Turn account holders into engaged & profitable relationships

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

Make a fantastic first impression

The Challenge

Waiting a few days or more to communicate with new account openers is a costly mistake. If they don't start using their new accounts early on, you risk losing them forever.

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The Solution

With the Digital Onboarding platform, you can welcome new customers and members instantly. Thank them for joining and educate them about how you can help.

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The Challenge

Waiting a few days or more to communicate with new account openers is a costly mistake. If they don't start using their new accounts early on, you risk losing them forever.

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The Solution

With the Digital Onboarding platform, you can welcome new customers and members instantly. Thank them for joining and educate them about how you can help.

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Fact icon

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

Drive digital services enrollment

The Challenge

Using brochures, direct mail, paper welcome kits, and phone calls to promote digital services doesn’t make sense. Old-school tactics are expensive and difficult to measure and optimize.

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The Solution

Use the platform to trigger personalized SMS and email messages that link to step-by-step digital guides to educate account holders on the benefits of activating their cards and enrolling in services like digital banking, direct deposit, and eStatements.

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The Challenge

Using brochures, direct mail, paper welcome kits, and phone calls to promote digital services doesn’t make sense. Old-school tactics are expensive and difficult to measure and optimize.

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The Solution

Use the platform to trigger personalized SMS and email messages. Link to personalized microsites that guide account holders on how to activate their cards and enroll in services like digital banking, direct deposit, and eStatements.

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Fact icon

25-40% of new checking account holders leave within the first year.

Digital Banking Report

Fact icon

25-40% of new checking account holders leave within the first year.

Javelin Strategy & Research

Maximize debit & credit card usage

The Challenge

People aren't using financial institutions' bill pay capabilities. Instead, they're paying bills online via their billers' websites. 80% of U.S. consumers have stored payment information with at least one merchant. Institutions are losing out on interchange revenue when account holders use other institutions' cards to pay billers directly.

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The Solution

Make it easy for people to update default payment methods at popular merchants all in one place. With our Card on File feature, payment information can be updated at multiple merchants in seconds and you can earn $25k in annual revenue for every 1k cardholders that use this feature. Learn more

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The Challenge

People aren't using financial institutions' bill pay capabilities. Instead, they're paying bills online via their billers' websites. 80% of U.S. consumers have stored payment information with at least one merchant. Institutions are losing out on interchange revenue when account holders use other institutions' cards to pay billers directly.

Flip

The Solution

Make it easy for people to update default payment methods at popular merchants all in one place. With our Card on File feature, payment information can be updated at multiple merchants in seconds and you can earn $25k in annual revenue for every 1k cardholders that use this feature. Learn more

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Fact icon

A fully engaged checking account holder delivers $212 per year in incremental profit compared to an inactive one.

Javelin Strategy & Research

fact icon

A fully engaged checking account holder delivers $212 per year in incremental profit compared to an inactive one.

Javelin Strategy & Research

Teach them how to use digital features

The Challenge

You’ve invested a lot in digital banking services but if customers and members don’t know how to use the features you offer, they’ll never appreciate them.

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The Solution

Share videos and simple instructions on how to access remote deposit capture, peer-to-peer payments, rewards programs, financial education, and more. They’ll thank you for it.

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The Challenge

You’ve invested a lot in digital banking but if customers and members don’t know how to use the features you offer, they’ll never use or appreciate them.

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The Solution

Share videos and simple instructions on how to access remote deposit capture, peer-to-peer payments, rewards programs, financial education, and more. They’ll thank you for it.

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CUSTOMER CASE STUDY

Hudson River FCU Lifts eStatements
Enrollment by 68%

Read more

CUSTOMER CASE STUDY

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

Read more

PLATFORM VIDEO

Turn Checking Accounts into Engaged Relationships
Learn how banks and credit unions use the platform to make it easy for new checking account openers to adopt account-related services.

CUSTOMER CASE STUDY

Hudson River FCU Lifts eStatements Enrollment by 68%

Read more
online banking on laptop

CUSTOMER CASE STUDY

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

Read more

PLATFORM VIDEO

Turn Checking Accounts into Engaged Relationships
Learn how banks and credit unions use the platform to make it easy for new checking account openers to adopt account-related services.

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What our customers have to say

Hanscom FCU logo

“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 Hansom FCU SVP

Dan Ziniti
SVP, Member Experience Director

Southwest Financial logo

“The platform is easy to use, and the journeys make it simple for our members to receive the information needed to fully utilize their accounts, allowing us to focus on growing our membership base.”

Melanie Kennedy Southwest Financial CEO

Melanie Kennedy
CEO

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