Digital Onboarding News

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!”

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.

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.”

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.”

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.”

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!”

September 18, 2023

Pittsford FCU selects the Digital Onboarding platform to fuel organic growth

“Credit unions that deliver an exceptional member experience can drive significant organic growth,” said Meredith Constantino, Branch Manager, Pittsford Federal Credit Union. “The Digital Onboarding adoption platform makes it easy for members to adopt services like direct deposit, mobile banking, and eStatements. It also makes it easy for a credit union with a small team to deliver personalized journeys that motivate action. The platform is a key part of our strategy to become members’ primary financial institution.”

September 11, 2023

ZYNLO Bank selects the Digital Onboarding adoption platform to deepen relationships from a distance

“Banks can acquire accounts online all they want, but that does not mean those customers will deposit their paychecks and transact,” said Brittny Williams, F.V.P., Digital Growth and Partnerships, ZYNLO. “To build a profitable digital-only bank, institutions must ensure they can effectively turn account openers into deep relationships. The Digital Onboarding adoption platform is integral to our growth strategy.”

August 14, 2023

Quincy CU selects the Digital Onboarding adoption platform to engage new members

“We chose the Digital Onboarding platform because of the rave reviews and our positive impressions of the team,” said Deborah Schopperle, Director of Marketing, Quincy Credit Union. “We know that we will receive the advice and support we need. The platform is uniquely designed to help us engage members as soon as they join, and it will be key to building long-lasting relationships. We are excited to deliver the best-in-class new member experience they deserve!”

April 3, 2023

Digital Onboarding Collaborates with Jack Henry to Turn Account Openers into Profitable Relationships with Friction-Free Activation & Cross-Selling

"Bank and credit union marketers that personalize their messages and deliver them consistently across channels will prevail over institutions that rely on generic marketing,” said Jennifer Packard, Chief Product Officer, Digital Onboarding. “We collaborated with Jack Henry to give institutions that use the Banno Digital Platform the ability to deliver enrollment tools and personalized promotional units that drive product and service adoption. The platform is fully automated, so it always presents customers and members with offers and education that are relevant to where they are in their financial journey.”

March 31, 2023

Chief Marketing Officer for Digital Onboarding grossly underreported new business wins

A bunch of banks and credit unions adopted the platform, and no one knew about it

Just before midnight, company officials at an undisclosed Honky Tonk spoke with an undercover reporter disguised as a rookie barrel racer. One official told the reporter in no uncertain terms that the company had built new relationships with “a bunch of banks and credit unions” but failed to issue press releases because “there were too many good things happening” to keep everyone informed at all times.“

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.”

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!”

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.”

June 9, 2022

UFCU Leverages Award-Winning Digital Onboarding Platform to Improve Member Engagement

Credit union makes it easy for digital account openers to start using their products

"UFCU’s vision is a financially healthy community,” said Michael Irwin, Director of Digital Strategy and Innovation, UFCU. “We need to deliver personalized and actionable experiences that meet our members’ evolving needs and expectations, and we must be able to deliver those experiences day and night. The Digital Onboarding solution is an important piece in helping us achieve our vision. In addition, the integration with Symitar Episys means we can automate our outreach while ensuring that our members get help when they need it.”

June 6, 2022

FVSBank Bridges the Gap Between Account Opening and Account Utilization

Bank leveraging the Digital Onboarding engagement platform to turn account openers into deep and profitable relationships

“With the Digital Onboarding engagement platform, we can automate the new account activation process,” said Kirsten Quam, Chief Marketing Officer, FVSBank. “The platform’s self-service enrollment tools make it easy for members to adopt banking-related services. It is the missing link between the account opening and account activation processes, and I am thrilled we found it!”

May 17, 2022

Lanco FCU Adopts the Digital Onboarding platform to deepen member relationships

Credit union leveraging the Digital Onboarding engagement platform through its partnership with Member Driven Technologies

“We were searching for a solution that could help us achieve our member engagement goals and would be easy for our small team to operate,” said Amy Good, Marketing Manager, Lanco Federal Credit Union. “The Digital Onboarding platform appears to be the perfect solution! I appreciate that the pre-built campaign templates will allow us to launch our first campaigns quickly, and the self-service enrollment tools will make it easy for our members to start using account-related services. I am also excited to use the platform to better engage with our indirect auto loan holders to expand upon those membership opportunities.”

