Media Contact

Laurie McLachlan

laurie@digitalonboarding.com

(313) 487-7720

Media Contact

Laurie McLachlan
laurie@digitalonboarding.com
(313) 487-7720

Digital Onboarding News

Check out our upcoming events, press releases, Digital Onboarding in the news, and more.  

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Events

See all our upcoming conferences, social gatherings, and webinars.

APRIL

  • 2: IMPACT: Cornerstone Annual Meeting, Cocktail Party @ Anton’s Taproom & Restaurant > > register now
  • 3-5: IMPACT: Cornerstone Annual Meeting (Kansas City, MO)

MAY

  • 20-22: Financial Brand Forum (Las Vegas, NV) > > learn more
  • 22: Financial Brand Forum, Dinner @ Jean Georges Steakhouse (Las Vegas, NV) > > register now
  • 28-30: Corelation Hybrid Conference (San Diego, CA)

JUNE

  • 12-14: COCC Conference (Mohegan Sun, CT)
  • 26-29: IBAT Connecting Leaders Conference (San Antonio, TX)

AUGUST

  • 4-6:  Bridgemark Banking Congress (Washington DC)

OCTOBER

  • 7-10: Jack Henry Connect (Phoenix, AZ)
  • 8-10: IBAT Annual Convention (San Antonio, TX)

APRIL

2

IMPACT: Cornerstone Annual Meeting, Cocktail Party @ Anton’s Taproom & Restaurant > > register now

3-5

IMPACT: Cornerstone Annual Meeting (Kansas City, MO)

MAY

20-22

Financial Brand Forum (Las Vegas, NV)

> learn more

28-30

Corelation Hybrid Conference (San Diego, CA)

JUNE

12-14

COCC Conference

26-29

IBAT Connecting Leaders Conference

AUGUST

4-6

Bridgemark Banking Congress (Washington DC)

OCTOBER

7-10

Jack Henry Connect (Phoenix, AZ)

8-10

IBAT Annual Convention (San Antonio, TX)

Press Releases

2024 Press Releases

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Digital Onboarding light blue logo

May 22, 2024

Update from Digital Onboarding co-founder, Ted Brown:  Why I hired my mentor to be CEO

The past several months at Digital Onboarding have been extraordinary. Since the New Year started, we have announced a $58M capital raise from Volition Capital, surpassed 150 valued financial institution customers, and added key talent to our remarkable team across a wide array of disciplines. Thinking back to the 2017 Salesforce Dreampitch Competition win that provided the initial capital needed to keep the business going, I’m amazed at how far we’ve come toward our mission of helping financial institutions build deep and lasting relationships.

As we continue to seize the opportunity in front of us, I am thrilled to share that I will be moving into the Executive Chairman role, where I will get to focus on the areas I’m most passionate about, including long term strategy and evangelism of our mission.

Read more

March 18, 2024

First State Bank & Trust trades its 2x2x2 engagement strategy for an automated approach

The Digital Onboarding engagement platform is helping 140+ banks & credit unions turn new account openers into multi-product relationships

“While we previously relied on traditional tactics and personal outreach to drive early engagement, it was difficult to ensure consistency, and the strategy did not drive great results,” said Shelley McTigue, Vice President and Retail Sales and Communications Officer, First State Bank and Trust. “Our team spent time designing a new onboarding process, but we realized it was going to be a lot of manual effort and lacked the all-important self-enrollment piece Digital Onboarding has to offer. We knew we could make much swifter progress by adopting the Digital Onboarding platform. It is purpose-built for financial institutions, and we are thrilled!”

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Armstrong Bank logo

March 7, 2024

Armstrong Bank selects the Digital Onboarding platform to enhance the customer journey

The platform’s self-service tools make it simple to adopt banking services and additional products

“To grow deposits and compete in today’s market, we must make it unbelievably easy to do business with our bank,” said Jonathan Sexton, Executive Vice President, Director of Innovation, Armstrong Bank. “At Armstrong Bank, we always strive to treat our customers like family. In doing so, we must make it easy for our products and services to be adopted, and Digital Onboarding helps us to do that for them.”

Read more

January 18, 2024

Digital Onboarding grabs $58M to help banks with profitable customer engagement

Digital Onboarding, a SaaS company specializing in helping financial institutions strengthen relationships with customers, secured $58 million in growth capital from Volition Capital to continue developing its digital engagement platform.

Read more

January 18, 2024

Digital Onboarding grabs $58M to help banks with profitable customer engagement

“We have very few competitors in the space, and only about a quarter to a third of our market knows about us,” Brown said. “With this funding, we also have an opportunity to accelerate our product roadmap and have 140 very happy customers who would buy more from us if we have more to sell.”

