Customer Case Study: Discover why Baton Rouge Telco FCU chose the Digital Onboarding engagement platform to drive operational efficiencies by digitizing and fully automating the CD renewal process.
See how they saved time and money
BREAKING NEWS
We designed our widgets and tools with banks and credit unions in mind. Embed them into our personalized microsites, landing pages, messages, and inside digital banking.
PDF forms are archaic. Requiring people to log in before enrolling in services hinders success. Get access to self-service widgets and tools that make things fast and easy.
Direct deposit drives primacy and profitability, but manual work causes friction. Embed our Direct Deposit Widget into landing pages, microsites, and inside digital banking. Become a top-of-wallet financial institution by helping people enroll in direct deposit in seconds.
Learn moreBill pay is dead. Biller-direct payments are in. With our Card on File Widget, people and businesses can simultaneously make your card the default payment method at multiple merchants. Embed it into landing pages, microsites, and inside digital banking.
Learn moreWith our Enrollment Widget, people and businesses can enroll in any service and accept pre-approved product offers without logging into digital banking. Embed it into landing pages, microsites, and inside digital banking.
Learn moreThey may never enroll in direct deposit or digital banking if they forget their account or member numbers. They may never resume a saved application if they forget their Application IDs. Share sensitive data securely with our Secure Personalizations Widget. Embed it into our landing pages, microsites, and inside digital banking.
Use our Email & SMS Text Opt-In Widget to capture emails, mobile numbers, and consent to message account holders. Embed it into landing pages, microsites, and inside digital banking.
Learn moreUse our Survey Widget to collect feedback on the experience. Discover key life moments and uncover additional financial needs. Use survey response data to retarget people with education and tailored cross-sell offers. Embed it into landing pages, microsites, and inside digital banking.
Learn moreUse our Cross-Channel Engagement Tool to deliver personalized ads and our widgets and tools inside digital banking. Embed campaigns within (hundreds) of digital banking platforms. Meet customers where they already are and provide more utility to their experience.
Learn moreEmbed your automated or live chat into microsites and landing pages with a single line of code. Help account holders accomplish tasks without making them call or visit. Give personal bankers a way to stay connected from a distance.
Make it easy for people to get the right app for their devices without searching an app store. Embed it into landing pages, microsites, and inside digital banking.
Use our Progress Widget to show people and businesses how far they are from completing a process (e.g., activating a new checking account) or earning rewards. Add it to personalized microsites and landing pages, and easily configure it to match your use cases.
Streamline campaign creation and approvals. Reduce paper costs by sharing documents digitally.
Share campaigns, easily track feedback from multiple sources, and ensure that campaigns receive all necessary approvals before launching. The platform generates auditable PDF files with all the campaign details for review and approval.
Learn moreUse our HTML Widget to unlock the settings on email messages, microsites, landing pages, and widgets. Design campaigns that perfectly match your institution’s brand.
Use our Video Embed Widget to share tutorial videos that help account holders learn how to use digital services. Show them how to deposit checks with their phones, add cards to Digital Wallets, check credit scores, and more. Embed it into landing pages, microsites, and inside digital banking.
Use our Document Embed Widget to feature disclosures and other account-related documents on landing pages, microsites, and inside digital banking. Allow account holders to view, save, and print their documents.
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