Digital Onboarding, Inc.

We're back from Puerto Rico! Our 2025 Kick-Off Meeting was a hit. 💥 We reviewed our top priorities & plans, hosted a team competition to surface AI opportunities, held productive break-out sessions & made blankets for a local children's hospital. We also learned a lot from Angus Davis & Pete Lamson during candid panel discussions where they shared advice & reflected on their experiences. No doubt, one of the biggest highlights of the trip was getting the chance to see each other in person & have some fun. What a team! 2025 is going to be a fantastic year. 🥳

The Digital Onboarding team is in Puerto Rico! 🌴 🇵🇷 🌴 We came together to kick off the year, explore new ideas, do a little charity work, and have some fun! We’re just getting started. Stay tuned for more.

Yesterday, Travis J. Bjorklund ❤️ (our Senior Director of Product) met with Stephanie Potter, CCUME, CCUFC (Marketing Director at Peoples Advantage Federal Credit Union). Conversations like this give us a deeper understanding of the problems financial institutions want to solve & their business goals. We entered 2025 with some exciting plans for the platform & we're feeling grateful for our partnership. 🙏

Cale Dillard joined our team as a Senior Solutions Engineer 🥳 He'll help banks & CUs get the most value from our platform & he'll ensure that we're delivering what customers need as we design new features. We're so glad that you're here, Cale! Welcome. 👏

We're thrilled to have Travis J. Bjorklund ❤️ leading our Product team 🎉 He's a true innovator with a unique blend of fintech & martech experience. He'll help continually evolve our platform so banks & credit unions can build deeply engaged relationships with their customers & members. Welcome to the team, Travis! 👏

We are thrilled to welcome Alexis Extract as Senior Customer Success Manager! 🥳 Alexis is passionate about deeply understanding what customers need & executing to drive outstanding results. She will be a tremendous asset in helping our customers deepen their relationships & drive operational efficiencies. Welcome to the team, Alexis! 👏

WE'RE HIRING A PRODUCT EVANGELIST with a knack for crafting irresistible brand & product narratives.💥 As Product Marketing Manager, they'll leverage platform data & market research to build compelling messaging & assets that empower our Marketing, Sales & Customer Success teams to succeed. It's an exciting time to join a growing company that's achieved product-market fit & has exciting plans for 2025. Our digital engagement platform is already helping 160+ banks & CUs turn account holders into deep & lasting relationships & we're just getting started! 🚀 This is a vital role that requires strategic thinking, technical expertise, deep customer empathy, a knack for simplifying complex concepts & a talent for powerful storytelling. Does this sound like you or anyone you know? See the role details & how to apply here: https://lnkd.in/gy3mT-ng

Lindsay Cuda (VP of Marketing) & the team at First Heritage Federal Credit Union just grew eStatement enrollments by 38%! Paper statements can cost CUs $12-36/member/year, so it's a huge win. 💥 How'd they do it? They made enrolling EASY. Here's how: The CU used to email members & link them to digital banking to enroll. Members had to navigate multiple pages to find out how to opt in & many didn't. First Heritage reinvented the eStatement enrollment process. Instead of making members log in, they let people enroll outside of digital banking with an eSignature. In just 7 months, 2,300 members ditched paper statements. The adoption rate with the simpler process is 38% higher than it used to be! Friction is expensive. Simple experiences make members happy & save CUs a lot of time & money. Well done, First Heritage! 🥳

WE'RE HIRING a Growth Marketing Manager to design & execute scalable marketing programs to drive top-of-funnel growth, customer retention & customer upsell success. . 🚀 They'll bring a strong analytical mindset, a creative approach to problem-solving, a talent for persuasive storytelling & a proven track record in B2B demand generation for software or tech companies. See more details & apply here: https://lnkd.in/g8mpavZU

FRICTION IS EXPENSIVE. Here's a quick example: Banks & CUs spend an awful lot of $$$ printing & mailing paper statements. Does anyone really want them? Probably not. Paper statements: Can be easily stolen & pose fraud risks vs. eStatements: Stored securely behind FIs' firewall & encryption protocols So, why doesn't everyone enroll in eStatements? FRICTION. 😩 The average digital banking session lasts just 90 seconds. People don't want to fish around figuring out how to enroll. Our advice 👉 Make enrolling easy. Help them opt in without having to log in. 💥