Turning Account Holders into Engaged Relationships
Navigating 4 Phases of the Journey
Panel Discussion
JULY 28
Turning Account Holders into Engaged Relationships
Navigating 4 Phases of the Journey
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, Professional Services
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
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
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.
Controller
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
Maryyam is a Certified Scrum Master and Project Manager with 7+ years of experience managing complex IT modernization and system integration projects. As a Project Manager, she focuses on creating successful teams and always drives for continuous improvement.
Project 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
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.
Senior Account 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
Miranda is a seasoned digital marketer with experience managing and launching CRM and MA systems, building data-driven campaigns, implementing sales enablement and streamlining sales and marketing data utilization. Her expertise allows her to provide the team a constant pulse on our customers and prospects.
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
Sammi joins Digital Onboarding after earning a degree in Digital Design from Muhlenberg College and a certificate in Digital Storytelling and Marketing from the Experience Lab at UPenn.
Marketing Coordinator
Isabella joins Digital Onboarding with experience in SaaS and eCommerce technology. She graduated from the University of Connecticut with a BA in Digital Media and Design, a minor in Gender Studies as well as received a Graduate Certificate from Experience Lab at UC Berkeley in Digital Marketing and Storytelling.
Creative Campaign Manager
Jake has a decade of experience in software development. He designed innovative solutions in his roles as a Software Engineer at TeamGantt and MojoTech, as Chief Technology Officer at Figmints Delicious Design, and as a Lead Developer at Breezy Hill Designs.
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Director of Engineering
Mike joined Digital Onboarding after co-founding a startup designed to end predatory lending. Mike has two decades of Software Engineering and Database experience at companies like Warner Bros, Sony Playstation, Expensify, Qualcomm, Toyota/Lexus, and Blizzard Entertainment.
Senior Full Stack Engineer
Joseph is an experienced software engineer that loves working on small teams where he can make a big impact. He is passionate about writing quality applications by writing quality code.
Senior Software Developer
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.
Senior Full Stack Engineer
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.
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
Chad joined Digital Onboarding after cofounding and serving as CEO for a software company that helped consumers and businesses save money. He previously managed a portfolio of customers for G5, a SaaS company focused on real estate marketing optimization.
Vice President of Product Management
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.
Sr. Technical Product Manager of Data & Integrations
With a background in sales, digital marketing, research, and analytics, Liesl helps financial institutions build and optimize customer and member campaigns that drive results.
Junior Product Manager
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
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.
Product Specialist
Roy is an experienced financial services sales professional with extensive experience in solution selling. He has held sales leadership roles at companies such as SmartStep Solutions, Infosys, Share One, Dynamic Card Solutions, and Fiserv.
Regional Sales Executive
With a background in the Fintech space spanning training, project management, business development, and sales, Kari has experience collaborating with companies of all sizes and is dedicated to identifying high value partnerships, joint growth, and driving positive recurring results.
Vice President of Strategic Partnerships
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
George joined Digital Onboarding after graduating with a BA from Fordham University. He has a passion for sales, and previously held a sales role at CrowdSync Technology.
Regional Sales Executive
Morgan has a Bachelor's degree in Business Administration with an emphasis in Marketing and Management from CU Boulder. She has many years experience in online sales, in person sales and over the phone sales from multiple different industries. She is skilled at finding solutions to issues clients are having within their company.
Business Development Representative
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.
Regional Sales Executive
Dickson joined Digital Onboarding after helping Birdseye in both Sales and AM roles. He has experience consulting with businesses of all sizes to find their needs and help them achieve their goals online, and has maintained a strong interest in technology and finance, pursuing these interests in his professional life.
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
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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