Case Study: Alliance Credit Union achieves 33:1 Gross Profit ROI on Mortgage Cross Sell with Digital Onboarding

ALLIANCE Credit Union Generates an 33:1 Gross Profit ROI on Mortgage Cross Sell

ALLIANCE Credit Union Texas wanted to keep members from turning to other lenders when new mortgage needs arose. To do that, the credit union partnered with Digital Onboarding, Inc. and used its automated onboarding and personalization platform to reach members who had recently applied for mortgages elsewhere with targeted, pre-qualified offers.

Digital Onboarding, Inc. delivered a campaign using Equifax data plus personalized email and SMS outreach that linked to custom landing pages. The program generated $3M in mortgage volume in the first five months and produced a 33:1 gross profit ROI, returning $34 in gross profit for every $2 invested, with data and member contacts reusable for future campaigns.

Alliance Credit Union Texas

Abbie Jones

Vice President of Marketing