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 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).

Ted Brown, Cofounder, Chief Executive Officer

Ted Brown

Cofounder, Chief Executive Officer

Jonathan Crossman, Cofounder, Chief Technology Officer

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.

Jonthan Crossman Cofounder & Chief Technology Officer

Jonathan Crossman

Cofounder, Chief Technology Officer 

John Wallace, Chief Sales Officer

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..

John Wallace CSO

John Wallace

Chief Sales Officer

Chief Information Security Officer
Sy Phul Chief Information Security Officer

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.

Sy Phul

Chief Information Security Officer

Matt Gelb Chief Financial 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.

Matt Gelb Chief Financial Officer

Matt Gelb

Chief Financial Officer 

Tricia Hrotko, Vice President of Strategic Growth

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).

Tricia Hrotko VP of Strategy Growth

Tricia Hrotko

Vice President of Strategic Growth

Laurie McLachlan, Chief Marketing 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.

Laurie McLachlan Chief Marketing Officer

Laurie McLachlan

Chief Marketing Officer

Sherita Meyer, Administrator

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.

Sherita Meyer Administrator

Sherita Meyer

Administrator

Account Management

Devon Malloy, Senior Account Manager

As a Venture for America Fellow with a background in digital marketing and design, Devon helps financial institutions build and optimize customer and member campaigns that drive results.

Devon Malloy

Senior Account Manager

Emma Ellswood Senior Account Manager
Emma Ellswood 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.

Emma Ellswood

Senior Account Manager

Liesl Morris Senior Account 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.

Liesl Morris

Senior Account 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.

Rachael Pleasant Account Manager

Rachael Pleasant

Account Manager

Product Development

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.

Jake Buob Director of Engineering

Jake Buob

Director of Engineering

Ben Chodoroff Sr. Software Developer

Ben is a software engineer experienced in helping startups scale and grow. He's enthusiastic about functional programming, distributed systems, and site reliability engineering. Prior to joining this project, he was a senior engineer at mapping startup StreetCred.

Ben Chodoroff

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.

Bruce Colby Junior Software Developer

Bruce Colby

Junior Software Developer

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.

Chad Huber Product Manager

Chad Huber

Product Manager

Nick joined Digital Onboarding after gaining experience in Customer Success at Team Gantt. As Product Specialist, he has deep expertise in the technical aspects of our platform and helps to ensure that customers are able to easily leverage all of its features.

Nick Rogstad Product Specialist

Nick Rogstad

Product Specialist

Sales

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.

Kari Bergh Vice President of Strategic Parternships

Kari Bergh

Vice President of Strategic Partnerships

Roy Stewart Regional Sales Executive

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.

Roy Stewart

Regional Sales Executive

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.

Trevor Thompson Regional Sales Executive

Trevor Thompson

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.

George Gilles Regional Sales Executive

George Gilles

Regional Sales Executive

Dickson Barry 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.

Dickson Barry

Regional Sales Executive

Marketing

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.

Jen Packard Vice President of Sales & Marketing Operations

Jen Packard

Vice President of Sales & Marketing 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.

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.