Read more

April 26, 2021

Digital Onboarding, Inc. Joins the Symitar Vendor Integration Program

Digital Onboarding, Inc, the company that created a fully automated digital engagement platform for credit unions, today announced that it has joined the Symitar® Vendor Integration Program (VIP).

Read more

April 5, 2021

Small Business Resources and Digital Onboarding, Inc. Partner to Help Banks Increase Customer Engagement & Revenue

Digital Onboarding, Inc. today announced that it has entered into a partnership agreement with Small Business Resources, a company that helps banks acquire small business deposits, treasury management, and lending services.

Read more

March 16, 2021

Midland Credit Union improves operational efficiencies & the new member experience with Digital Onboarding, Inc

Digital Onboarding, Inc. today announced that Midland Credit Union has selected its fully automated digital engagement platform to free staff from manual onboarding tasks and ensure that new account openers are consistently educated on all of the services and benefits that the credit union offers.

Read more

March 8, 2021

Moven and Digital Onboarding, Inc. Partner to Enhance Adoption of Digital Platforms

Movencorp Inc. today announced that it has entered into an agreement with Digital Onboarding Inc. to make it easy for financial institutions to drive customer and member adoption of digital platforms.

Read more

February 23, 2021

Adventure Credit Union Selects the Digital Onboarding Platform to Deliver One-to-One Marketing at Scale

Digital Onboarding, Inc. today announced that Adventure Credit Union selected its fully automated digital engagement platform to deliver highly personalized communications that maximize new member engagement and cross-selling. 

Read more

February 9, 2021

MyGeorgia Credit Union Selects the FLEX-Integrated Digital Onboarding Platform to Engage New Members From the Start

Digital Onboarding, Inc. today announced that MyGeorgia Credit Union has selected its fully automated digital engagement platform to better engage with new members from the start of their relationship. The Digital Onboarding platform is integrated with the FLEX core processing system, enabling the credit union to trigger personalized member communications and automatically track performance.

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January 5, 2021

Elevate Federal Credit Union Selects the Digital Onboarding Platform to Create One-to-One Member Relationships via Digital Channels

Digital Onboarding, Inc. today announced that Elevation Federal Credit Union is implementing its fully automated digital engagement platform to deepen member relationships, increase revenue, and grow operational efficiencies.

Read more

November 12, 2020

Digital Onboarding, Inc. Makes it Easier for Debit and Credit Card Issuers to Gain Top-of-Wallet Status

Digital Onboarding, Inc., a SaaS company that provides a digital engagement platform purpose-built for financial services, today announced a new feature that enables debit and credit cardholders to update their default payment methods at multiple merchants within seconds.

Read more
Digital Onboarding logo

August 25, 2020

Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships

Digital Onboarding, Inc., a SaaS technology company that provides a fully automated customer and member engagement platform, announced that it has closed its Series A investment. The round included investments from Detroit Venture Partners and other institutional and individual investors. In connection with the financing, John Philpott, a Partner at FINTOP Capital and one of the founding team members of S1 Corporation, and Shawn Ward, Senior Managing Director at Jack Henry & Associates (NASDAQ: JKHY), joined the Board of Directors.

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First Bank of Alabama logo

July 9, 2020

First Bank of Alabama Chooses the Digital Onboarding Platform to Fully Automate Customer Engagement and Cross-Selling

“First Bank of Alabama is focused on growing retail accounts and, with the Digital Onboarding platform, we can instantly engage new account openers and deepen relationships down the line,” said Chad Jones, President and CEO, First Bank of Alabama. “We like that the platform is fully automated and enables us to quickly and easily deploy digital campaigns that grow our business.”

Read more
MassMutual FCU logo

June 22, 2020

MassMutual FCU Will Fully Automate New Member and Cross Sell Communications With the Digital Onboarding Platform

“Our team has been relying on an email platform to communicate with members but the process is quite manual and inefficient,” said Chris Brown, Chief Operations Officer, MassMutual FCU. “With the Digital Onboarding platform, we can stay ahead of the curve by automatically triggering SMS and email messages that link to personalized, step-by-step digital guides that help members take advantage of our full suite of products and services. Even better, the platform will free up time that we can allocate to other strategic projects.”

The Digital Banking Report and J.D. Power found that the easiest and most immediate form of communication, SMS text, is both the most impactful on satisfaction and also the least used.

