Digital Onboarding
HQ Address
68 Harrison Ave, #605, PMB 42644, Boston, MA 02111, United States
Website Address
Business introduction
Activate relationships. Deepen engagement. Amplify growth
Award-winning platform purpose-built for financial institutions and trusted by 170+ banks and credit unions
Our story
Our team has a deep history in the digital account origination space. We know that account holders don't always turn into deep and profitable relationships. After a conversation with one of the nation’s largest credit unions, DCU, we decided to address this critical gap. The Digital Onboarding platform was born in 2018.
Our passion
When people and businesses feel financially secure, they can achieve and enjoy the things that matter most. Institutions should make it simple for customers and members to access and use financial services. Institutions that do this well have a competitive advantage and do a great service for their communities. We’re on a mission to help.
Digital Onboarding Solutions
Digital Onboarding Platform
Pre-built or custom campaigns Choose from our editable campaign templates or use our editor to design from scratch. Add custom CSS and widgets to bring your ideas to life. Objective tracking Set and track goals like enrolling in eStatements or signing up for direct deposit. Manage single or multi-objective campaigns. Personalized experiences Automatically stop messaging......
business needs
- Client Engagement & Management
- Client Marketing & Prospecting
- Client Onboarding & Identity Verification
