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

CreditUnions.com Innovation Series Winner

CreditUnion.com Winner Badge

Silver Award Winner

MVP Award Winner

FIS Fintech Accelerator logo

Pitch Competition Winner

Meet the team


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

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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

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

Jen Packard Vice President of Sales & Marketing Operations

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

Chief Product Officer

Tricia Hrotko VP of Strategy Growth
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

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.

Shamila Nduriri

SVP, Professional Services

Adam Westly SVP, Strategic Partnerships

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.

Adam Westly SVP of Strategic Partnerships

Adam Westley

SVP, Strategic Partnerships

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

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.  

Kristen Bernardo

VP of Finance and Operations

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 

Lorraine headshot

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.

Lorraine headshot

Lorraine Liblanc

Compliance Accountant

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


Professional Services

Maryyam Product Manager
Maryyam Riaz Headshot

​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 ​focus​es​ on creating successful teams and always drives for continuous improvement.

Maryyam Riaz

Project Manager

Briana Liu Headshot

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.

Briana Liu

Creative Campaign Manager

Pranay Insights Analytics Manager
Pranay Headshot Insights Analytics 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.

Pranay Bhargava

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.

Dominique Stewart

Project Manager

Account Management

Sarah Davidson

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.

Sara Davison

Strategic Accounts Manager

Rebecca Garfias, 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.

Rebecca Garfias

Rebecca Garfias

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

Joan 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.

Joan Account Manager

Joan Nieman

Senior Account Manager

Chris Mott, Sr. Account Manager
Chris Mott, Sr. 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.

Chris Mott

Senior Account Manager

Shannon Phelan Sr. 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.

Account Manager Shannon

Shannon Phelan

Senior Account Manager

Carolyn Account Manager
Carolyn 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.

Carolyn Giuliano

Strategic Accounts Manager

Melissa Kornicki 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.

Melissa Strategic Account Manager

Melissa Kornicki

Strategic Account Manager


Nicole Brooks Marketing Manager

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

Senior Marketing Manager

Miranda Casey

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.

Miranda Casey

Miranda Casey

Director of Marketing & Sales Operations

Grace Toyonaga

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.

Grace Toyonaga

Grace Toyonga

Marketing Content Producer

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.

Isabella Montenegro

Creative Campaign Manager

Web Development

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

Lead Developer

Robert Pratt headshot
Robert Pratt headshot

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.

Robert Pratt

Lead Developer

Mike Brannigan

Senior Full Stack Engineer

Jonathan Yankovich Headshot
Jonathan Yankovich headshot

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.

Jonathan Yankovich

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.

Udit Bhanot

QA Engineer

Product Management

Eric Gisler
Eric Gisler

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.

Eric Gisler

Sr. Technical Product Manager of Data & Integrations

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

Product Marketing 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.

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.

Nick Rogstad Product Specialist

Jesse Hamilton

Product Specialist

Shawn Hasten Product Specialist

S​hawn has a full stack developer background with experience in accounting, web apps, and campaign marketing platforms.

Shawn Hasten Product Specialist

Shawn Hasten

Product Specialist


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

Adam Sales Rep

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.

Adam Sales Rep

Adam Paluszynski

Regional Sales Executive

Jeff Taylor Regional Sales Executive
Jeff Taylor 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.

Jeff Taylor

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.

Scott Fennell

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.

Morgan Malcom

Business Development Representative

Dickson Barry

colton hoffman, Regonial 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.

Colton Hoffman, Regional Sales Executive

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.

What we do

Accessible banking



Beautifully designed software

World-class campaigns



Creative thinking

Ball caps

Pub games

What we don't do



Broken committments

Formal dining

Suits & ties




Old-school marketing


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