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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

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What our customers have to say

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What our customers have to say

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

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Alina Murcar
Digital Marketing Specialist
Canopy CU

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