Turn account holders into engaged relationships

It costs a lot to acquire new accounts. Make your investments pay off.

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It costs financial institutions hundreds of dollars to acquire a new checking account. Yet, first-year attrition rates are sky high.

Financial institutions use our digital engagement platform to deliver instant welcome emails & SMS messages that link to personalized microsites to:

Grow card transactions
Allow cardholders to easily update their default payment method at merchants like Amazon®, Spotify®, and Venmo® all from one place.

Securely share sensitive data
Give customers and members the ability to securely view their account numbers to enroll in direct deposit & digital banking.

Increase product utilization
Make it easy for new account openers to adopt services like digital banking, automatic payments, direct deposits, eStatements, and more. Become their primary financial institution.

Increase mobile banking downloads
Make sure customer and members download the right mobile banking app for their device.

Platform overview

Explore the growth platform designed for financial institutions

If you’re relying on a standard email or marketing automation system for top-of-the funnel marketing, don’t expect it to do double-duty. Standard email and marketing automation systems work well for acquiring customers and members.

To deepen relationships, your institution needs a growth platform.

Customer case studies

View our resource library to access all customer case studies, platform videos, customer interviews, and more.


Hudson River FCU Lifts eStatements Enrollment by 68%

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Garden Savings Federal Credit Union Achieves an 8x Increase in Online Banking Enrollment and a 2x Increase in eStatements Adoption

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What our customers have to say

We serve financial institutions of all sizes. Find out what some of our other customers have to say.

“While direct mail takes days to reach members and phone calls go unanswered, the Digital Onboarding platform helps members adopt digital, account-related services.”

Dan Ziniti
SVP, Member Experience Director

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

Julie Katalinich
SVP of Member Services