Follow us

LinkedIn iconTwitter icon

Digital Onboarding
Media Contact:

Laurie McLachlan

laurie@digitalonboarding.com

(617) 921-2916

Digital Onboarding News

Digital Onboarding
Media Contact:

Laurie McLachlan
laurie@digitalonboarding.com
(617) 921-2916

Credit Union Times logo

September 16, 2020

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

Read more
Bank Director logo

July 28, 2020

Exploring Customer Service in the Pandemic Age

Read more
The financial brand logo

April 10, 2020

How Financial Marketers Can Take COVID Outreach to the Next Level

Read more
Arkansas Democrat Gazette logo

September 29, 2019

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

Read more
Financial Brand logo

July 22, 2019

5 Ways to Maximize Your Account Opening and Onboarding Process

Read more
MassChallenge logo

December 17, 2018

MassChallenge FinTech Announces 2019 Inaugural Cohort of Top FinTech Startups

Read more
Financial Brand logo

November 19, 2018

Five Reasons Financial Institutions Struggle With Onboarding

Read more
The Financial Brand logo

September 6, 2018

5 Communication Tips for a Successful Banking Merger

Read more
Fintech Futures logo

August 30, 2018

Mariner's Keeps it Simple With Digital Onboarding

Read more
Financial Brand logo

July 3, 2018

Insiders' Secrets to Onboarding Success in Banking

Read more
Boston Globe logo

May 28, 2018

Big Financial Companies to Team Up to Help Fintech Start Ups

Read more
Financial Brand logo

May 22, 2018

The Best (and Worst) of Finovate Spring 2018

Read more
American Banker logo

May 18, 2018

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

Read more

Press Releases

Up Arrow Icon
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.

Read more
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.

Read more
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

2020 Press Releases

Southwest Financial Federal Credit Union Selects Digital Onboarding, Inc. to Modernize the Member Onboarding Experience (March 20, 2020)

StrategyCorps Partners with Digital Onboarding, Inc. to Help Banks and Credit Unions Grow Profitable Checking Account Relationships (February 18, 2020)

Spirit Financial Credit Union Selects Digital Onboarding, Inc. to Optimize Member Communicate and Education (February 11, 2020)

Pacific Service Credit Union Selects Digital Onboarding, Inc. to Enhance the New Member Onboarding Experience and Expand Existing Member Engagement (January 30, 2020)

New York University Federal Credit Union Selects Digital Onboarding Inc. to Provide an Enhanced Member Experience (January 22, 2020)

American Bank of Commerce Selects Digital Onboarding, Inc. to Maximize New Account Activation Rates and Promote Financial Wellness (January 10, 2020)

2019 Press Releases

Digital Onboarding, Inc., Helps Canopy Credit Union Maximize Membership Value. World-class technology platform offers new ways to connect and engage with members (November 19, 20219)

Railroad & Industrial Federal Credit Union Selects Digital Onboarding, Inc. to Modernize the Experience for New Members that Join at SEG Events (October 18, 2019)

FLEX Partners With Digital Onboarding, Inc. to Help Credit Unions Drive Adoption of Products and Account-Related Services (October 9, 2019)

One Nevada Credit Union Selects the Digital Onboarding Platform to Make it Easy for Digital-Centric Members to Adopt Account-Related Services (October 2, 2019)

Digital Onboarding, Inc. and the DCU FinTech Innovation Center Slated to Host the 2019 Financial Services Engagement Forum in Boston, MA (September 16, 2019)

Hanscom Federal Credit Union Selects Digital Onboarding, Inc. to Maximize New Account Activation Rates and Promote Financial Wellness (August 26, 2019)

CU Evolution Selects the Digital Onboarding Platform to Help Smaller Credit Unions Compete and Thrive (August 7, 2019)

Noble Credit Union Selects Digital Onboarding to Engage New Members Right From the Start (August 5, 2019)

Manatee Community FCU Selects Digital Onboarding, Inc. to Grow New Member Engagement and Satisfaction (July 9, 2019)

Spokane FCU Grows Member Engagement with Strategic Link Partner Digital Onboarding (April 2, 2019)      

Affinity FCU Selects Digital Onboarding Inc. to Provide Better Banking for Members (March 25, 2019)

Old Point Makes it Easier to Switch Banks in Hampton Roads, VA (February 7, 2019)                                          

SUMA (Yonkers) FCU Selects Digital Onboarding Inc. to Deliver a Fully Digital New Member Experience (February 5, 2019)

Spokane Federal Selects Digital Onboarding Inc. to Deliver a Fully-Guided New Member Experience (February 4, 2019)

2018 Press Releases

Hudson River Financial FCU Selects Digital Onboarding, Inc. to Deliver a Best-In-Class New Member Experience (December 3, 2018)

Announcing the Digital Onboarding Platform: Account Activation Solution for Credit Unions (June 19, 2018)

Foothills Credit Union Simplifies New Member Onboarding with Digital Onboarding, Inc. (June 4, 2018)

Alliance Credit Union Selects Digital Onboarding, Inc. to Make it Easy for Members to Adopt Account-Related Service (May 18, 2018)

Belmont Savings Announces Customer Engagement Partnership with Digital Onboarding, Inc. (April 30, 2018)

North Shore Bank Selects Digital Onboarding Inc. to Maximize New Account Activation Rates (April 12, 2018)

Somerset Trust Company Selects Digital Onboarding Inc. to Deliver Superior Customer Service and Convenience (March 19, 2018)

Ohio Healthcare Federal Credit Union Selects Digital Onboarding, Inc. to Maximize Member Engagement Rates (March 5, 2018)

DCU Selects Digital Onboarding, Inc. to Simplify the New Account Activation Process (February 23, 2018)

© 2020 Digital Onboarding, Inc.