Deepen customer relationships. Become the financial institution of choice.

Increase customer & member profitability & loyalty. Deliver intelligent cross-sell campaigns that convert.

Build longer-lasting relationships

The Challenge

Customers and members that use only one banking product are 10x more likely to switch institutions compared to those with three products. Today’s consumers and businesses prefer to research and compare products online.

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The Solution

We’ve helped customers create digital cross-sell campaigns that outperform direct mail with an attractive ROI. Whether you want to cross-sell checking or savings products, make pre-approved offers, or motivate someone to refinance, we make it simple.

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The Challenge

Customers and members that use only one banking product are 10x more likely to switch institutions compared to those with three products. Today’s consumers and businesses prefer to research and compare products online.

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The Solution

We’ve helped customers create digital cross-sell campaigns that outperform direct mail with an attractive ROI. Whether you want to cross-sell checking or savings products, make pre-approved offers, or motivate someone to refinance, we make it simple.

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Moving from 1 product to 3 decreases probability of switching from 50% to 5%.

Frederick Newell, “The New Rules of Marketing” (McGraw-Hill)

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Moving from 1 product to 3 decreases probability of switching from 50% to 5%.

Bank Intelligence Solutions (BIS) from Fiserv

Cross-sell before they shop around

The Challenge

Here’s an unpleasant fact: One third of customers opened a new product from a competing bank or credit union. Most institutions either cross-sell too soon or aren’t proactive enough.

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The Solution

Reach consumers and businesses with relevant, personalized offers at the right time - before they choose a competing institution.

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The Challenge

Here’s an unpleasant fact: One third of customers opened a new product from a competing bank or credit union. Most institutions either cross-sell too soon or aren’t proactive enough.

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The Solution

Reach consumers and businesses with relevant, personalized offers at the right time - before they choose a competing institution.

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1 out of 3 banking customers who opened a new product purchased it from an institution other than their primary one.

Bain & Company, “Customer Loyalty in Retail Banking: Global Edition 2013,”
November 2013

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1 out of 3 banking customers who opened a new product purchased it from an institution other than their primary one.

Bain & Company, “Customer Loyalty in Retail Banking: Global Edition 2013,” November 2013

Target the right audience automatically

The Challenge

You can write the best copy. Design a great layout. Make a sweet offer. If your targeting rules aren’t right, your campaign will underperform.

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The Solution

Use the platform to leverage just about any datapoint to automatically target the right customers and members without having to build a complex decision tree.

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The Challenge

You can write the best copy. Design a great layout. Make a sweet offer. If your targeting rules aren’t right, your campaign will underperform.

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The Solution

Use the platform to leverage just about any datapoint to automatically target the right customers and members without having to build a complex decision tree.

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Deliver personalized offers that convert

The Challenge

Building personal relationships is easier when you’re face to face. That doesn’t mean that digital customers deserve generic communications.

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The Solution

With our rich personalization feature, you can use any datapoint to easily create tailored messages and offers. Motivate customers to act and show them that you know them.

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The Challenge

Building personal relationships is easier when you’re face to face. That doesn’t mean that digital customers deserve generic communications.

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The Solution

With our rich personalization feature, you can use any datapoint to easily create tailored messages and offers. Motivate customers to act and show them that you know them.

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Increase credit card cross-sell rates

CUSTOMER CASE STUDY

Certified FCU Doubles Credit Card
Cross-Sell Rates

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Increase mortgage cross-sell rates

CUSTOMER CASE STUDY

ALLIANCE CU Generates an 18:1 Gross Profit ROI on Mortgage Cross-Sell

Read more

CUSTOMER CASE STUDY

Certified FCU Doubles Credit Card
Cross-Sell Rates

Read more

CUSTOMER CASE STUDY

ALLIANCE CU Generates an 18:1 Gross Profit ROI on Mortgage Cross-Sell

Read more
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What our customers have to say

Certified Federal CU logo

“The Digital Onboarding platform delivered personalized, pre-qualified campaigns and our credit card cross sell conversion rate doubled.”

Jay Lassiter Certified FCU VP of Marketing

Jay Lassiter
VP of Marketing and Payments
Certified FCU

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© 2020 Digital Onboarding, Inc.