Digital Onboarding, Inc. is a software company that provides an engagement platform designed to help banks and credit unions convert new account openers into engaged and profitable long-term customers. The Digital Onboarding, Inc. platform enables financial institutions to deliver personalized communications and digital tools that simplify the process of adopting new banking products and services.
The platform offers features such as:
- Fast enrollment in direct deposits
- Simultaneous updating of default payment methods across multiple merchants
- Acceptance of pre-approved offers using eSignature
- Enrollment in eStatements and Courtesy Pay without requiring a login
- Secure retrieval of account and member numbers online
- Easy opt-in to email and text message communications
- Automation of certificate of deposit (CD) renewals
- Additional product adoption tools
Through personalized messages, dedicated microsites, and enrollment workflows, the solution aims to improve product and service adoption rates while providing actionable insights. Banks and credit unions can track their own adoption metrics and benchmark performance against more than 150 other institutions using the platform. This approach offers a modern alternative to traditional welcome kits, physical mailers, basic emails, and phone outreach, increasing both efficiency and effectiveness in customer engagement.
Digital Onboarding, Inc. is headquartered in Boston, Massachusetts, and operates as a privately held company with a team of 51-200 employees. The company has been recognized with industry accolades, including the Salesforce Accelerate Pitch Competition Winner, FIS Fintech Accelerator MVP Award Winner, Mass Challenge Silver Award Winner, and CreditUnion.com’s Innovation Series Winner (Digital).
Who uses Digital Onboarding, Inc.?
Digital Onboarding, Inc. primarily serves banks and credit unions seeking to deepen customer engagement and streamline the onboarding experience. Notable customers include First Heritage FCU, Deseret First Credit Union, Credit Union of Texas (CUTX), OCCU, Department of Commerce FCU, Leader Bank, TruStone Financial, and FVSBank.
How was Digital Onboarding, Inc. started?
The company was founded by a team with expertise in financial technology and product development. Key members of the founding and leadership team include Charlie Kroll (Chief Executive Officer), Ted Brown (Co-founder, Executive Chairman), Jonathan Crossman (Co-founder, Chief Technology Officer), Travis Bjorklund (Sr. Director of Product), Hallie Wiseman (Senior Director of Marketing), Adam Westley (SVP, Sales & Strategic Partnerships), Kim Rose (Chief Customer Officer), and Kristen Bernardo (VP of Finance & Operations). More about their team and story can be found on their About page.
Use PromptLoop to Uncover Company Data
Looking for more company insights like this? PromptLoop helps you go deeper, providing unique data points and analysis on companies like Digital Onboarding, Inc. and many others. Automate your research and find the information that matters most. Discover how PromptLoop can accelerate your market intelligence. Get A Free Demo to learn more.