The award-winning Digital Onboarding adoption platform motivates customers to use their accounts and open additional products. Give customers a personalized microsite with self-service tools that help them enroll in direct deposit and update default payment methods, adopt eStatements and Courtesy Pay, retrieve account numbers, accept product offers, and more. Self-service tools remove friction which is the greatest barrier to full engagement.
In this demo, Ted Brown, CEO, highlights how — with messages, microsites, digital banking promo units, and self-service enrollment widgets — the platform helps people and businesses:
- Enroll in direct deposits in seconds
- Update their default payment methods at multiple merchants at once
- Accept pre-approved product offers with a simple eSignature
- Enroll in eStatements & Courtesy Pay without logging in
- Retrieve their account & member numbers to enroll in services
- And more!
More than 100 financial institutions use the platform so banks can compare their performance and access best-practice campaign templates designed to help you achieve your goals.
