TURN ACCOUNT HOLDERS INTO PROFITABLE RELATIONSHIPS.

When a bank or credit union opens a new account, they earn the opportunity to either forge a deep relationship or lose money. 
 
The Digital Onboarding platform is the easiest way to grow engagement and profitability by motivating customers and members to adopt additional products and account-related services.
GUIDED JOURNEYS

 A custom account activation microsite guides new account holders through each step of the process.

 

Gamified incentives, like cash bonus offers, can easily be added to further motivate customers and members to activate their debit cards, enroll in direct deposit, use online bill pay and whatever actions they need to take to fully engage with your institution.

SMART CAMPAIGNS

Automated email and text campaigns remind customers and members to activate their cards and enroll in digital, account-related services.  

 

Easy-to-use drag and drop features let you instantly create, schedule, and test messages that reach new account holders during the critical first 90 days of the relationship.

TOTAL VISIBILITY

Summary analytics and reports by individual help you see how new account holders progress through each stage of the activation funnel. Actionable insights enable you to quickly optimize for the best results.

While it's tough to measure the success of paper welcome kits, the Digital Onboarding platform lets you see the actions that every customer and member took - and didn't take - to activate their new accounts.

PLATFORM BENEFITS

Better Than Paper

The Digital Onboarding platform is more effective and less expensive than paper welcome kits which are often tossed aside. By using SMS and email reminders, a custom activation website, and gamified incentives, you can nudge new account holders along, helping them to adopt the account-related services that drive satisfaction, account usage, and profitability. 

As Flexible As it Gets

The platform can be used to facilitate virtually any multi-step process - activating retail and small business checking accounts, encouraging customers and members to save, supporting conversion initiatives, cross selling additional products and services, and more.

Easy to Implement

Unlike large-scale digital transformation projects which take years to complete, you can be live on our platform in weeks and core system integration is not required..

Maureen Byrne

VP, Marketing & Product Delivery

Affinity Federal Credit Union

After spending a year exploring options, we chose the Digital Onboarding platform because it’s incredibly easy to implement and we love the experience it provides.

Julie Moran

SVP, Member Services

Digital Federal Credit Union (DCU)

Partnering with Digital Onboarding Inc. helps strengthen DCU’s position as a digital leader in driving engagement and overall satisfaction, especially with millennial members.

John Gill

COO
Somerset Trust Company

Instead of giving customers paper welcome kits with forms and instructions on how to activate their new accounts, we are leveraging the Digital Onboarding platform to offer a fully digital experience and intuitive, step-by-step guidance from start to finish.

CUSTOMER REVIEWS

“Cost of acquisition, by some estimates, is more than

$350 per checking account... These costs have been climbing for the better part of two decades...” 

BRETT KING, BREAKING BANKS

FEATURED CUSTOMERS
 

WANT TO KNOW MORE?

For more information or to see a demo, shoot us a note.

Tel: (724) 593-1989

695 Atlantic Ave.

Boston, MA 02111