PANEL DISCUSSION: OCT 31 @ 1PM EASTERN
How Top Credit Union Marketers Will Drive Growth in 2024
Panel Discussion
JULY 28
JULY 28
CUSTOMER CASE STUDY
Trax leveraged the Digital Onboarding adoption platform to field new member surveys shortly after account opening. Members received an email and text message that linked them to their Digital Onboarding personalized microsites. The Digital Onboarding Survey Widget was embedded into the microsites, enabling instant feedback with little effort. Staff no longer need to spend 12 hours manually aggregating and uploading paper responses every month, and Trax eliminated the cost of mailing out surveys. The credit union is saving more than $4,000 annually in mailing costs.
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TruStone Financial gets non-digital banking members to use digital services & exceeds digital engagement goal by 263%
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SCE Credit Union acquires 33% more members, cross-sells additional products, and cuts staff workload with a simpler process
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New York University FCU prevents dormancy for 10% of at-risk members using the Digital Onboarding adoption platform
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OCCU helped 50% more indirect auto members to adopt eStatements & reduced length of time to enroll by 63%
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Harborstone Credit Union reduced checking account acquisition cost by 75% & increased digital banking adoption with indirect auto loan members
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Hudson River Financial FCU Increases Member Engagement and Cross-Sell Rates
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Deseret First Credit Union Increases Members Online Debit Card Spending by 40%
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UMassFive Federal Credit Union Increases Direct Deposit Adoption by 25% and eStatements Adoption by 22%
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Leader Bank Reduces Inbound Calls by 27% by Helping Clients Understand Escrow Adjustments
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Peoples Advantage FCU Achieves Default Payment Switches at a Rate 4X Higher Than Average
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Garden Savings FCU Increases Online Banking and eStatements Enrollment
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Canopy Credit Union Generated 3x Higher Email Open Rates for its Investment Services Cross-Sell Campaign
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ALLIANCE CU Generates a 33:1 Gross Profit ROI on Mortgage Cross-Sell
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Pacific Service Credit Union gets 13% of Indirect Auto Loan Members to Sign Up for Additional Products
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Navigating 4 Phases of the Journey
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Learn how banks and credit unions use the platform to make it easy for new checking account openers to adopt account-related services.
Our CEO presents the Digital Onboarding platform at the FIS Fintech Accelerator finale where we were named the Most Valuable Player.
Make it easy to update the Card on File for recurring payments.
Introducing the digital engagement platform built for financial services.
Make it easy to adopt additional products & account-related services on any device.
Check our list of most popular use cases for personal and business banking.
Easily track feedback from multiple sources, and ensure that campaigns receive all of the necessary approvals before they launch.
Remove friction by making it easy to switch direct deposits.
Deliver campaign content, tools & widgets inside digital banking. Sync reporting & analytics across channels.
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People can enroll in any service and accept product terms without logging into digital banking.
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Automatically deliver personalized offers that customers & members value.
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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.
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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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
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
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
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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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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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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