​“It is inspiring to partner with a credit union that embraces a truly modern approach to communicating with its members,” said Ted Brown, CEO, Digital Onboarding, Inc. “We are thrilled to help MassMutual FCU deepen member relationships while increasing efficiencies through automation.”​

“Financial institutions, especially credit unions, that ignore the Digital Transformation imperative risk becoming obsolete and irrelevant in the eyes of their members,” said Brown. “MassMutual FCU is committed to being at the forefront of digital transformation and offering our members the experience they deserve.”

About Digital Onboarding Inc.
Digital Onboarding Inc. is a SaaS technology that offers a fully automated digital engagement platform that is purpose-built for financial institutions. The platform enables banks, credit unions, credit card companies, and investment management firms to create personalized emails, texts, and step-by-step digital guides to optimize customer lifecycle communications at every stage. For Digital Onboarding media inquiries, contact Laurie McLachlan, Chief Marketing Officer, at laurie@digitalonboarding.com or (617) 921-2916.​

About MassMutual FCU

MassMutual Federal Credit Union is a not-for-profit, financial cooperative formed in 1962 by 35 employees of the Massachusetts Mutual Life Insurance Company to serve its employees. The credit union’s 13,000 members are MassMutual employees, MassMutual Financial Professionals, their family members, and others who work on MassMutual campuses. The credit union is committed to being at the forefront of digital transformation and offering its members the exceptional experience they deserve. For MassMutual FCU media inquiries, contact Jacqueline Lopez, Marketing Manager, at jlopez@massmutual.com or (413) 744-4780.

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StrategyCorps logo

June 4, 2020

First Foundation Bank Chooses Digital Onboarding, Inc. for Its Go-To Digital Client Engagement and Communication Platform

“First Foundation is excited to pair its best-in-breed new account opening solution with Digital Onboarding’s best-in-breed engagement platform to increase client satisfaction, deepen relationships, and reduce support call volume,” said Jimmy Ton, SVP, Director of Digital Channels, First Foundation Bank. “We are growing our Digital Bank by delivering a first-class user experience and digital capabilities. Digital Onboarding, Inc. is a partner that will help us succeed by making it easier for clients to adopt critical services like online and mobile banking, direct deposit, automatic payments, and e-Statements.”​

Read more
Connect Credit Union logo

April 21, 2020

Connect Credit Union Selects Digital Onboarding, Inc. to Maximize Member Satisfaction and Engagement

Connect Credit Union, a member-owned financial institution with over $75 million in assets, selected Digital Onboarding Inc., a SaaS technology company, to increase member engagement with new and existing members by providing them with a fully automated activation platform. ​“We have been relying on branch staff and direct mail as the main form of communication with our members for years and knew we needed to add a more modern approach,” said Cynthia Ryan, Vice President of Operations, Connect Credit Union.

Read more
Certified Federal CU logo

March 23, 2020

Certified Federal Credit Union Selects Digital Onboarding Inc. to Deepen Member Relationships

“Certified Federal transitioned from old-school direct mail and mass email tactics in welcoming new members to personalized campaigns that leverage the digital channels our members use most,” said Jay Lassiter, Vice President of Marketing and Payments, Certified Federal.  “The Digital Onboarding platform delivered personalized, prequalified campaigns and our credit card cross sell conversion rate doubled.”

Read more

2023 Press Releases

November 27, 2023

East Cambridge Savings Bank selects the Digital Onboarding platform to engage checking account openers

The platform helps customers adopt banking services and additional products

“We chose the Digital Onboarding platform because we needed to make it easier for customers to add and quickly adopt services like direct deposit, bill pay, and eStatements,” said Joanne Aliber, Senior Vice President of Marketing and Strategy, East Cambridge Savings Bank. “We can now deliver personalized digital journeys that guide account openers and give them easy ways to enroll in services. Increasing adoption rates for sticky services is one of the best ways to build lasting relationships. The Digital Onboarding engagement platform is built for this.”

Read more

November 20, 2023

Buckeye State CU selects the Digital Onboarding platform to inform members, activate accounts & cross-sell

The platform helps deliver a best-in-class member experience that drives referrals

“Our best defense against competition is delivering a best-in-class experience that members tell their friends about,” said Daniel Perry, Senior Vice President and Chief Strategy Officer, Buckeye State Credit Union. “The Digital Onboarding platform ensures that members understand what we offer and turn to us first when key milestone moments occur and needs arise. We can now make it easy for people to adopt banking services and products that make their lives better. That will drive more referrals, which is key to growth.”

