Introducing the Growth Strategy Team at Digital Onboarding

At Digital Onboarding, our mission has always been to help banks and credit unions deepen customer and member relationships through smarter engagement and better experiences. Now, we’re taking that commitment to the next level with the launch of our Growth Strategy Team — a new function designed to empower our customers and community with even more strategic support, best practices, and expert guidance.

Whether you're a customer or simply part of the financial institution community working to activate, engage, and grow customer and member relationships, the Growth Strategy Team is here to help you succeed.

What is the Growth Strategy Team?

The Growth Strategy Team is a dedicated group of marketing strategists with deep expertise in financial services. Their role is twofold:

1. Supporting our customers with strategic guidance

The Growth Strategy Team (GST) works closely with our customers to help them get the most out of the platform. Whether our customers are launching their first onboarding campaign or refining a complex engagement strategy, our GST team is their dedicated partner — delivering data-driven insights, campaign recommendations, and marketing expertise tailored to the institution's goals.

While the GST is currently included as part of our customer support model, we’re excited to introduce future offerings that will expand the scope of strategic guidance. As we evolve, certain advanced services may be packaged for those who want a more tailored, premium experience.

For now, our GST team continues to act as an extension of our customers' teams, working side-by-side to:

• Develop and optimize engagement campaigns
• Share best practices and ongoing strategic support
• Help continuously improve results

Stay tuned for more details on how you can take your engagement strategy to the next level with expanded Growth Strategy Team offerings.

2. Sharing best practices with the industry

Beyond supporting our customers, the Growth Strategy Team also creates educational content, webinars, and frameworks designed to empower the broader financial services community. Our goal is to make engagement smarter, more personalized, and more impactful for institutions of all sizes — even if you're not a Digital Onboarding customer.

Meet the team behind the strategy

Justin Roberts
‍Head of FI Marketing Strategy

Justin is a marketing strategist with a passion for helping financial institutions move from reactive to proactive growth. With a background in leading digital transformation, he brings clarity, creativity, and measurable outcomes to every initiative. At Digital Onboarding, Justin leads the Growth Strategy Team in designing campaigns that are human-centered and data-informed.

Ebony Ivey
Director of FI Marketing Strategy

Ebony brings a wealth of financial services marketing experience, with leadership roles at Discover, Synchrony, and Northwestern Mutual. Her expertise spans customer acquisition, lifecycle marketing, and content strategy — all grounded in results-driven execution. Ebony is focused on helping institutions bridge strategy and action to achieve real business outcomes.

Briana Liu
Creative Campaign Manager

Briana combines strategic vision with creative execution to build impactful engagement campaigns for financial institutions. With a background in digital marketing and first-hand banking experience, she brings a unique perspective to campaign development. Her expertise in UX design, HTML, CSS, and visual storytelling allows her to craft high-performing, customized experiences that turn strategy into results.

Together, Justin, Ebony, and Briana lead the charge in helping banks and credit unions build meaningful, lasting relationships through smarter engagement.

What's next

The Growth Strategy Team is just getting started — and we can’t wait to partner with you. Whether you're looking to improve onboarding, increase product adoption, or retain more customers and members, we're here to help every step of the way. Stay tuned for more content, insights, and hands-on support as we continue helping financial institutions like yours turn engagement into growth.