Case Study: TruStone Financial Credit Union exceeds digital adoption goals with Digital Onboarding

TruStone Financial exceeds digital adoption goal by 263% with Digital Onboarding

TruStone Financial Credit Union, a large credit union serving Minnesota and Wisconsin, faced a challenge with low digital banking adoption among its members. This lack of engagement increased reliance on branch services and created operational inefficiencies. To address this, TruStone partnered with vendor Digital Onboarding, Inc. to implement their onboarding and nurturing solutions.

Digital Onboarding implemented a targeted multi-channel campaign featuring automated emails, SMS messages, and personalized microsites with embedded widgets to simplify enrollment. This solution delivered exceptional results, helping TruStone exceed its digital adoption goal by 263%, with 1,425 existing members enrolling in digital banking services. The campaign significantly reduced demand on branch staff and made digital adoption more intuitive for members.

TruStone Financial Credit Union