Onboarding

Turn visitors into lifelong customers

Retention and engagement platform that reactivates dormant accounts, deepens new relationships, and surfaces opportunities your team would otherwise miss.

A visual representation of completed and pending financial actions, illustrating the seamless glide of transactions.

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Built-in outreach platform

Email, SMS, and voice, all automated through a campaign builder. Build sequences, A/B test messaging, and manage metrics with full control.

Built-in outreach platform

Email, SMS, and voice, all automated through a campaign builder. Build sequences, A/B test messaging, and manage metrics with full control.

Every customer supported

Whether they applied for a loan, went dormant for five years, or joined yesterday. If they're in the core, Glide, or LOS, they will have access to continue their onboarding journey with Glide.

Every customer supported

Whether they applied for a loan, went dormant for five years, or joined yesterday. If they're in the core, Glide, or LOS, they will have access to continue their onboarding journey with Glide.

Cross-sell

Real-time liabilities data powers refinance offers, credit card balance transfers, pre-qualifications, and pre-approvals. The right product, at the right moment.

Cross-sell

Real-time liabilities data powers refinance offers, credit card balance transfers, pre-qualifications, and pre-approvals. The right product, at the right moment.

Evergreen journey

The portal lives on after onboarding. Members return to complete unfinished items and receive targeted communication the entire time.

Evergreen journey

The portal lives on after onboarding. Members return to complete unfinished items and receive targeted communication the entire time.

What happens when every new customer activates on day one.

Activation

95% activation rate on day one

Members complete your top three activations 95% of the time, on their own, before they leave the session. No staff involvement required.

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A sleek, frosted glass interface overlaying a vibrant blue and orange abstract background, showing steps for instant funding.

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feature

Dormancy rates cut in half

New customers who activate through Glide Onboarding stay active. Average new customer dormancy rate drops by half within the first 6 months.

Loan types supported

Credit cards

Personal loans

Auto loans

Boats, RVs, & Motorcycles

Line of credit

HELOCs

Account types supported

Personal membership

Minor & custodial

Trust

Business

IRA/ESA/Estate

Request demo

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Seamless Integrations

Glide integrates with the systems you already run. Our own partner ecosystem fills in the gaps with real-time identity, fraud, and payment infrastructure.

Why choose Glide

Product comparison

Before Glide

With Glide

Existing member support

SMS, Email and Voice supported

Self-serve campaign builder with A/B testing

Automated Refer a Friend

Configurability of top activations

Dormant member list generation

SSO from digital banking

Trusted by Leaders in Financial Innovation

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"This product is better than any other product we've ever seen. My VP of Lending said that exact thing — he's never seen a product that does what Glide does."

Craig Booth

CEO, Island Federal Credit Union

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"This product is better than any other product we've ever seen. My VP of Lending said that exact thing — he's never seen a product that does what Glide does."

Craig Booth

CEO, Island Federal Credit Union

Frequently asked questions

Which customers will get access to Glide Onboarding?

All of them. Every member has access to the onboarding portal, regardless of how long they've been with your institution.

How are marketing messages and campaigns configured?

Through our partnership with Customer.io, your team gets an intuitive dashboard to build email and SMS sequences without needing to file support tickets.

What kinds of customer targeting can the platform do?

Glide maintains dozens of activation triggers across deposit accounts and loan activity in order to segment users and target specific profiles. Reach out for the full list of triggers available.

Do you integrate with our CRM?

Glide integrates with several leading CRMs. Reach out for the current list.