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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

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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Press Releases

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Del-One logo

November 16, 2021

Del-One Federal CU Furthers Its Mission to Be the Easiest Credit Union to Do Business With

Del-One Federal Credit Union selected the Digital Onboarding engagement platform to deliver guided, digital journeys and automated tools that make it easy for members to fully utilize the accounts they opened.

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Northeast Bank logo

August 25, 2021

Northeast Bank Selects the Digital Onboarding Platform to Drive Retail Banking Growth

Northeast Bank selected the Digital Onboarding engagement platform to grow its retail banking business by helping new checking account openers adopt the account-related services that drive primacy.

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Greater Nevada Credit Union logo

August 18, 2021

Greater Nevada Credit Union Adopts the Digital Onboarding Platform to Upgrade its New Member Experience

Greater Nevada Credit Union today announced that it selected the Digital Onboarding engagement platform to deliver a best-in-class, consistent new member experience. The platform gives members access to digital tools that make it easier to switch direct deposits, update default card payment methods at multiple merchants simultaneously, and adopt digital banking services that improve the member experience.

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Harborstone Credit Union logo

August 16, 2021

Harborstone Credit Union Automates and Streamlines New Member Onboarding with the Digital Onboarding Engagement Platform

Harborstone Credit Union a Washington-based financial institution with $1.8 billion in assets and more than 85,000 members, has selected the Digital Onboarding engagement platform to automate and streamline its new member onboarding journeys so that Money Management Coaches can focus on what they do best - building meaningful relationships

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July 26, 2021

The Digital Onboarding Engagement Platform Now Enables Automatic Direct Deposit Switches

Digital Onboarding, Inc. creator of the leading digital engagement platform for financial institutions, announced that it has added a new feature that helps banks and credit unions attract more direct deposit enrollments. Customers and members can use the digital feature to instantly and easily switch their direct deposits themselves, without filling out a PDF form or contacting Human Resources.

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White Rose CU logo

July 19,2021

White Rose Credit Union Selects the Digital Onboarding Engagement Platform that Integrates with FLEX

White Rose Credit Union selected the Digital Onboarding engagement platform to welcome new members and deepen relationships with existing ones. The platform is integrated with the credit union’s core processor, FLEX, enabling White Rose Credit Union to trigger member engagement campaigns and track performance automatically.

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July 7, 2021

Maui County FCU Selects the Digital Onboarding Platform to Deliver Personalized Experiences that Drive Member Engagement

Maui County Federal Credit Union selected the Digital Onboarding engagement platform to deliver personalized messages and microsites to every new member automatically. When members visit their personalized microsites, they can access digital tools that make it easier to switch direct deposits, update default card payment methods at multiple merchants simultaneously, and adopt digital banking services that drive cost savings, member satisfaction, and longevity.

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May 27, 2021

Island Federal Credit Union Selects Digital Onboarding, Inc. To Enhance the New Member Onboarding Experience and Expand Existing Member Engagement

Island Federal Credit Union (Island Federal) with over $1.6 Billion in assets, serving nearly 50,000 Members with eleven branches across Long Island, selected Digital Onboarding, Inc. to help achieve its strategic goals by enhancing the new Member onboarding experience and deepening share of wallet across its Member base.

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May 26, 2021

Community National Bank & Trust of Texas Selects the Digital Onboarding Platform to Maximize Digital Banking Services Adoption

Community National Bank & Trust of Texas (CNB&T) selected the Digital Onboarding engagement platform to motivate customers to adopt account-related services.

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STCU logo

May 25, 2021

STCU Selects the Digital Onboarding Platform to Digitally Connect with Members

STCU is implementing the Digital Onboarding engagement platform to satisfy its members’ desire for digital communications and support.

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Narmi logo

May 17, 2021

Narmi and Digital Onboarding, Inc. Bridge the Gap Between Account Opening and Banking Services Adoption

Digital Onboarding, Inc. today announced that it has entered into a partnership agreement with Narmi, a leading provider of frictionless account opening and digital banking products.

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MDT logo

May 13, 2021

Member Driven Technologies Partners with Digital Onboarding to Deliver Digital Journeys that Welcome, Educate and Deepen Relationships with Credit Union Members

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, today announced that it has partnered with Digital Onboarding, a Software-as-a-Service (SaaS) company that helps credit union members to activate, adopt and effectively leverage the financial services that are available to them.

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April 28, 2021

Gather Federal Credit Union is Giving Members Personalized Digital Guides to Increase Services Adoption

Gather Federal Credit Union is implementing the Digital Onboarding engagement platform to create and deliver personalized, step-by-step digital guides for its members.

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April 27, 2021

Peoples Bank of East Tennessee Selects Digital Onboarding, Inc. to Deliver a Personalized Customer Experience

Peoples Bank of East Tennessee is implementing the Digital Onboarding engagement platform to automate and personalize its new account opener follow-up and cross-selling processes.

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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).

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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.

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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.

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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.

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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. 

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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.

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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.

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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.”

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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.”​

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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.

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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.”

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2021 Press Releases

Digital Onboarding, Inc. Joins the Symitar Vendor Integration Program (April 26, 2021)

Small Business Resources and Digital Onboarding, Inc. Partner to Help Banks Increase Customer Engagement & Revenue (April 5, 2021)

Midland Credit Union improves operational efficiencies & the new member experience with Digital Onboarding, Inc (March 16, 2021)

Moven and Digital Onboarding, Inc. Partner to Enhance Adoption of Digital Platforms (March 8, 2021)

Adventure Credit Union Selects the Digital Onboarding Platform to Deliver One-to-One Marketing at Scale (February 23, 2021)

MyGeorgia Credit Union Selects the FLEX-Integrated Digital Onboarding Platform to Engage New Members From the Start (January 9, 2021)

Elevate Federal Credit Union Selects the Digital Onboarding Platform to Create One-to-One Member Relationships via Digital Channels (January 5, 2021)

2020 Press Releases

Digital Onboarding, Inc. Makes it Easier for Debit and Credit Card Issuers to Gain Top-of-Wallet Status (November 12, 2020)

Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships (August 25, 2020)

First Bank of Alabama Chooses the Digital Onboarding Platform to Fully Automate Customer Engagement and Cross-Selling (July 9, 2020)

MassMutual FCU Will Fully Automate New Member and Cross Sell Communications With the Digital Onboarding Platform (June 22, 2020)

First Foundation Bank Chooses Digital Onboarding, Inc. for Its Go-To Digital Client Engagement and Communication Platform (June 4, 2020)

Connect Credit Union Selects Digital Onboarding, Inc. to Maximize Member Satisfaction and Engagement (April 21, 2020)

Certified Federal Credit Union Selects Digital Onboarding Inc. to Deepen Member Relationships (March 23, 2020)

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)