Case studies & results

Banks and credit unions of all sizes rely on the Digital Onboarding engagement platform to increase digital services adoption and cross-sell rates and it's paying off.

Guy and dog dressed as detectives looking for clues

Digital account services

SCE Credit Union logo

SCE FCU booked 33% more accounts during this month-long campaign and extended more than $1 million in combined credit.

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✔ Enrollment Widget

TruStone Financial logo

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

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✔ Mobile App Download Widget

✔ Text Message & Email Opt-In Widget

Garden Savings logo

Garden Savings FCU increases online banking and eStatements enrollment

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Indirect auto loans

$1.1 Billion Credit Union

A Mid-Atlantic area credit union with $1.1 billion in assets increases digital service adoption rates for indirect auto loan members by 450%

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Harborstone Credit Union logo

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

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$1.4 Billion Credit Union

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

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OCCU logo

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

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Direct deposit

UMassFive College FCU logo

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

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New York University FCU logo

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

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Debit & credit cards

Certified Federal Credit Union logo

Certified FCU doubles its credit card cross-sell rate

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Deseret First Credit Union logo

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

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Peoples Advantage Federal Credit Union logo

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

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Mortgage & escrow

Leader Bank logo

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

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Alliance Credit Union logo

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

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Surveys & email open rates

Trax Credit Union logo

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

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Canopy Credit Union logo

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

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