Panel Discussion: JAN 12 @ 1PM Eastern
How to Get People to Use Their Accounts & Come Back for More
Panel Discussion
JULY 28
How to Get People to Use Their Accounts & Come Back for More
JULY 28
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 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 2018.
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.
We're always on the lookout for talented individuals that want to join our cause. Check out our careers page.
Ted has an entrepreneurial spirit and a keen interest in applying process and technology in Sales to produce consistent, predictable and profitable growth. Ted cofounded Digital Onboarding Inc. after leading sales at Andera, a company that first made it possible to open deposit accounts online. (Andera was acquired by Bottomline in 2014).
Cofounder, Chief Executive Officer
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Before cofounding Digital Onboarding Inc., Jonathan gained more than a decade of experience working in web and mobile development for companies like Digication and DePuy Synthes.
Cofounder, Chief Technology Officer
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John is a senior sales professional with extensive financial services experience and previously held leadership roles at Payveris, Fiserv, ACI, Andera, Entrust Datacard, and Dynamic Card Solutions.
Chief Sales Officer
Laurie joined Digital Onboarding in 2018 after leading marketing for Andera and holding marketing leadership roles at other financial services companies such as JPMorgan, First Marblehead (now Cognition Financial), and PerkStreet Financial.
Chief Marketing Officer
Jen brings 16+ years of experience developing scalable processes and programs that empower sales & marketing teams to drive results. Her strategic and tactical execution, strong program management, and ability to build and lead teams will help drive marketing, sales, and technical execution, accelerating business objectives, while delighting customers.
Chief Product Officer
Tricia has nearly two decades of experience in the banking industry. She most recently served as EVP and Chief Revenue Officer at Clifton Savings. Prior experience includes leadership roles at Sterling National Bank (NYC) and The Provident Bank (NJ).
Chief Customer Officer
Shamila is a solutions oriented, data-driven leader with over 15 years of deep operational experience in the technology, financial and retail industries. She has an entrepreneurial spirit and a passion for getting things done, faster, smarter and better.
SVP, Client Services
Adam has 20 years experience in customer communications and digital transformation for financial services working with 1000's of clients across the globe. He’s held leadership positions in sales, partnerships, and client services. He sits on the board of NEACH Payments Group along with leading partnerships for Digital Onboarding.
SVP, Strategic Partnerships
Sy sits on the board of advisors for Digital Onboarding with over 20 years of risk management and SaaS information security experience at companies such as Dell SecureWorks, RBS Citizens Group, and Bottomline Technologies (formerly Andera) among many others.
Chief Information Security Officer
Kristen is an experienced accounting and finance professional with 15 years of focus on the tech, SaaS, and financial services industries. Kristen prefers working with start-ups and small businesses to help inspire conscientious decision making across all teams to promote strength and stability in the financial well-being of the company.
VP of Finance and Operations
Matt is an engineer by training turned credit analyst, private equity investor for a wealthy NYC family office and ultimately operator and entrepreneur as CFO/COO of a SaaS company he grew from 20 to 220 people and 10x in revenues.
Chief Financial Officer
Lorraine has led a career in the bookkeeping and accounting fields for over 40 years in various industries. She has a passion for hard work and dedication no matter the task.
Compliance Accountant
Sherita is an experienced administrator with over a decade of financial management experience in the non-profit sector. She holds a BS in Financial Services Management and an MBA in Global Business Leadership & International Trade from Johnson & Wales University.
Administrator
Over the last 19 years, Eric has worked in the online banking/fintech industry holding roles in everything from Datacenter Operator to Development Manager to Product Manager. He's also focused on managing front-end customer-facing products, reseller relationships, and deep back-office integrations with the major core providers in the financial services industry.
Senior Technical Integrations Manager
Briana joins Digital Onboarding with a background in marketing, retail banking, and hospitality. She has experience working in the areas of content creation and digital marketing.
Creative Campaign Manager
Pranay is a young professional with a seasoned background in marketing and analytics. He has an adaptable and innovative mindset that helps him drive efficient and sustainable long-term solutions.
Insights & Analytics Manager
Dominique is an accomplished project manager holding Agile PM certifications focusing on process improvement. She offers years of experience streamlining the delivery of high value products for Fortune 50 clients and is motivated by opportunities to strengthen team dynamics.
Project Manager
Ashley is an experienced project manager with a background in fintech banking, strategic partnerships, and SaaS platform integrations. She is well versed in both agile and waterfall methodologies.
Project Manager
Shawn has a full stack developer background with experience in accounting, web apps, and campaign marketing platforms.
L2 Product Specialist
Stephanie brings over 18 years of Technical Support and Customer Service from the tech industry. She's analytical and quickly grasps complex situations and turns them into manageable tasks.
L1 Product Specialist
Sara is coming to Digital Onboarding with a background in marketing, hospitality & brand management. She focuses on campaign opportunities and execution to solidify customer engagement to create powerful results.
Strategic Accounts Manager
Rebecca is an accomplished account manager and versatile digital marketer with experience leading strategic initiatives across North America with an international perspective and local market expertise. She is energized by forming close relationships with customers and ensuring customer satisfaction.
Senior Account Manager
Emma joined Digital Onboarding after holding an account management role at Bluewater Technologies. In her role, she helps financial institutions build and optimize customer and member campaigns that drive results.
Senior Account Manager
Joan is a marketing professional with a career in retail financial services and B2B financial services technology. Her experience and achievements focus on business and sales development, branding, communications, and relationship building.
