Case Study: a $1.1 billion Mid-Atlantic credit union boosts engagement 450% with Digital Onboarding

$1.1b Credit Union boosts digital adoption 450% with Digital Onboarding

A major credit union with $1.1 billion in assets faced the challenge of engaging members who had indirect auto loans. Their manual process of outbound phone calls was inefficient, with only 10% of new members being reached, and it consumed significant staff time. To address this, the credit union partnered with Digital Onboarding to implement its automated onboarding platform.

Digital Onboarding's solution used automated email campaigns and personalized microsites with widgets to facilitate actions like mobile app downloads and direct deposit setup. This resulted in a 450% increase in digital service adoption, with 9% of indirect members opening new checking accounts. The automation also saved the credit union 90 staff hours per month, transforming these members into more profitable relationships.