April 27, 2022

Community Service Credit Union Enables Members to Adopt Services at Lightning Speed

Credit union leveraging the award-winning Digital Onboarding platform to deepen member engagement

“We are committed to making the new member onboarding process faster and sleeker for members and credit union staff,” said Christa Bryce, Marketing Manager, CSCU. “The Digital Onboarding platform makes it easy for people to adopt all of CSCU’s banking services. It also makes it easy for members to track their progress towards becoming a fully engaged member, and it will give us the same visibility.”

April 4, 2022

Gulf Credit Union Adopts The Digital Onboarding Platform To Achieve Primary Financial Institution (PFI) Status

Credit union leveraging the Digital Onboarding engagement platform to increase account activation and loan cross-sell rates

Gulf Credit Union selected the award-winning Digital Onboarding engagement platform to help members fully activate their new accounts and motivate them to turn to the credit union when they need a loan.

March 31, 2022

Associated Healthcare Credit Union Adopts The Digital Onboarding Platform To Expand Member Relationships

Credit union leveraging the Digital Onboarding engagement platform to increase account activation and cross-sell rates

Associated Healthcare Credit Union (AHCU), which has been serving healthcare employees, professionals, and their families for more than 69 years, selected the award-winning Digital Onboarding engagement platform to motivate members to adopt core banking services and additional products.

March 23, 2022

Deseret First Credit Union Selects A New Platform To Increase Average Products Per Member

Credit union leveraging the Digital Onboarding engagement platform to deepen relationships with auto loan holders and other members

Deseret First Credit Union, with more than 72,000 members and $922 million in assets, selected the award-winning Digital Onboarding engagement platform to deliver personalized experiences that motivate members to turn to the credit union as additional financial needs arise.

March 8, 2022

CreditUnions.com Announces 2022 Innovation Series Winners

Washington, DC – Digital Onboarding, Zest.ai, and Illuma are the winners of CreditUnions.com’s fifth-annual Innovation Series. The 2022 series explored innovations in three categories: digital, lending, and member experience.

Digital Onboarding impressed viewers with its engagement platform. The engagement platform was co-developed with DCU to turn account openers into fully engaged relationships. Email and texts link members to their personalized microsites. Self-service tools aim to simplify the process of adopting digital banking, enrolling in direct deposits, and updating default payment methods at merchants like Amazon and Venmo. The result is a platform that was purpose-built to help credit unions fortify their member relationships.

January 31, 2022

4Front Credit Union Reinvents the New Member Experience With Personalized Digital Journeys

Credit union leveraging the Digital Onboarding engagement platform to deliver a smart, simple experience.

4Front Credit Union, with more than 94,000 members across Michigan, selected the Digital Onboarding engagement platform to make it easy for members to utilize all of the account-related services that are available to them.

January 24, 2022

Rio Grande Credit Union Makes It Easy for Members To Fully Utilize Their New Accounts

Credit union leveraging the Digital Onboarding engagement platform through its partnership with Member Driven Technologies

Rio Grande Credit Union selected the Digital Onboarding engagement platform through its partnership with Member Driven Technologies (MDT), a CUSO that hosts the Episys® core processing system from Symitar® to provide a private cloud alternative for core processing and IT needs.

January 18, 2022

WyHy FCU Adopts the Digital Onboarding Platform To Engage Members Remotely

Credit union leveraging digital engagement platform through its partnership with Member Driven Technologies

WyHy Federal Credit Union selected the Digital Onboarding engagement platform through its partnership with Member Driven Technologies (MDT), a CUSO that hosts the Episys® core processing system from Symitar® to provide a private cloud alternative for core processing and IT needs.

January 10, 2022

Wailuku FCU Reinvents New Account Opener Follow Up After Members Leave the Branch

Credit union leveraging digital engagement platform to facilitate simple, personalized experiences

Wailuku Federal Credit Union selected the Digital Onboarding engagement platform to give new account openers a personalized journey with self-service digital tools to make it easy to adopt account-related services after leaving the branch.

January 5, 2022

Peoples Advantage FCU Selects The Digital Onboarding Platform To Deliver Personalized Member Journeys

Credit union leveraging digital engagement platform through its partnership with Member Driven Technologies

Peoples Advantage Federal Credit Union (PAFCU) selected the Digital Onboarding engagement platform through its partnership with Member Driven Technologies (MDT), a CUSO that hosts the Episys® core processing system from Symitar® to provide a private cloud alternative for core processing and IT needs.

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).

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.

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.

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.

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. 

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.

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.

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.

August 25, 2020

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.

July 9, 2020

“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.”

June 22, 2020

“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.

June 4, 2020

“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.”​

April 21, 2020

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.

March 23, 2020

“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.”