Digital Onboarding

We're a passionate team on a mission to help financial institutions build deep and lasting relationships with the people and businesses they serve. We believe that when people feel financially secure, they can achieve what matters most to them. That's why we created a digital engagement platform designed to make financial services more accessible and easier to use. Our journey began in 2015, born from a deep history in the digital account origination space. We recognized a critical gap: new account holders weren't always translating into engaged, profitable relationships for banks and credit unions. After a pivotal conversation with one of the nation's largest credit unions, we decided to tackle this challenge head-on, and the Digital Onboarding platform was launched in 2018.

Our platform is built to help banks and credit unions of all sizes turn new account openers into loyal, long-term customers. We provide personalized, digital journeys through email and SMS that educate and motivate customers to adopt essential services like direct deposit, digital banking, and eStatements. We're a digital-first team, which means we have the privilege of hiring the most talented and kind individuals from across the United States. We thrive on collaboration, creative problem-solving, and challenging the status quo. We don't believe in rigid hierarchies; great ideas are welcomed from every member of our team. While we may be spread out geographically, living in bustling cities and quiet towns alike, we stay connected through tools like Slack and regular video conferences. We also make it a point to come together in person a couple of times a year to connect, collaborate, and strengthen our team bond. We're proud of the work we do and the positive impact we have on our clients and their communities.