Anchoring, Engaging, Accelerating Growth

Digital Onboarding is an automated system of prescriptive communications leveraging multiple channels to engage, anchor and accelerate cross-sell and balance growth among newly acquired checking customers. This product enhances your acquisition strategy with a prescriptive, multi-channel journey that heightens the customer’s experience and accelerates relationship growth.

Why A State-of-the-Art Digital Onboarding Solution Matters

Checking acquisition is expensive, with a cost per account of around $450, little initial deposit gain and no guarantee you’ll be able to grow the relationship to its full potential. What’s more, about 25% of new
customers leave in the 1st year, with half of those leaving in the first 90-days.

Check out our case study

Solution Features

Automated digital solution.

Set it and forget it simplicity

Multi-channel messaging platform.

Text, Email, Direct Mail, DIGITALMail, and Social Media

Indefinitely flexible SaaS platform.

Create as many personalized journeys as your data supports

Life Event Alerts.

Understand and act when your customers are experiencing a monitored life event

Enable one-to-one engagement through Online Appointment Scheduler

Optimized for mobile devices

Incorporate Digital Referral to boost DDA growth

One click report access.

In depth quantitative and qualitative analytics provided through an online reporting portal

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