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6/23 Panel Discussion: The proven way to attract, activate & grow banking
relationships


Join us as a panel of industry experts weigh in on the top bank and CU marketing
challenges.

Register now


PANEL DISCUSSION

JULY 28

Book a demoContact UsSupport
Our platform
Platform overviewSimple campaign set upAutomated targeting & testingActionable
insightsResources
How we help
Acquire customers & membersIncrease account activation & engagementIncrease
account activation & engagementMaximize cross-sellAttract small businessesGrow
customer satisfactionImprove operational efficienciesManage conversions &
mergers
Our process
Platform setupTeam supportOngoing strategic support
About us
Company overviewCustomersPartnershipsNews & eventsCareers
Request a demoContact usRequest a demo




THE DIGITAL ENGAGEMENT PLATFORM BUILT FOR FINANCIAL SERVICES


TURN ACCOUNT OPENERS INTO LOYAL, DEEP, & PROFITABLE RELATIONSHIPS

Platform overview


ENGAGE CONSUMERS & BUSINESSES

If new account openers don’t engage in the first 30 days, they probably never
will. Use the platform to motivate customers to use services like online and
mobile banking, automatic payments, direct deposits, eStatements, cards, and
more. Become their primary financial institution. Drive account activation


EXPAND EXISTING RELATIONSHIPS

When customers and members turn to your institution for additional products and
services, they’re more profitable and likely to stick around. Use the platform
to deepen relationships. Access best-practice campaign templates and deliver
personalized, targeted offers that convert. Increase cross-sell


EDUCATE & MAXIMIZE SATISFACTION

Enrolling in digital services is one thing, using them regularly is another.
Create campaigns that educate people and businesses on how to use all of the
cool features that you offer like online and mobile banking services,
peer-to-peer payments, and remote deposit capture. Maximize satisfaction



PERSONALIZED MICROSITES, SMS TEXT MESSAGES, & EMAIL

Deliver digital messages and personalized microsites that make it easy to adopt
additional products and account-related services.


AUTOMATIC OPTIMIZATION

It’s more effective to market products and digital services with digital
communications. It’s more cost efficient, and it’s easier to test, track, and
optimize performance. Learn how you can improve efficiencies.


EASY IMPLEMENTATION

With the Digital Onboarding platform, campaign setup is easy and core
integration is not required so you can launch your first campaign within weeks.
Learn more about our implementation process and how you can get started.


BACKED BY OUR TEAM OF EXPERTS

Our Account Management team will be your secret weapon. We’ll help you sail
through the implementation process, launch best-practice campaigns, measure
results, recommend optimization strategies, and share ideas to help you succeed.

See how we help


TOP-RATED BY CUSTOMERS

Our platform supports banks and credit unions of all sizes, investment
management firms, and credit card companies. Learn more about our customers and
what they have to say.

+100% lift in eStatement enrollment

> “Promoting digital services using digital communications just makes sense. I
> could not be happier with the results!”  

 Michael Powers
CSO, VP Marketing & Lending
Garden Savings FCU

+100% lift in credit card cross-sell rate

> “I wouldn’t have invested in the platform if I didn’t think it would deliver
> better results. This is exactly what direct marketing in the financial
> services space has needed for 20 years.”  

Jay Lassiter
VP of Marketing & Payments
Certified FCU

18:1 gross profit ROI for pre-qualified mortgage offer

> “We are absolutely thrilled with the results! The Digital Onboarding platform
> has been instrumental in helping us far exceed our goals."

Abbie Jones
VP of Marketing
Alliance CU





What our customers have to say

What our customers have to say

What our customers have to say

“We would recommend them anytime, anywhere, to anyone.”


Alina Murcar
Digital Marketing Specialist
Canopy CU




TURN ACCOUNT HOLDERS
INTO RAVING FANS


BECOME THEIR PRIMARY FINANCIAL INSTITUTION

Book a demo


THE ENGAGEMENT PLATFORM FOR BANKS & CREDIT UNIONS


ACTIVATE

Help customers adopt direct deposits, digital banking, eStatements, automatic
card payments, and more.


CROSS SELL

Reach them before they shop around. Deliver personalized cross-sell offers that
convert.


EDUCATE

Show them how to use digital banking, P2P payments, and remote deposit capture.


ACTIVATE

Help customers adopt direct deposits, digital banking, eStatements, automatic
card payments, and more.




CROSS SELL

Reach them before they shop around. Deliver personalized cross-sell offers that
convert.


EDUCATE

Show them how to use digital banking, P2P payments, and remote deposit capture.


TOOLS THAT BUILD BUSINESS


TAP INTO A LIBRARY OF DIGITAL FEATURES THAT WE DESIGNED WITH FINANCIAL
INSTITUTIONS IN MIND



Grow card transactions
‍Give them a way to simultaneously update their default payment methods at
places like Amazon® and Venmo®.

Drive direct deposits
Direct deposits drive primacy and profitability. Help customers and members
enroll in direct deposit in seconds.

Boost app downloads
‍Help them download the right mobile banking app for their iOS or Android device
with a click or QR code.

Share data securely
‍Share account & member numbers securely to support direct deposit & digital
banking enrollment.

Provide digital support
Integrate your automated chat or interactive video support tools into any
personalized microsite.

Capture email & text message opt-ins
Capture emails, mobile numbers, and consent to email and text people.


YOUR DIGITAL
RELATIONSHIP BUILDER


MESSAGES

Automatically trigger personalized emails & text messages




PERSONALIZED MICROSITES

Link messages to microsites that are customized on the fly




SELF-SERVICE TOOLS

Embed digital tools with just one click




BACKED BY A TEAM OF EXPERTS

We’ll help you sail through implementation, launch best-practice campaigns,
measure results, and optimize your campaigns.

We've got you covered


BACKED BY A TEAM OF EXPERTS

We’ll help you sail through implementation, launch best-practice campaigns,
measure results, and optimize performance.

We've got you covered



TRUSTED BY INNOVATORS

We work with financial institutions of all sizes

Our customers


“Promoting digital services using digital communications just makes sense. I
could not be happier with the results!”

- Michael Powers, CSO, VP Marketing & Lending

+100%

lift in eStatement
enrollment

“I wouldn’t have invested in the platform if I didn’t think it would deliver
better results. This is exactly what direct marketing in the financial services
space has needed for 20 years.”  

- Jay Lassiter, VP of Marketing & Payments

+100%

lift in credit card
cross-sell rate

“We are absolutely thrilled with the results! The Digital Onboarding platform
has been instrumental in helping us far exceed our goals."

- Abbie Jones, VP of Marketing

18:1

gross profit ROI for
pre-qualified
mortgage offer




AWARDS & RECOGNITION





GETTING STARTED IS EASY PEASY


GETTING STARTED IS
EASY PEASY

Book a demo

Quick launch

No heavy IT lift

No software install

Dedicated support

Pre-built campaigns

Automated targeting

Book a demo


Sign up for Digital Onboarding emails

You'll receive exclusive content including: Digital Onboarding offers, timely
and timeless news stories, research, and financial services industry insights.
You may unsubscribe at any time.

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Suite 1703 #42644
Boston, MA 02115

sales@digitalonboarding.com(724) 309-1349

ABOUT US

Our storyOur customers

RESOURCES

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CONNECT

Contact usCareersRequest a demo

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