Plug the leaks in your marketing funnel. Grow your business.

You invest a lot to attract new business. Don’t lose everything at the finish line.

Convert application abandoners

The Challenge

Digital account opening can be complicated and time consuming. 60%-90% of applicants that click to apply abandon the process before opening an account. It’s an expensive loss.

Flip

The Solution

Use our platform to trigger instant email and SMS reminders that motivate abandoned applicants to come back and open accounts.

Flip

Trigger SMS and email reminders to decrease application abandonment rates

The Challenge

Digital account opening can be complicated and time consuming. 60%-90% of applicants that click to apply abandon the process before opening an account. It’s an expensive loss.

Flip

The Solution

Use our platform to trigger instant email and SMS reminders that motivate abandoned applicants to come back and open accounts.

Flip

Digital account application abandonment rates can be as high as 90%.

Gartner

Fact icon

Digital account application abandonment rates can be as high as 90%.

Gartner

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Reconnect with branch visitors

The Challenge

How many times has someone walked into a branch and left without opening an account or applying for a loan? We know, it happens all of the time and it hurts to think about it.

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The Solution

What if your team could capture names, email addresses, and/or mobile numbers and send personalized follow up communications on the spot? We’ll show you how.

Flip

Send personalized SMS messages

The Challenge

How many times has someone walked into a branch and left without opening an account or applying for a loan? We know, it happens all of the time and it hurts to think about it.

Flip

The Solution

What if your team could capture names, email addresses, and/or mobile numbers and send personalized follow up communications on the spot? We’ll show you how.

Flip

Cost of acquisition, by some estimates, is more than $350 per checking account.

Brett King

fact icon

Cost of acquisition, by some estimates, is more than $350 per checking account.

Brett King

Follow up after offsite events

Generate personalized digital offers

The Challenge

If your institution attends offsite events to drum up business, our platform can help. Sure, you can pass out brochures, but does it really grow your business?

Flip

The Solution

Use our platform to capture contact information and instantly generate personalized, digital journeys that introduce the benefits of your institution and the products you offer.

Flip

The Challenge

If your institution attends offsite events to drum up business, our platform can help. Sure, you can pass out brochures, but does it really grow your business?

Flip

The Solution

Use our platform to capture contact information and instantly generate personalized, digital campaigns that introduce the benefits of your institution and the products you offer.

Flip

What our customers have to say

Image of New York University logo

“For quite some time our digital experience was very disconnected, our partnership with Digital Onboarding allows us to offer a seamless digital experience to all of our members.”

Mira Ness
CEO
New York University FCU

Picture of Mira Ness
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What our customers have to say

New York University FCU logo

“For quite some time, our digital experience was very disconnected. Our partnership with Digital Onboarding allows us to offer a seamless digital experience to all of our members.”

Mira Ness New York University FCU CEO

Mira Ness
CEO
New York University FCU

"The Digital Onboarding platform is invaluable in engaging members opening accounts online and those joining through our indirect channel. The platform plays a crucial role in deepening relationships with existing members, helping us achieve primary financial institution status."

Evan Kinsbury
Director of Marketing
Adventure Credit Union