This is how to build relationships

Introducing the digital engagement platform that helps financial institutions & customers thrive

Don’t let friction stand in the way of an excellent relationship. Give account openers a great experience from the start. Inspire them to adopt digital services and additional products.

Tools that build business

Tap into a library of digital features that we designed with financial institutions in mind.

Grow card transactions

Bill pay is dead. Biller-direct payments are in. With our Card on File Feature, customers can make your card the default payment method at multiple merchants - instantly. Learn more

Increase mobile app usage

Digital banking is more important than ever. Embed our Mobile App Download Widget into a campaign. Make it easy for people to get the right app for their devices.

Share sensitive data securely

If people forget their account or member numbers, they may never enroll in direct deposit or digital banking. If online applicants can't remember their Application ID, they can't complete a saved application. Share sensitive data securely with our Secure Personalizations Feature.

Capture email & SMS text message opt-ins

Unable to email and text message customers and members? We’ll bridge the gap. Use our Email & SMS Opt-In Widget to capture emails, mobile numbers, and consent to message customers.

A platform to connect

It’s not hard to build relationships digitally. You just need the right platform.

Use best-practice campaigns

Financial institutions have similar business objectives. We’ve seen what works. Use ready-made, Best-Practice Campaigns out of the gate, tweak them, or invent your own.

Trigger email & text messages

Create personalized email and SMS text messages. Send as many as you’d like - without paying extra. Stop messages automatically when customers complete the desired action.

Deliver personalized microsites

Navigate customers and members through complex tasks and deliver educational content via Personalized Microsites. Share videos, images, documents, branch locators, and more.

Edit multiple campaigns at once

Reuse message and microsite pages in multiple campaigns. To update the content, make the changes once and instantly update all of the campaigns where the assets are used.

Create one-to-one relationships

Make campaigns more personal. Use any datapoint to personalize messages and microsites. Connect customers to relationship managers. Present customized offers that convert.

Collect instant feedback

Learn how to better serve customers and members and identify additional needs. Use our Survey Widget to collect instant feedback via multiple choice and open ended questions.

Use best practice campaigns

Financial institutions have similar business objectives. We’ve seen what works. Use ready-made, Best-Practice Campaigns out of the gate, tweak them, or invent your own.

Trigger email & SMS messages

Create personalized email and SMS messages. Send as many as you’d like - without paying extra. Stop messages automatically when customers complete the desired action.

Deliver personalized microsites

Navigate customers and members through complex tasks and deliver educational content via Personalized Microsites. Share videos, images, documents, branch locators, and more.

Edit multiple campaigns at once

Reuse message and microsite pages in multiple campaigns. To update the content, make the changes once and instantly update all of the campaigns where the assets are used.

Create one-to-one relationships

Make campaigns more personal. Use any datapoint to personalize messages and microsites. Connect customers to relationship managers. Present customized offers that convert.

Collect instant feedback

Learn how to better serve customers and members and identify additional needs. Use our Survey Widget to collect instant feedback via multiple choice and open ended questions.

Marketing made simpler

Target, test, and track campaigns in a flash.

Target & test automatically

Decision trees are tedious to build—we created smart targeting and testing tools that are painless. Learn more

Measure the business impact

Measure how campaigns impact your business, track progress with graphical dashboards, & drill in for a deeper look. Learn more

Get the help you need

Our team will help you sail through platform implementation, launch best-practice campaigns, measure results, and make campaign optimizations. Learn more

Target & test automatically

Decision trees are tedious to build-- we created smart targeting and testing tools that are painless. Learn more

Measure the business impact

Measure how campaigns impact your business, track progress with graphical dashboards, & drill in for a deeper look. Learn more

Get the help you need

Decision trees are tedious to build-- we created smart targeting and testing tools that are painless. Learn more

Digital Engagement Layer CakeLayer cake representing the digital engagement layer

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.

This is how to build relationships.

Introducing the digital engagement platform that helps financial institutions & customers thrive.

Don’t let friction stand in the way of an excellent relationship. Give account openers a great experience from the start. Inspire them to adopt digital services and additional products.

Tools that build business

Tap into a library of digital features that we designed with financial institutions in mind.

Grow card transaction volume

Bill pay is dead. Biller-direct payments are in. With our Card-on-File Feature, customers can make your card the default payment method at multiple merchants - instantly.

Increase mobile app usage

Digital banking is more important than ever. Embed our Mobile App Download Widget into a campaign. Make it easy for people to get the right app for their devices.

Share sensitive data securely

If customers forget their account number, they may never enroll in direct deposit or digital banking. Share it and other sensitive data securely with our Secure Data Sharing Feature.

email icon

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.

SMS & Email Opt-In

Capture email and SMS opt-ins. Unable to email and text customers and members? We’ll bridge the gap. Use our Opt-In Feature to capture emails, mobile numbers, and consent to message customers.

Fact icon

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

Gartner

Fact icon
fact iconfact icon

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

Gartner

A platform to connect

It’s not hard to build relationships digitally. You just need the right platform.

Web campaign template icon

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.

personalization icon

Personalization

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.
Learn more

Learn more
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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

Learn more

Employ best-practice campaigns

Financial institutions have similar business objectives. We’ve seen what works. Use ready-made, Best-Practice Campaigns out of the gate, tweak them, or invent your own.

Deliver personalized microsites

Navigate customers and members through complex tasks and deliver educational content via Personalized Microsites. Share videos, images, documents, branch locators, and more.

Create one-to-one relationships

Make campaigns sound more personal. Use any datapoint to personalize messages and microsites. Connect customers to relationship managers. Present customized offers that convert.

Trigger email & SMS messages

Create personalized email and SMS messages. Send as many as you’d like - without paying extra. Stop messages automatically when customers complete the desired action.

Edit multiple campaigns at once

Reuse message and microsite pages in multiple campaigns. To update the content, make the changes once and instantly update all of the campaigns where the assets are used.

Collect feedback

Find out how well you are serving customers and members. Identify additional needs. Use our Survey Widget to collect instant feedback via multiple choice and open ended questions.

Marketing made simpler

Target, test, and track campaigns in a flash.

Target & test automatically

Creating marketing decision trees is tedious and often based on human guesswork. We created smart targeting and testing tools that are painless. Learn more

Get the help you need

Our team will help you sail through platform implementation, launch best-practice campaigns, measure results, and make campaign optimizations. Learn more

Measure the business impact

We make it easy to measure what matters - how campaigns impact your business. Track progress with graphical dashboards. Drill in for a deeper look. Learn more

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CUSTOMER CASE STUDY

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

Read moreRead more
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CUSTOMER CASE STUDY

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

Read moreRead more
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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
CEO
Spirit Financial CU

Financial Access 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
CEO
Financial Access FCU

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