Digital Onboarding

The Digital Onboarding adoption platform helps banks and credit unions turn account openers into engaged and profitable relationships. With personalized messages, microsites, and enrollment tools, the platform makes it easy to:

◆ Enroll in direct deposits in seconds
◆ Update default payment methods at multiple merchants at once
◆ Accept pre-approved offers with an eSignature
◆ Enroll in eStatements & Courtesy Pay without logging in
◆ Retrieve account & member numbers online
◆ Opt-in to email & text messages
◆ Adopt additional products
◆ And more!

Banks and credit unions can easily track product and service adoption rates and compare their performance to 100+ institutions using the platform. The platform enables institutions to deliver highly personalized communications that are more effective and efficient than traditional welcome kits, mailers, basic emails, and phone calls.

The platform was named the Salesforce Accelerate Pitch Competition Winner, FIS Fintech Accelerator MVP Award Winner, Mass Challenge Silver Award Winner, and CreditUnion.com’s Innovation Series Winner (Digital).