Senior Account Manager
Chris joins the Digital Onboarding team with years of marketing and account management experience, partnering with clients nationwide to develop strategic, personalized solutions to grow and effectively engage with their target markets.
Senior Account Manager
Shannon is an experienced marketing professional with a background in account management, advertising, and hospitality. Her expertise in client services allows her to build and create strong relationships with clients, while focusing on driving powerful results.
Senior Account Manager
Carolyn is an experienced account manager in the technology and financial services industries. Her expertise in customer success and business planning strengthens customers relationships into strategic partners.
Strategic Accounts Manager
Melissa is an experienced marketing professional, who previously served as the Marketing Communications Manager for a $1 billion credit union in Florida. She brings to Digital Onboarding her years of experience in project management, graphic design, promotional content creation, and credit union marketing and member experience management.
Strategic Account Manager
Andrew is a strategically focused marketing professional with a strong background in managing analytics and data for large globally dispersed organizations. Andrew provides strategic insight and guidance for the sales and marketing teams. He holds a MBA from Indiana University Northwest and a B.A. in Managerial Marketing from Kent State University.
Director of Marketing & Sales Operations
Nicole joined Digital Onboarding after a decade of experience in marketing with an emphasis on digital channels at Bellco, a credit union with nearly $5 billion in assets.
Senior Marketing Manager
Grace has experience as a graphic designer and social media specialist for small businesses, organizations of all sizes, and multiple Fortune 500 companies. With a background in technical illustration, she mixes traditional art theory with modern technology to design effective marketing and brand strategies.
Marketing Content Producer
Bruce is a software developer and previously held roles as a software developer at financial institutions. He has a thirst for knowledge and hunger that have allowed him to continually hone his skills as a developer.
Lead Developer
Robert came to web application development from publishing the first online edition of a regional newsweekly during the Bill Clinton administration. Robert has launched data-driven web applications for small businesses, large financial institutions, leading publishers and nonprofits like Science News, the George W. Bush Presidential Center, and Direct Relief.
Lead Developer
Senior Full Stack Engineer
Jonathan brings 20 years software development experience to Digital Onboarding. He spent 8 years in the San Francisco startup scene, and holds certifications as a Holacracy Coach and practitioner of neuro-linguistic programming.
Senior Full Stack Engineer
Topher has 12 years of experience as a backend web developer, mainly working with companies focused on education and developmental psychology. When he's not at work, he loves trail running, kayaking, reading philosophy, and learning game design.
Senior Full Stack Engineer
Udit has been instrumental in designing and developing new and modified software products for the healthcare and education industries. He has 5 years of extensive experience in these industries with roles as an analyst, mentor, and team lead.
QA Engineer
Jesse joined Digital Onboarding in 2021 after a decade in the FEC industry, where he assisted businesses in maturing their operations and organizing their daily accounting processes.
Director of Product
With a background in marketing campaign development, branding, and project management, Rachael helps financial institutions build and optimize customer and member campaigns that drive results.
Product Marketing Manager
With a background in sales, digital marketing, research, and analytics, Liesl helps financial institutions build and optimize customer and member campaigns that drive results.
Jeremy has over 10 years of experience in Eengineering and Product Management where he's worked to foster collaborative environments for innovation. His focus is with teams by taking their long-term visions and turning them into achievable goals. He holds both his MBA and BSME from the University of Florida.
Product Operations
Trevor has previously held sales management and partner development roles at a number of software and services companies including Cornerstone OnDemand and MomentFeed. An entrepreneur and founder himself, Trevor has experience building and selling a company prior to joining the Digital Onboarding team.
Regional Sales Executive
Adam has joined the Digital Onboarding team after years of experience in the hospitality industry with customer service as his number one goal. With clients being his main priority, he brings optimism and dedication to the table every day.
Regional Sales Executive
Jeff has more than 20 years of experience in the financial service sector. He was a consultant with a leading data-driven management consulting firm, working with banks and credit unions to improve their customer experience and brand image.
Regional Sales Executive
Scott joined Digital Onboarding after spending 4 years in the financial services industry previously holding positions at Vanguard and PineBridge Investments. He graduated with a BS in economics from Juniata College.
Regional Sales Executive
Since earning his Bachelor's degree from Quinnipiac in 2016, Colton has worked in the advertising and software sales industry. He brings enthusiasm and hard work to his role at Digital Onboarding every day, striving to do what is best for his clients.
Destin has worked as an operational supervisor in the private sector for many years. He is data driven and developmentally focused on leveraging product knowledge to create meaningful partnerships. His goal is to deliver clients with a sustainable solution that best suits the longevity and productivity of their initiatives.
Regional Sales Executive
Giordan is an Army Veteran who has worked with today’s fastest-growing technology companies. He has received training by industry-leading experts with a focus on customer success techniques and strategies. Giordan is dedicated to finding a solution that works best for his clients.
Regional Sales Executive
Sheryll has over 15 years experience in the Fintech industry. She's focused on creating collaborative work environments that spark creative and sustainable solutions for clients to seamlessly serve their customers. Sheryll's curiosity, professionalism, and leadership fuel successful project delivery, and are at the center of her relationship-driven approach towards every aspect of her work.
Partnership SME
Accessible banking
Nachos
Data
Beautifully designed software
World-class campaigns
High-fives
Hilarity
Creative thinking
Ball caps
Pub games
Overpromises
Egos
Broken committments
Formal dining
Suits & ties
Shouting
Hierarchy
Micromanagement
Old-school marketing
Mediocrity
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