Case Study: Certified Federal Credit Union doubles credit card cross-sell with Digital Onboarding

Certified Federal Credit Union doubles credit card cross-sell to 2.10% with Digital Onboarding

Certified Federal Credit Union, a large credit union serving the grocery industry, sought to grow its credit card portfolio but had only achieved a modest 1% conversion rate with a previous campaign. To justify further investment in marketing technology, they needed to demonstrate stronger results and deliver a more personalized member experience. They partnered with vendor Digital Onboarding to use its engagement platform for cross-selling.

Digital Onboarding implemented a solution using personalized emails, SMS messages, and customized web pages that displayed prequalified offers with specific details. This approach resulted in a cross-sell rate of 2.10%, which was more than double the credit union's prior results. The campaign clearly demonstrated that personalization improved engagement and conversions, strengthening the justification for continued use of the Digital Onboarding platform.

Certified Federal Credit Union