The Digital Onboarding engagement platform helps credit unions turn account openers into engaged and profitable relationships. It provides access to self-service, digital tools that make it easy to enroll in services like direct deposit, digital banking, and eStatements. It helps members update default payment methods at merchants like Amazon and Venmo.

The way Digital Onboarding accomplishes this is through a deep understanding of what drives member engagement at credit unions. They trigger email and SMS reminders that link to personalized, step-by-step digital guides that introduce new members to relevant products and account-related services.

Through Digital Onboarding, credit unions can motivate new members to learn about and enroll in account-related services such as online and mobile banking, direct deposits, and bill pay. They can also encourage adoption of other relevant products such as credit cards, auto loans, CDs, and high-yield savings accounts.

Ultimately, increasing product saturation drives member retention by maximizing engagement in the days (and months) following the opening of a first account. So, not only do members get a strategic introduction to the credit union, but they also become more loyal and profitable in the long run.

Credit unions use the Digital Onboarding platform to welcome members and ensure that they turn to your credit union for additional financial needs.