Turning Account Holders into Engaged Relationships
Navigating 4 Phases of the Journey
Panel Discussion
JULY 28
Turning Account Holders into Engaged Relationships
Navigating 4 Phases of the Journey
JULY 28
With our team by your side, you’ll sail through the implementation process and launch best-practice campaigns that deliver business results. Most institutions go live within a couple of months.
Share your brand colors, logo, font styles, images, videos, and other assets to customize digital campaigns that perfectly reflect your brand. Get access to best-practice campaign templates or create something entirely new.
Whether it’s converting digital application abandoners, increasing enrollment in digital banking services, cross-selling, managing a system conversion, or handling customer migrations from an acquisition, we’ll work with you to define the objectives you want to achieve so we can measure success.
You can leverage just about any datapoint to automatically target the right customers and members with the most relevant campaigns. Set targeting criteria based on demographic information, deposit and loan balances, available credit, recent transactions, and other accessible data.
During the implementation process, our team will meet with you on a weekly basis to revise campaign content and to keep the overall project on track.
Data sharing
Choose to load contact data into the platform via manual CSV upload, SFTP, or our API.
Email setup
Provide your SMTP settings and a sender address or add two DNS records that allow us to send emails on your behalf.
Share your brand colors, logo, font styles, images, videos, and other assets to customize digital campaigns that perfectly reflect your brand. Get access to best-practice campaign templates or create something entirely new.
You can leverage just about any datapoint to automatically target the right customers and members with the most relevant campaigns. Set targeting criteria based on demographic information, deposit and loan balances, available credit, recent transactions, and other accessible data.
Data sharing
Choose to import data into the platform via our API, SFTP or CSV upload. Using these methods we can integrate any core, online banking solution, online account opening solution, or customer relationship management platform.
Email setup
Provide your SMTP settings and a sender address or add two DNS records that allow us to send emails on your behalf.
Whether it’s converting digital application abandoners, increasing enrollment in digital banking services, cross-selling, managing a system conversion, or handling customer migrations from an acquisition, we’ll work with you to define the objectives you want to achieve so we can measure success.
During the implementation process, our team will meet with you on a weekly basis to revise campaign content and to keep the overall project on track.
“After spending a year exploring options, we chose the Digital Onboarding platform because it’s incredibly easy to implement and we love the experience it provides.”
Maureen Byrne
VP of Marketing & Product Delivery
Affinity FCU
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