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OneClick Financial builds a digital relationship between you & your customers

It begins with a proactive welcome email driving each customer to their own automated Personal Website. The platform establishes a comprehensive digital communication channel right at the point of enrollment to expand product adoption and maximize cross-sell opportunities.

Putting Automation Into Action



Upon enrollment, the platform immediately triggers a welcome email that introduces the customer to their very own Personal Website.


The customer’s Personal Website stays with them throughout their relationship with the institution driving consistent revenue for the bank or credit union.


Built-in proprietary business rules kick the platform into high gear encouraging cross-sell opportunities and deposit relationship growth.


Valuable insights-driven customer metrics are regularly delivered ensuring continuous improvement and increased ROI.

Cut Through the Clutter. Grow Share of Wallet.

Maximize Cross-sell Opportunities

Maximize Cross-sell Opportunities

Send the right message at the right time and steer your customers or members toward relevant cross-sell products and services.

Increase Revenue

Increase Revenue

An effective communication strategy built on intent allows you to engage with current customers and lead them to the products or services best suited to meet their financial goals.

Expand Your Customer Base

Expand Your Customer Base

Get valuable referrals from your existing customers to generate more opportunities for your bank or credit union.

Forge Long-lasting Relationships

Forge Long-lasting Relationships

Proactive interaction creates a positive customer experience and increases share of wallet. Continuous, relevant engagement encourages lifelong loyalty.

Every Implementation Includes:

Configurable Bank or Credit Union Branding

Seamless integration with your financial institution’s branding, including colors, logo, contact information, and variable messaging provides a consistent customer experience online and in-branch. Enhanced branding is available for a more holistic implementation.

Data-Driven Personalization

Industry-leading customer experience algorithms are designed to hit the customer with relevant content at just the right frequency while avoiding over communication and communications fatigue.

Pre-Populated Content

High-quality content is pre-populated in components to meet the ever-evolving needs of the customer. All content can be customized in both messaging, cadence, and frequency at the institution’s level. Simply tell us what you want.

Ad Hoc Campaigns

Inform your customers and members of your community involvement, branch information and specialized products or services by delivering messages specific to your bank or credit union.


We Make It Easy to Get Started

A OneClick Financial Consultant is assigned to each institution implementation to get your program up and running quickly. Your consultant stays with you well beyond the onboarding process, meeting with you regularly to address the unique needs of your bank or credit union. Here’s what you can expect:

  1. We configure your program based on your specific customer data and unique business drivers.
  2. Our team seamlessly integrates your branding to ensure a consistent customer experience.
  3. Our team implements your customer program and reviews all touchpoint prototypes with you for final feedback.
  4. Final revisions are implemented and your program is launched (in less than 10 business days).

After implementation, your OneClick Financial Consultant sends you monthly metrics reports that pinpoint opportunities for program enhancement.

Constant Fine-Tuning Based on Reporting & Analytics

Detailed monthly analytics reports offer insights for enhancements to create a solution specific to your financial institution’s goal. Actionable next steps can be implemented ensuring constant improvement. Analysis of key metrics is utilized to find powerful indicators to help plant the seeds to grow wallet share.

Interested in more information?

Download the OneClick Overview Guide

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Contact us today to schedule a demo or to learn how OneClick Financial™ can help you build long-lasting relationships with your customers or members and increase cross-sell opportunities.

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