- Service Name
Digital Onboarding
- Industry
Financial Services, Digital Engagement, Customer Onboarding, Fintech
- Main Value Proposition
Digital Onboarding provides a comprehensive solution for financial institutions to automate customer engagement, drive account usage, and enhance profitability through targeted digital strategies.
- Description
Digital Onboarding is a platform designed specifically for financial institutions to enhance customer engagement through digital onboarding processes. It helps banks and credit unions increase customer adoption of digital services and improve overall profitability.
- Key Features
Automated customer engagement tools; Personalized microsites for user guidance; Analytics and insights for performance measurement; Easy setup with no heavy IT lift
- Use Cases
Onboarding new account holders to adopt digital banking services; Cross-selling financial products to existing customers; Educating users on digital banking features and benefits; Automating customer support through chat tools
- Competitive advantages
High customer satisfaction rates with 96% overall satisfaction; Proven results with significant increases in eStatements and direct deposits; No heavy IT requirements for setup, making it accessible for smaller teams
- Strengths
The platform's strengths lie in its ability to automate engagement, provide personalized experiences, and deliver actionable insights that drive financial performance.
- Positioning
Digital Onboarding positions itself as a specialized platform for financial services, focusing on enhancing customer relationships and driving digital adoption.
- Audience
The primary target users are banks and credit unions looking to enhance customer engagement and profitability. The maximum value is derived by marketing teams and customer service departments within these institutions.
- CTA
Book a demo
- Tags
Digital Banking
Customer Engagement
Financial Institutions
Onboarding Solutions
- Tagline
The engagement platform for banks & credit unions
- Tone of Voice
Professional, supportive, innovative
- Differentiation
What makes Digital Onboarding unique is its focus on financial institutions, offering tailored solutions that integrate seamlessly with existing systems and prioritize customer relationship building.
- Brand Positioning
The brand identity emphasizes being a trusted partner for financial institutions, providing innovative solutions that simplify customer engagement and improve operational efficiency.
- Founded
2015-07-22
- Founders
Jonathan Crossman
Ted Brown