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Introducing the digital engagement layer

Complement all of your deposit & loan origination systems with our simple - yet powerful - engagement platform

Use our platform to connect with customers and members before and after account opening. Follow up with application abandoners and people you meet and motivate them to open accounts. After account opening, maximize the adoption of account-related services and additional products.

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Email & SMS messages

Using mailers and phone calls to build relationships is expensive and results are hard to measure. Use the Digital Onboarding platform to deliver highly personalized email and SMS messages. Engage consumers and businesses on their devices.

Landing pages & guides

Betting on paper communications to promote digital services doesn’t make sense. Use our platform to create landing pages and step-by-step digital guides that educate and motivate customers and members to take action. Track their progress, every step of the way.

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SMS messages are highly effective. Open rates run as high as 98%!


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SMS messages are highly effective. Open rates run as high as 98%!


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Best-practice campaigns

The platform is purpose-built for financial institutions focused on achieving similar objectives. Convert digital application abandoners. Increase card usage. Drive digital banking adoption. Cross-sell. Manage a system conversion. Guide customers and members through a merger. You'll have access to best-practice campaign templates that are customized for your brand and optimized to help achieve your goals.

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Deliver personalized communications. Deepen relationships and grow profitability.

  • Connect customers to assigned relationship managers and support team members.
  • Present personalized cross-sell offers that convert.
  • Increase automatic payments enrollment with upcoming payment and due date reminders.
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Automated targeting & testing

Creating complex marketing decision trees is tedious and usually based on human guesswork. Use the Digital Onboarding platform to easily set automated targeting and testing rules. Optimize campaigns based on verified data.
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Actionable insights

Get real-time insights. Optimize your performance. See what steps customers and members took and understand where they got stuck. We'll leverage aggregated data from our customer network and share tailored recommendations. Learn more

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

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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

Spirit Financial CU logo

“For new and existing members, the Digital Onboarding platform will allow us to market to and educate our members on a one-to-one level about our products and services.”

David Obarowski Spirit Financial CEO

David Obarowski
Spirit Financial CU

Manatee Community FCU logo

“Our team evaluated a number of digital platforms that could help us better engage and satisfy members and found that the Digital Onboarding platform was the best option in the market.”

Sherod Halliburton Manatee Community FCU CEO

Sherod Halliburton
Manatee Community FCU

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© 2020 Digital Onboarding, Inc.