Digital Onboarding, Inc.的封面图片
Digital Onboarding, Inc.

Digital Onboarding, Inc.

软件开发

Boston,Massachusetts 4,639 位关注者

Automate customer and member engagement with ease. Get the digital engagement platform for banks and credit unions.

关于我们

The Digital Onboarding engagement platform helps banks and credit unions turn account openers into engaged and profitable relationships. With personalized messages, microsites, and enrollment tools, the platform makes it easy to: ◆ Enroll in direct deposits in seconds ◆ Update default payment methods at multiple merchants at once ◆ Accept pre-approved offers with an eSignature ◆ Enroll in eStatements & Courtesy Pay without logging in ◆ Retrieve account & member numbers securely online ◆ Opt-in to email & text messages ◆ Automate CD renewals ◆ Adopt additional products ◆ And more! Banks and credit unions can easily track product and service adoption rates and compare their performance to 150+ institutions using the platform. The platform enables institutions to deliver highly personalized communications that are more effective and efficient than traditional welcome kits, mailers, basic emails, and phone calls. The platform was named the Salesforce Accelerate Pitch Competition Winner, FIS Fintech Accelerator MVP Award Winner, Mass Challenge Silver Award Winner, and CreditUnion.com’s Innovation Series Winner (Digital).

网站
http://www.digitalonboarding.com
所属行业
软件开发
规模
51-200 人
总部
Boston,Massachusetts
类型
私人持股
创立
2015
领域
Customer Onboarding、Digital Marketing、FinTech、SaaS、SMB、Banking、Credit Unions、Customer Engagement、Account Activation和Cross-Sell

地点

Digital Onboarding, Inc.员工

动态

  • For the first time, Boston Globe Media and Statista partnered to highlight businesses with impressive revenue growth between 2020 and 2023 in an inaugural list of New England's Fastest-Growing Companies 2025. We are thrilled to announce that we made the list! From 2020 to 2023, we quadrupled our revenue, tripled our customer base, and helped our customers achieve some impressive results: ✅ Credit Union of Texas increased direct deposits by 375% ✅ ZYNLO reduced checking account holder attrition by 64%. ✅ Certified FCU doubled its credit card cross-sell rate ✅ First Heritage FCU increased eStatement adoption by 38% ✅ Leader Bank reduced inbound calls by 27% We’ve been on a mission to help #communitybanks and #creditunions compete and thrive. They have been losing ground to megabanks and #neobanks, which have aggressive pricing strategies and deep pockets. As consumers increasingly favor digital channels, it’s vital that community institutions get really good at building deep and lasting relationships from a distance. We’re proud that the industry sees the value of our platform. Today, 170+ banks and credit unions use it to onboard, nurture, cross-sell, and service their relationships. We’re making major investments this year in expanding our platform’s capabilities, and we’re excited about our growth trajectory. Our rapid growth would not have been possible without the collaboration and support from our customers, and we’re grateful for their partnership. 🙏 https://lnkd.in/gSSNWf4b

  • Accenture dropped its 2025 consumer banking report, which builds on a prior insight: Banks are functionally correct but emotionally devoid. They lost the personal connections that made their relationships great. Here’s the scoop: WHERE’S THE LOYALTY? Is the concept of a PFI dead? Nearly ¾ of consumers have a relationship with a competing bank, and neobanks are winning big. Our take 👉 Neobanks know how to differentiate via niche strategies and features like Early Direct Deposit. They invest in designing intuitive, personalized digital experiences, and it’s working. DIGITAL TRANSFORMATION DETERIORATED RELATIONSHIPS Since 2011, the banking industry has poured $2.8T+ into digital transformation. It drove efficiency and convenience. But it also made relationships feel impersonal and automated. Our take 👉Americans have had the same checking account for an AVG of 17 years. After all of the $ banks spent innovating their way to the top, the Average Joe stuck with the same bank. FIs need to shift their focus. BANKS DROWN IN A SEA OF SAMENESS Sure, today’s mobile apps are slick! The problem is, they all are. Top banks’ mobile app ratings are consistently above 4.5/5. It's hard to compete on tech. Competing on price is also unsustainable. More than half of the people surveyed couldn’t even remember their savings rate. Rates and fees won’t win the game. Our take 👉Banking isn't a rational industry. It’s about people’s dreams and livelihoods. People don't remember features. They remember how you make them feel. ADVOCACY IS WHERE THE MAGIC HAPPENS FIs with the highest advocacy scores (top 20%) grew revenues 1.7x faster than those with the lowest scores. 💪 It’s about having customers who are not only loyal but also actively promote their bank. TO BUILD ADVOCACY, DO THESE 4 THINGS 1) Reassure customers with trust and transparency—they need to know their bank is looking out for them. Invest in financial education, and stop selling so hard. 2) Remember who they are through personalization. Customers are looking for an online experience that feels like an “olden days” conversation. Banks need to build a digital memory that organizes data around each customer. 3) Delight them with interactions that feel effortless and leave them feeling valued. It should feel less like a sales pitch and more like Google Maps. 4) Reward them with meaningful financial benefits, acknowledging their loyalty in ways that make a real difference in their lives. Our take 👉FIs need more effective ways to engage customers from a distance. They need to move beyond promoting rates and fees and hard selling. To win, banks should invest in delivering personalized digital guidance, advice, and rewards. 💥 Read the report: https://lnkd.in/g4Srscvz Michael Abbott Kim Kim Oon Mauro Centonze Antonio Coppolecchia

  • With our Alkami integration, banks and credit unions can turn digital banking into a conversion engine! 🚀 ✅ Instead of presenting the same messages and offers to everyone, institutions can dynamically present personalized, best next actions to every customer and member. ✅ Embedded self-service tools help account holders share their financial needs, enroll in services, adopt products, renew CDs, navigate a merger or system upgrade, and more. ✅ The pre-built integration streamlines the process and ensures that the best next actions are synced inside and outside digital banking. Banks and credit unions have historically relied on branch interactions to build relationships and grow market share. However, today’s consumers are digital-first, and institutions can no longer depend solely on staff-led conversations. By delivering personalized banking experiences and self-service tools that remove friction, banks and credit unions can transform digital banking into a high-performing conversion engine. As a proud sponsor of #AlkamiColab 2025, we invite you to visit us in the Innovation Lab at booth 122. Discover how the powerful partnership between Digital Onboarding and Alkami can help your institution maximize organic growth and turn digital banking visitors into long-term relationships. https://lnkd.in/gYBQzaVx #DigitalBanking #TechFin #Innovation #BankingTrends #creditunions

  • We are searching for a Product Marketing Manager to help us define how we position our platform, craft compelling messaging, and drive go-to-market strategy. 🚀 🔹 Key responsibilities: - Develop positioning & messaging that differentiates our platform - Drive product launches & go-to-market strategy - Create compelling sales enablement & customer education materials - Conduct market & customer research to inform strategy 🔹 Who we're looking for: - 3-5 years of product marketing experience (B2B SaaS preferred) - Experience in GTM strategy & product launches - Strong storytelling & content creation skills 🔹 Who we are: Digital Onboarding is a software company helping banks and credit unions retain and expand customer relationships through personalized digital engagement. Get the details and apply here: https://lnkd.in/gQpU8d7K

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