We make financial services accessible

Our platform makes it easy for people & businesses to adopt products & services that make life better

Many of us have a long history in the digital account origination space and we know that new account openers don't always turn into engaged and profitable relationships. We designed the Digital Onboarding platform to simplify the process and increase new account activation rates which drives profitability.

Our story

Our team has a deep history in the digital account origination space. We know that account holders don't always turn into deep and profitable relationships. After a conversation with one of the nation’s largest credit unions, DCU, we decided to address this critical gap. The Digital Onboarding platform was born in the fall of 2017.

Our passion

When people and businesses feel financially secure, they can achieve and enjoy the things that matter most. Institutions should make it simple for customers and members to access and use financial services. Institutions that do this well have a competitive advantage and do a great service for their communities. We’re on a mission to help.

Backpack

Want to work with us?

We're always on the lookout for talented individuals that want to join our cause. Check out our careers page.

Awards & recognition

Silver Award Winner

MVP Award Winner

FIS Fintech Accelerator logo

Pitch Competition Winner

Meet the team

Leadership

Ted Brown CEO & Cofounder

Ted Brown

Cofounder, Chief Executive Officer

Jonthan Crossman Cofounder & Chief Technology Officer

Jonathan Crossman

Cofounder, Chief Technology Officer 

John Wallace CSO

John Wallace

Chief Sales Officer

Sy Phul Cheif Information Security Officer

Sy Phul

Chief Information Security Officer

Matt Gelb Chief Financial Officer

Matt Gelb

Chief Financial Officer 

Tricia Hrotko VP of Strategy Growth

Tricia Hrotko

Vice President of Strategic Growth

Laurie McLachlan Chief Marketing Officer

Laurie McLachlan

Chief Marketing Officer

Sherita Meyer Administrator

Sherita Meyer

Administrator

Account Management

Michael Chang Account Group Director

Michael Chang

Account Group Director

Devon Malloy

Senior Account Manager

Emma Ellswood Senior Account Manager

Emma Ellswood

Senior Account Manager

Liesl Morris Senior Account Manager

Liesl Morris

Senior Account Manager

Rachael Pleasant Account Manager

Rachael Pleasant

Account Manager

Product Development

Jake Buob Director of Engineering

Jake Buob

Director of Engineering

Mike Fisher Senior Software Engineer

Mike Fisher

Senior Software Engineer

Greg Jastrub Senior Software Engineer

Greg Jastrub

Senior Software Engineer

Bruce Colby Junior Software Developer

Bruce Colby

Junior Software Developer

Chad Huber Product Manager

Chad Huber

Product Manager

Nick Rogstad Product Specialist

Nick Rogstad

Product Specialist

Sales

Kari Bergh Vice President of Strategic Parternships

Kari Bergh

Vice President of Strategic Partnerships

Roy Stewart Regional Sales Executive

Roy Stewart

Regional Sales Executive

Trevor Thompson Regional Sales Executive

Trevor Thompson

Regional Sales Executive

George Gilles Regional Sales Executive

George Gilles

Regional Sales Executive

Dickson Barry Regional Sales Executive

Dickson Barry

Regional Sales Executive

Marketing

Jen Packard Vice President of Sales & Marketing Operations

Jen Packard

Vice President of Sales & Marketing Operations

Nicole Brooks Marketing Manager

Nicole Brooks

Marketing Manager

What we do

Accessible banking

Nachos

Data

Beautifully designed software

World-class campaigns

High-fives

Hilarity

Creative thinking

Ball caps

Pub games

What we don't do

Overpromises

Egos

Broken committments

Formal dining

Suits & ties

Shouting

Hierarchy

Micromanagement

Old-school marketing

Mediocrity

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© 2020 Digital Onboarding, Inc.