TMCNet:  ChannelNet Launches OneClick Financial for Banks and Credit Unions

[March 07, 2018]

ChannelNet Launches OneClick Financial for Banks and Credit Unions

ChannelNet, a leader in digital customer engagement, has launched OneClick Financial™, a welcome and cross-sell platform developed exclusively for banks and credit unions. With a powerful personalization engine, OneClick Financial enables financial institutions to deliver a customized experience to drive engagement and cross-selling opportunities for new and existing customers.

"OneClick Financial helps banks and credit unions compete more effectively in today's digitally driven world, where online and mobile experiences are increasingly replacing branch interactions," said Paula Tompkins, CEO of ChannelNet.

According to Credit Union Times, branch visits per customer per month have plummeted 88% since the mid-90s, with many new financial institutions offering no branches at all. Ally, the largest branchless bank in the U.S., is using a customized version of the OneClick Financial platform to communicate successfully with three million customers.

"We've developed an affordable, secure, data-driven solution that can be implemented in weekswith a turn-key dedicated concierge help desk to manage content, look and feel and personalization," Tompkins stated. OneClick Financial integrates seamlessly with social media, displays videos, includes surveys and product research tools, and provides unlimited deep links to drive customers back to the bank or credit union website.

As more banking takes place online or with mobile devices, customer experience has become the foundation for financial institutions to cross-sell additional products and services. "The welcome experience sets the stage for customer satisfaction and future growth throughout the relationship," explained Tompkins.

According to a study by Digital Banking Report, a successful onboarding strategy demonstrates to the customer that you know them, are looking out for their individual needs, and will ultimately reward them for their business. "The potential for financial institutions to improve their customer onboarding process as well as their cross-selling capabilities in the first 120 days of the relationship is tremendous," Tompkins added.

ChannelNet has a proven track record of providing digital solutions using a mobile first approach for the financial services industry. The company dominates the automotive lending industry with customers such as Mercedes-Benz Financial Services, Hyundai Capital America and Ally Financial. The company also provides secure self-service account management websites for the mortgage industry via a partnership with Fiserv.


ChannelNet is a leader and pioneer in delivering customer acquisition and retention services via mobile and web-based solutions that work across channels. Using software-as-a-service (SaaS (News - Alert)), its patented marketing automation platform connects leading automotive, financial services and home improvement companies with their customers to sell products and services through brick and mortar, call center, field sales and digital sales channels. The privately held company, founded more than 33 years ago, is based in Dearborn, Mich. with an office in the San Francisco Bay area. More information is available on and OneClickFinancial.Net or follow us on Twitter (News - Alert) @ChannelNet and LinkedIn/Channelnet.

[ Back To Call Center Ad Tech's Homepage ]



JC Penney: 'Brand' inbound calls? Increase Customer Satisfaction? Monetize the Contact Center? Wow!

Hear the Difference: Fill wasted space with experience engagement and revenue