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CUSTOMER CASE STUDY

Switches to Digital Onboarding and increases direct deposit setups by 375%

CUTX leveraged the Digital Onboarding engagement platform to increase direct deposit and other service enrollment rates. CUTX sent members up to seven emails and six text messages encouraging them to enroll in various services. Each message linked members to their personalized Digital Onboarding microsite. At the 90-day mark, the results of this campaign met or exceeded the goals set forth by CUTX.

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P1FCU logo

CUSTOMER CASE STUDY

P1FCU beats direct deposit setup goal by 60%.

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$1.1 Billion Credit Union

CUSTOMER CASE STUDY

A Mid-Atlantic area credit union increases digital service adoption rates for indirect auto loan members by 450%

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CUSTOMER CASE STUDY

Trax Credit Union increases survey response rate by 415% & saves thousands with digital surveys

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CUSTOMER CASE STUDY

TruStone Financial gets non-digital banking members to use digital services & exceeds digital engagement goal by 263%

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CUSTOMER CASE STUDY

Rize Credit Union acquires 33% more members, cross-sells additional products, and cuts staff workload with a simpler process

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CUSTOMER CASE STUDY

New York University FCU prevents dormancy for 10% of at-risk members using the Digital Onboarding adoption platform

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CUSTOMER CASE STUDY

Hudson River Financial FCU Increases Member Engagement and Cross-Sell Rates

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CUSTOMER CASE STUDY

OCCU helped 50% more indirect auto members to adopt eStatements & reduced length of time to enroll by 63%

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CUSTOMER CASE STUDY

Harborstone Credit Union reduced checking account acquisition cost by 75% & increased digital banking adoption with indirect auto loan members

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CUSTOMER CASE STUDY

Leader Bank reduces inbound calls by 27% by helping clients understand escrow adjustments

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CUSTOMER CASE STUDY

Deseret First Credit Union increases members online debit card spending by 40%

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CUSTOMER CASE STUDY

UMassFive Federal Credit Union increases direct deposit adoption by 25% and eStatements adoption by 22%

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CUSTOMER CASE STUDY

Peoples Advantage FCU achieves default payment switches at a rate 4X higher than average

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CUSTOMER CASE STUDY

Garden Savings FCU increases online banking and eStatements enrollment

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CUSTOMER CASE STUDY

Certified FCU doubles its credit card cross-sell rate

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CUSTOMER CASE STUDY

Canopy Credit Union generated 3x higher email open rates for its investment services cross-sell campaign

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Leader Bank logo

CUSTOMER CASE STUDY

ALLIANCE CU generates a 33:1 gross profit ROI on mortgage cross-sell

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$1.4 Billion Credit Union

CUSTOMER CASE STUDY

A California-based credit union gets 13% of indirect auto loan members to sign up for additional products

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Customer interviews

Customers share their results using the Digital Onboarding engagement platform

Certified Federal CU doubles its credit card cross-sell rate

Why Leader Bank stopped sending mailers & making calls to new account openers

Somerset Trust Company sees 70% increase of new customers adopted additional products & services

Railroad & Industrial FCU (now branded Trax CU) leverages the FLEX integration to save time & deliver automatic insights

Hudson River Financial FCU sees an increase in new members adopting digital account-related services

What credit union customers have to say about how the platform has helped to engage and retain members, and cross-sell products & services

Learn how bank customers use the platform to engage new customers, cross-sell products, and retain customers

Customers share the importance of partnering with a digital engagement platform provider

Del-One FCU's Director of Business Intelligence highlights the importance of digital engagement partnerships

4Front Credit Union utilizes the Digital Onboarding engagement platform for onboarding allowing them to set it and forget it

Greater Nevada CU's VP of Marketing shares the benefits he sees partnering with Digital Onboarding

Amanda Habansky, President/CEO, shares how Peoples Advantage plans to keep members engaged

Brooke Bayliss, Marketing Officer at First Bank of Alabama, shares her advice for bank marketers

Customers share why early engagement is key

One Nevada CU knows engagement needs to go beyond account opening

Rio Grande Credit Union's VP Marketing shares why early engagement for new account openers is vital

Del-One's Daniel McCarthy explains the importance of anticipating customer needs

One Nevada's SVP & CMO emphasizes why getting members to convert early on is important due to so many distractions

Customers talk about the importance of removing friction from the experience

Jay Lassiter from Certified Federal Credit Union explains why it's vital for members to have an easy way to set up their account

Daniel McCarthy from Del-One FCU explains how expectations for simple experiences have shifted

Del-One Federal Credit Union's Chief Administrative Officer speaks to the importance of simple experiences

4Front CU's Rachel Hunter explains that to keep members engaged banking needs to be made simple

