Engagement Masterclass Series: Join us July 15th @ 1PM ET for Episode 4: Financial wellness as a marketing strategy >Register now
BREAKING NEWS
Engagement Masterclass Series: Join us July 15th @ 1PM ET for Episode 4: Financial wellness as a marketing strategy >Register now
BREAKING NEWS
Get the digital engagement platform made for banks & CUs
Solutions
Help account openers adopt services & use their new accounts
Expand deposit & loan-only relationships. Make them profitable
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We’re here to help resource-starved teams do more. Think of us as part of your team, ready to lighten the load. Don't just take our word for it.
Massud Zahir, Chief Experience Officer at Department of Commerce FCU, shares how the Digital Onboarding platform helps strengthen member relationships, integrates seamlessly with existing systems, and delivers proven ROI—making it the perfect choice for the credit union!
Jay Tuli, President of Leader Bank, shares how personalized digital journeys for new account holders have paid off by saving money, delivering near real-time communication, and presenting a professional image.
Learn why Jill Schaffler, VP of Enterprise Applications, values working with Digital Onboarding, benefits greatly from her Strategic Accounts Manager, and calls it the best vendor relationship she’s ever had.
Kirsten Quam, Chief Marketing Officer at FVSBank, shares how the Digital Onboarding platform saves her time by streamlining campaign creation and member engagement.
Platform
Engage account holders in & outside digital banking
Get ready-made campaign templates & digital tools. Make it easy for people to accept your offers, enroll in services, renew CDs, navigate a merger & more.
Get a clear view of the products & services your account holders use. Identify opportunities to expand relationships & see how the platform drives engagement.
Let our automated targeting engine do the heavy lifting. With best-practice recommendations, you’ll reach the right people—no need to create & upload lists.
There’s no software to install & no big demands on your IT team. We’ll help you tailor our templates or create new campaigns from scratch.
Use our Data Connector Tool to import data easily via API, SFTP, or CSV. Integrate any core, digital banking, account opening, CRM, or third-party system.
Competitors lure your customers & members which leads to silent attrition. System upgrades & mergers can also be damaging. Nurture them and make account holders feel valued.
MVP Award Winner
Innovation Series Winner
Silver Award Winner
Pitch Competition Winner
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#605, PMB 42644
Boston, MA 02111
© 2025 Digital Onboarding, Inc.
68 Harrison Ave
#605, PMB 42644
Boston, MA 02111
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