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 2018.

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.

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

FIS Fintech Accelerator logo

MVP Award Winner

CreditUnion.com Winner Badge

Innovation Series Winner

Silver Award Winner

Pitch Competition Winner

Meet the management team

Charlie Kroll

Chief Executive Officer

Ted Brown

Co-founder, Executive Chairman

Jonathan Crossman

Co-founder, Chief Technology Officer

Adam Westley

SVP, Sales & Strategic Partnerships

Kim Rose

Chief Customer Officer

Travis Bjorklund

Senior Director of Product

Hallie Wiseman

Senior Director of Marketing

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