Certified Federal Credit Union Selects Digital Onboarding Inc. to Deepen Member Relationships.
Boston, MA (March 23, 2020) – Certified Federal Credit Union, with over $600 million in assets and eight branches across southern California, selected the Digital Onboarding SaaS platform to deliver digital communications and grow member engagement. Certified Federal is using the platform to create personalized SMS and email reminders that link to personalized, step-by-step digital guides that make it easy for members to enroll in account-related services and take advantage of special promotional offers.
“Certified Federal transitioned from old school direct mail and mass email tactics in welcoming new members to personalized campaigns that leverage the digital channels our members use most,” said Jay Lassiter, Vice President of Marketing and Payments, Certified Federal. “The Digital Onboarding platform delivered personalized, prequalified campaigns and our credit card cross sell conversion rate doubled.”
Lassiter’s desire for innovation speaks directly to his recognition of the importance of engaging and encouraging members from the very beginning of their credit union relationship. The Financial Brand article Financial Marketers Either Get Onboarding Right or Pay a Heavy Price reported that when institutions wait longer than three days to communicate with new members, satisfaction drops from an average of 66 percent to 34 percent.
“Certified Federal old onboarding program took six months to deliver,” said Lassiter. “With the Digital Onboarding platform, new members are welcomed and onboarded within an hour.”
“We are thrilled to partner with Certified Federal to deepen new and existing member relationships,” said Ted Brown, CEO, Digital Onboarding, Inc. “It’s a win-win situation. By implementing a modern digital onboarding approach, Certified Federal is delivering an exceptional member experience while doubling past campaign performance.”
About Digital Onboarding Inc.
Digital Onboarding Inc. is a SaaS technology company focused on guiding banking customers and credit union members to fully utilize their financial products and account related services. Digital Onboarding provides a fully automated account activation platform that is more efficient and effective than traditional phone calls, emails, direct mail, and print brochures, driving profit by increasing customer and member engagement.
For Digital Onboarding media inquiries, contact Laurie McLachlan at or (617) 921-2916.
About Certified Federal Credit Union
With $634 million in assets, Certified Federal Credit Union was founded in 1949 and is now the largest credit union in the western United States serving primarily the grocery industry. The member-owned credit union operates under the motto “Just Like a Bank, Only Better.” It offers all of the products and services you’d expect at a big bank, however, it is a not-for-profit organization that returns profits to members. The credit union has earned an A+ rating from WEISS Ratings, placing its financial performance in the top 0.3% of all credit unions, and a 5-Star rating from Bauer Financial every year for more than 20 years.
For Certified Federal Credit Union media inquiries, contact Jay Lassiter at or (626) 444-1972, extension 240.