Merchant switches completed. The actions that actually grow the P&L.

See how your FI can
drive engagement and results in weeks

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Real outcomes

Proven impact across 170+
financial institutions

From deposits and adoption to retention and referrals, Digital Onboarding drives measurable growth across the entire customer lifecycle.

263%

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Above the digital engagement goal

TruStone Financial

64%

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Reduction in first-year attrition

Zynlo Bank

8x

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Growth in eStatements

OCCU

415%

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increase in survey response rate

Trax Credit Union

159

Member referrals in under 4 months

Centric Credit Union

100%

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Increase in credit card cross-sell

Certified Federal Credit Union

Digital Onboarding doesn't just help us communicate, it makes it easy for customers to take action. The platform gives us the tools to stem attrition and build fully engaged relationships, automatically.

Brittny Williams

SVP, Digital Growth & Partnerships, ZYNLO Bank

See all customer stories

Learn what drives customer engagement

Read the 2024 Javelin Report: Ongoing Onboarding as the antidote for disengaged, unprofitable customers.

What you’ll find inside:

  • Why fully engaged customers buy more and churn fasternd churn faster
  • What it's worth to move an inactive customer to fully engaged
  • Why ongoing onboarding is harder than it was five years ago
Download the free report →

You've already paid to acquire the account. Now make it count.

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Activate relationships. Deepen engagement. Amplify growth.

Award-winning platform purpose-built for financial institutions and trusted by 170+ banks and credit unions

40%

growth in online debit card spending

Read the case study

375%

growth in direct deposits

Read the case study

50%

growth in eStatements

Read the case study

Success is when account holders feel valued

Get the digital engagement platform made for banks & CUs

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64

%

reduction in attrition

Read the case study

27

%

reduction in phone calls

Read the case study
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100

%

increase in credit card cross-sell rate

Read the case study
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50

%

growth in eStatements

Read the case study

Solutions

Drive account usage, cross-selling & efficiencies

Onboarding

Help account openers adopt services & use their new accounts

  • Switch direct deposits within seconds
  • Adopt eStatements without logging in
  • Update default payment methods
  • Retrieve account numbers
  • Enroll in digital banking and more
> Learn more
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Cross-Selling

Expand deposit & loan-only relationships. Make them profitable

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Nurturing

Keep existing account holders engaged & loyal

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Servicing

Save time & paper with automation

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We make small teams feel huge

We’re here to help resource-starved teams do more. Think of us as part of your team, ready to lighten the load. Don't just take our word for it.

Massud Zahir, Chief Experience Officer at Department of Commerce FCU, shares how the Digital Onboarding platform helps strengthen member relationships, integrates seamlessly with existing systems, and delivers proven ROI—making it the perfect choice for the credit union!

Jay Tuli, President of Leader Bank, shares how personalized digital journeys for new account holders have paid off by saving money, delivering near real-time communication, and presenting a professional image.

Learn why Jill Schaffler, VP of Enterprise Applications, values working with Digital Onboarding, benefits greatly from her Strategic Accounts Manager, and calls it the best vendor relationship she’s ever had.

Kirsten Quam, Chief Marketing Officer at FVSBank, shares how the Digital Onboarding platform saves her time by streamlining campaign creation and member engagement.

Platform

Deliver personalized guidance & change behavior

Engage account holders in & outside digital banking

Templates & self-service tools

Get ready-made campaign templates & digital tools. Make it easy for people to accept your offers, enroll in services, renew CDs, navigate a merger & more.

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Insights & analytics

Get a clear view of the products & services your account holders use. Identify opportunities to expand relationships & see how the platform drives engagement.  

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Automated targeting

Let our automated targeting engine do the heavy lifting. With best-practice recommendations, you’ll reach the right people—no need to create & upload lists.  

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Easy setup & ongoing support

There’s no software to install & no big demands on your IT team. We’ll help you tailor our templates or create new campaigns from scratch.

Simple data imports

Use our Data Connector Tool to import data easily via API, SFTP, or CSV. Integrate any core, digital banking, account opening, CRM, or third-party system.  

Build lasting loyalty

Competitors lure your customers & members which leads to silent attrition. System upgrades & mergers can also be damaging. Nurture them and make account holders feel valued.

MVP Award Winner

Innovation Series Winner

Silver Award Winner

Pitch Competition Winner

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The engagement platform for banks & credit unions

Ready to build deeper relationships?

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