Digital Onboarding, Inc.

United States - Boston, Massachusetts

• 19/01/2024
• Unknown
• $58,000,000

The Digital Onboarding adoption platform helps banks and credit unions turn account openers into engaged and profitable relationships. With personalized messages, microsites, and enrollment tools, the platform makes it easy to:

◆ Enroll in direct deposits in seconds
◆ Update default payment methods at multiple merchants at once
◆ Accept pre-approved offers with an eSignature
◆ Enroll in eStatements & Courtesy Pay without logging in
◆ Retrieve account & member numbers online
◆ Opt-in to email & text messages
◆ Adopt additional products
◆ And more!

Banks and credit unions can easily track product and service adoption rates and compare their performance to 100+ institutions using the platform. The platform enables institutions to deliver highly personalized communications that are more effective and efficient than traditional welcome kits, mailers, basic emails, and phone calls.

The platform was named 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).

Related People

Ted BrownCo Founder

United States - Reno, Nevada

Fintech industry expert and straight shooter, Ted Brown, helps bank and credit union executives grow customer and member engagement and profitability. He is the CEO and Cofounder of Digital Onboarding Inc. which offers a digital engagement platform that is purpose-built for financial services.
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Ted has worked with hundreds of U.S. banks and credit unions throughout his career. He was an early team member at Andera, the creator of one of the nation’s first digital account origination platforms (acquired by Bottomline Technologies in 2014) and cofounded Digital Onboarding Inc. in 2015.
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Ted holds a B.A. in Economics and History from Brown University.

LinkedIn https://www.linkedin.com/in/ted-brown-3398295/