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mortgage cross-sell, house and trees

CUSTOMER CASE STUDY

ALLIANCE CU Generates an 33:1 Gross Profit ROI on Mortgage Cross-Sell

ALLIANCE CU delivered pre-qualified, traditional mortgage offers to members that recently applied with a competing financial institution. Members received three personalized emails and two SMS messages that link to a personalized web page. For every $2 dollar invested in the Digital Onboarding platform and Equifax data combined, the campaign generated $34 dollars in gross profit.

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Online Banking on laptop

CUSTOMER CASE STUDY

Garden Savings FCU Increases Online Banking and eStatements Enrollment

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credit card cross-sellcredit card case study

CUSTOMER CASE STUDY

Certified FCU Doubles its Credit Card Cross-Sell Rate

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Emails

CUSTOMER CASE STUDY

Canopy Credit Union Generated 3x Higher Email Open Rates for its Investment Services Cross-Sell Campaign

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Increase customer engagement messages

CUSTOMER CASE STUDY

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

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Customer interviews

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Certified Federal Credit Union's VP of Marketing, Product & Service Jay Lassiter shares what he needs to do to keep members and compete with larger banks.

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Get advice from First Bank of Alabama's Marketing Officer, Brooke Bayliss on how to deepen relationships with account openers.

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Railroad Industrial FCU leverages the FLEX integration to save time & deliver automatic insights

The Digital Onboarding platform has helped Railroad Industrial improve member engagement, cross-sell products & services, and retain existing members.

Credit Unions & Digital Onboarding

Hear what Certified FCU, Railroad & Industrial FCU, and Canopy CU think of the Digital Onboarding platform and the team.

Banks & Digital Onboarding

Hear what First Bank of Alabama, Leader Bank, and Somerset Trust Company think of the Digital Onboarding platform and the team.

DCU boosts checking account cross-sell to auto loan holders

The largest credit union in New England motivated auto loan holders to open checking accounts by sending personalized emails and digital guides that convert.

Hudson River Financial FCU eliminates paper welcome kits

By using the Digital Onboarding platform, more new members adopted digital account-related services and made Hudson River Financial their institution of choice.

Somerset Trust Company shares their experience

By implementing the platform, 70% of new checking and savings customers adopted additional products and services. Hear about their results and what they think of our team.

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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Turning account holders into engaged relationships

Navigating 4 Phases of the Journey

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

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PLAYBOOK

How to Maximize Checking Account Activation Rates

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We can do better.

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

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Want to build deeper relationships?

Try text messages.

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Product sheets

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.

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Maximize checking account activation & usage

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

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Platform videos

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.

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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