4Front Credit Union values align with Digital Onboarding by making banking smart and simple

Download eBooks

Ongoing Onboarding:
The Antidote for Disengaged, Unprofitable Customers

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GUIDE FOR BANKS & CUs

Mastering the Art & Science of M&A Communications

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GUIDE FOR BANKS & CUs

Marketing copy that drives banking services adoption

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GUIDE FOR BANKS & CUs

How to maximize email marketing effectiveness

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A GUIDE FOR BANKS & CUs

Text messaging: Manage the risks & reap the rewards

PLAYBOOK

How to Maximize Checking Account Activation Rates

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Turning account holders into engaged relationships

Navigating 4 Phases of the Journey

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PLAYBOOK

How banks & CUs can raise more deposits in 2023

Educational articles

The key to an engaged relationship?

Money in. Money out.

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Bringing people in is exciting, but watch the back door.

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5 communication tips for a successful banking merger

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We can do better.

It’s time to lose the 2x2x2 onboarding strategy.

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How to increase email open rates: A guide to subject lines & preheaders

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Want to build deeper relationships?

Try text messages.

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Industry discussions

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.

8-minute live demo: Become the institution of choice

Our CEO presents the Digital Onboarding platform at the FIS Fintech Accelerator finale where we were named the Most Valuable Player.

Learn how credit unions can better compete and win by gaining a competitive edge and implement top strategies to leapfrog the competition

Watch our panel discussion and learn how to grow engagement, loyalty & profitability by becoming a frictionless financial institution

In this panel discussion we analyze the changing competitive landscape and the reasons today’s consumers choose their financial institutions

Product info

Increase debit/credit card usage & interchange revenue

Make it easy to update the Card on File for recurring payments.

Platform overview & feature summary

Introducing the digital engagement platform built for financial services.

Maximize checking account activation & usage

Make it easy to adopt additional products & account-related services on any device.

Turn account openers into engaged & profitable relationships

Check our list of most popular use cases for personal and business banking.

Share campaigns, manage feedback & track approvals

Easily track feedback from multiple sources, and ensure that campaigns receive all of the necessary approvals before they launch.

Simplify Direct Deposits & build lasting relationships

Remove friction by making it easy to switch direct deposits.

Deepen relationships via digital banking

Deliver campaign content, tools & widgets inside digital banking. Sync reporting & analytics across channels.

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Drive product & service adoption with our Enrollment Widget

People can enroll in any service and accept product terms without logging into digital banking.

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Make surveys actionable with our Survey Retargeting Widget

Automatically deliver personalized offers that customers & members value.

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The Digital Onboarding engagement platform is built for banks & credit unions

We make it easy to turn account holders into loyal, profitable relationships by helping them take advantage of account-related services and other products. We'll show you how.

7 Tips for Designing an Effective Onboarding Program

The way an institution welcomes new customers and members has a huge impact on long-term engagement and profitability. Access our top tips for designing an onboarding program that drives adoption of account-related services and maximizes satisfaction from the start.

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The Magic 3: The Services that Drive Engagement and Profitability

Engaging retail checking account holders drives long-term profitability but you don't have a lot of time. The first 90 days are make or break and 25%-40% of new checking accounts are closed within the first year. Learn about the three services that drive engagement and long-term profitability.

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Onboarding tips  

7 tips for effective onboarding

7 Tips for Designing an Effective Onboarding Program

The way an institution welcomes new customers and members has a huge impact on long-term engagement and profitability. Access our top tips for designing an onboarding program that drives adoption of account-related services and maximizes satisfaction from the start.

Download article

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Increase engagement and profitability

The Magic 3: The Services that Drive Engagement and Profitability

Engaging retail checking account holders drives long-term profitability but you don't have a lot of time. The first 90 days are make or break and 25%-40% of new checking accounts are closed within the first year. Learn about the three services that drive engagement and long-term profitability.

Download article

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Onboarding for banks and credit unions

The Onboarding Opportunity for Banks and Credit Unions

Attracting new customers and members takes an investment.

It's well worth it when new account openers fully engage but the clock runs out after the first few months. Check out the stats.

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Missing  marketing link for banks and credit unions

Bank and Credit Union Marketing: The Missing Link

There is no shortage of ways to for banks and credit unions to innovate, but not all opportunities are created equally. Did you know that it costs institutions an average of $300 to acquire a checking account yet 25-40% of new accounts are closed within the first year?

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Marketing funnel for banks and credit unions

The Critical Third Step in the Bank and Credit Union Marketing Funnel

Many in the financial services industry confuse account opening with onboarding but the two represent very different stages of the marketing funnel. Just because institutions acquire accounts doesn't mean their new customers and members will be profitable.

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