Read more

October 10, 2023

Legacy CU makes it easy to adopt banking services with the Digital Onboarding adoption platform

The credit union will use the platform to achieve primary financial institution status

“Generic letters and basic emails do not motivate new account openers to engage with the credit union fully,” said Leia Ragland, Assistant Vice President, Marketing and Business Development, Legacy Credit Union. “We selected the Digital Onboarding adoption platform because members can enroll in direct deposit online in seconds and make our card their default payment method at their favorite merchants. We can now deliver highly personalized onboarding journeys for every member and see the results in real-time. It is the ideal solution for credit unions focused on maximizing organic growth!”

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2022 - 2018 Press Releases

September 8, 2022

Velocity Solutions Partners with Digital Onboarding to Help Financial Institutions Deepen Relationships and Increase Account Profitability

“We’re very excited about this partnership and the additional value an integrated solution can bring to our clients and consumers alike,” said Mike Triggiano, Executive Vice President of Product Management and Corporate Development, Velocity Solutions. “The Digital Onboarding platform is innovative, unique, and fits seamlessly into Velocity’s suite of solutions. The new partnership is a win, particularly for our existing clients. They can leverage the VelocityConnector for implementation, giving them the power to launch new features and services much faster than custom core integration development and batch file processing. Further, existing Velocity clients will enjoy minimal implementation time, as we already have their data file history.”

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August 4, 2022

Marquis Software Solutions Partners with Digital Onboarding to Help Financial Institutions Deepen Relationships

Actionable data and an award-winning engagement platform will help customers achieve primary financial institution status

“Financial institutions spend hundreds of dollars to acquire a checking account, but many accounts are closed in the first year,” said Susan R. Faulkner, CEO, Marquis. “The industry has an engagement problem, and Marquis is partnering with Digital Onboarding to solve it. We deliver actionable insights that can fuel growth, and with the Digital Onboarding partnership, Marquis can offer financial institutions a way to capitalize on those insights. It is the perfect match, and I am excited to partner!”

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July 21, 2022

CommonWealth One Adopts the Digital Onboarding Platform to Drive Organic Growth

Credit union leveraging the Digital Onboarding engagement platform to deepen member relationships

“Members traditionally come to credit unions for low-rate loans, and with increased competition from banks and fintechs, they do not always return for more services,” said Karyle Thornton, Chief Marketing Officer, CommonWealth One. “Credit unions need a proven relationship-building strategy, and they should start by examining how they welcome new members. We invested in the Digital Onboarding platform because it allows us to deliver highly personalized campaigns that make it easy for members to enroll in services and adopt additional products. Since Digital Onboarding serves many credit unions, the team offers expert guidance and best-practice campaign templates, which is invaluable for small teams.”

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In the news

CU Broadcast logo

August 4, 2021

Island FCU First to Use Automatic Direct Deposit Switch for Members

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May 28, 2021

Digital Onboarding: The Relationship Gap (Part 1)

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April 5, 2021

Digital Onboarding Inks Partnership with Small Business Resources

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March 23, 2021

4 Ways to Strengthen the Digital Banking Sales Journey

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Credit Union Times logo

September 16, 2020

How CUs Are Adapting to New Business Development in the Age of COVID

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Bank Director logo

July 28, 2020

Exploring Customer Service in the Pandemic Age

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The financial brand logo

April 10, 2020

How Financial Marketers Can Take COVID Outreach to the Next Level

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Arkansas Democrat Gazette logo

September 29, 2019

New 'Personal Touch' Tech Reliant: Fintechs Re-establishing Banking/Customer Connections

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Financial Brand logo

July 22, 2019

5 Ways to Maximize Your Account Opening and Onboarding Process

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MassChallenge logo

December 17, 2018

MassChallenge FinTech Announces 2019 Inaugural Cohort of Top FinTech Startups

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Financial Brand logo

November 19, 2018

Five Reasons Financial Institutions Struggle With Onboarding

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The Financial Brand logo

September 6, 2018

5 Communication Tips for a Successful Banking Merger

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Fintech Futures logo

August 30, 2018

Mariner's Keeps it Simple With Digital Onboarding

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Financial Brand logo

July 3, 2018

Insiders' Secrets to Onboarding Success in Banking

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Boston Globe logo

May 28, 2018

Big Financial Companies to Team Up to Help Fintech Start Ups

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Financial Brand logo

May 22, 2018

The Best (and Worst) of Finovate Spring 2018

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American Banker logo

May 18, 2018

Benefits of Beta: Small Banks Look Past Risk in Pairing with Startups

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April 18, 2018

17 Startups Graduate from Salesforce Accelerate Program

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June 29, 2017

The Judges at a Startup Contest Hosted by Salesforce Gave These 4 Key Tips to Get Funded

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