Digital Onboarding
HQ Address
68 Harrison Ave, #605, PMB 42644, Boston, MA 02111, United States
Website Address
Business introduction
The digital engagement platform built for banks & CUs
Turn account openers into deep & profitable relationships. Become their favorite financial institution
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
Use our platform to connect with customers and members before and after account opening. Follow up with application abandoners and people you meet and motivate them to open accounts. After account opening, maximize the adoption of account-related services and additional products. Measure your business contribution We make it easy to measure what......
business needs
- Client Engagement & Management
- Client Marketing & Prospecting
- Client Onboarding & Identity Verification
