Case Study: Canopy Credit Union achieves 3x higher email open rates with Digital Onboarding

Canopy Credit Union Generated 3x Higher Email Open Rates For Its Investment Services Cross-Sell Campaign

Canopy Credit Union partnered with Digital Onboarding, Inc. to improve the performance of an investment services cross-sell email campaign. The credit union wanted to reach members with $20,000 or more in savings and encourage them to connect with a CFS financial advisor to better grow their cash assets.

Using the Digital Onboarding engagement platform, Canopy CU tested identical emails against Constant Contact with the same subject line and content. Digital Onboarding delivered a 50% open rate versus 15% with Constant Contact—more than 3x higher—helping the credit union significantly improve member engagement.

Canopy CU

Susan Cerutti-Jensen

Marketing Director