digital-onboarding-inc

“We wanted one platform that could simplify our marketing efforts, reduce friction for our members, and continue evolving with us. Digital Onboarding delivered both the technology and the partnership we were looking for.”

“The Digital Onboarding platform makes it easy for members to adopt account-related services and additional products. We are so impressed with the results!”

“The Digital Onboarding engagement platform is the perfect solution for saving at-risk members. Our campaign helped NYU Federal Credit Union reengage 10% of at-risk accounts, and we are thrilled!””

“Acquiring new accounts is costly, and we must ensure that account openers are turning into deep relationships.””

““The platform really helped us streamline and digitize our in-branch experience,” said Michael Mattone. “Now we can deliver personalized, digital journeys with self-service tools that make it easy for members to adopt services and additional products. That’s a big win for us!””

“This is a win/win! Mortgage clients are getting the help that they need, and we are saving time and money by greatly reducing the number of phone calls that we receive. The Digital Onboarding platform helps us deliver highly personalized campaigns that clients truly value.”

“Our front-line staff and the Digital Onboarding platform kept members engaged and educated on their account benefits, which made all the difference. Reducing attrition by 25% is a big achievement!”

“Using the Digital Onboarding platform, we can deliver timely and relevant messages that help reduce first-payment defaults while expanding our everyday banking relationships. We are optimistic with our initial results!”

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

“With the Digital Onboarding platform, we are thrilled to be helping our members while saving 260 hours annually!””

“Delivering friendly, helpful service doesn’t have to be so time-consuming. Our previous follow-up program required a lot of manual effort from multiple team members.””

“The Digital Onboarding platform reduced the first-year attrition rate among checking account openers by 10 percent. It feels like a true partnership, and we are thrilled with the results!”

“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.””

“All of the campaigns we’ve launched through Digital Onboarding have performed incredibly well when it comes to open rates. We look forward to using Digital Onboarding for many more campaigns to help better reach and serve our membership.”

“We were thrilled with these results! We had a surprisingly high open rate through Digital Onboarding that I haven’t seen anywhere else.”

“We set modest goals for the Digital Onboarding platform, and it blew away our expectations! The incentive campaign was such a success, I want to make it a permanent offering.”

“Building deep member relationships is a key pillar of our strategic plan, and we are thrilled with the results!”

“It can be difficult to get members to sign up for services when they’ve had their accounts for over a month. With Digital Onboarding, we were able to motivate a sizeable portion of existing checking account holders to adopt direct deposit and eStatements - and it was completely automated.”

“The Digital Onboarding engagement platform is our secret weapon!””

“It’s a mistake to think that members aren’t using digital banking services because they prefer traditional channels. Credit unions that make it really easy to use services will see adoption rates soar.””

“While we weren’t sure what to expect, we were blown away that this effort resulted in a 7% conversion rate and are excited to explore text message marketing more within the platform!”