Turning Account Holders into Engaged Relationships
Navigating 4 Phases of the Journey
Panel Discussion
JULY 28
Turning Account Holders into Engaged Relationships
Navigating 4 Phases of the Journey
JULY 28
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
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
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
Deliver digital messages and personalized microsites that make it easy to adopt additional products and account-related services.
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.
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.
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 helpOur 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.
+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
+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
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
What our customers have to say
What our customers have to say
What our customers have to say
“We would recommend them anytime, anywhere, to anyone.”
Alina Murcar
Digital Marketing Specialist
Canopy CU
Help customers adopt direct deposits, digital banking, eStatements, automatic card payments, and more.
Reach them before they shop around. Deliver personalized cross-sell offers that convert.
Show them how to use digital banking, P2P payments, and remote deposit capture.
Help customers adopt direct deposits, digital banking, eStatements, automatic card payments, and more.
Reach them before they shop around. Deliver personalized cross-sell offers that convert.
Show them how to use digital banking, P2P payments, and remote deposit capture.
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.
Share data securely
Share account & member numbers securely to support direct deposit & digital banking enrollment.
Provide digital support
Integrate your automated chat or interactive video support tools into any personalized microsite.
Capture email & text message opt-ins
Capture emails, mobile numbers, and consent to email and text people.
Automatically trigger personalized emails & text messages
Link messages to microsites that are customized on the fly
Embed digital tools with just one click
We’ll help you sail through implementation, launch best-practice campaigns, measure results, and optimize your campaigns.
We've got you coveredWe’ll help you sail through implementation, launch best-practice campaigns, measure results, and optimize performance.
We've got you covered
“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
“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
“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
Quick launch
No heavy IT lift
No software install
Dedicated support
Pre-built campaigns
Automated targeting
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