The startup offers a digital adoption platform that enables banks and credit unions to create personalized email and SMS reminders for new clients, guiding them through the activation of financial services products. This approach enhances customer engagement and drives the adoption of account-related services, ultimately fostering profitable relationships between institutions and their account holders.
Funding
$63.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial institutions often struggle to engage new customers and guide them through the activation of various financial services products. This results in low adoption rates of key services like direct deposit, eStatements, and online banking, hindering the development of profitable, long-term customer relationships.
Solution
Digital Onboarding provides a digital engagement platform designed specifically for banks and credit unions to automate and personalize the customer onboarding experience. The platform enables financial institutions to create customized email and SMS campaigns that guide new customers through the activation process for various financial products and services. By delivering tailored messages and self-service tools, Digital Onboarding helps customers quickly adopt essential services, understand product benefits, and build stronger relationships with their financial institution. The platform also offers analytics and insights, allowing institutions to track campaign performance, identify areas for improvement, and optimize their engagement strategies to maximize customer adoption and profitability.
Target Audience
The primary target audience includes banks and credit unions seeking to improve customer engagement, increase adoption of financial services, and build more profitable customer relationships.
Features
- Personalized email and SMS messaging to guide customers through product activation
- Customizable microsites with embedded digital tools for seamless enrollment in services
- Direct deposit widget to facilitate quick and easy direct deposit enrollment
- Enrollment widget to simplify eStatement sign-ups and cross-selling without digital banking logins
- Secure Personalizations Widget to securely display account numbers and other sensitive information
- Cross-Channel Engagement Tool to deliver personalized ads and widgets inside digital banking
- Relational data model to connect customers to products, households, and businesses
- Automated targeting engine to trigger campaigns based on customer behavior and data
- Analytics and insights dashboard to track campaign performance and identify optimization opportunities
- Data Connector Tool to integrate with core banking, digital banking, and CRM systems via API, SFTP, or CSV