Digital Onboarding, Inc.

This week, we welcome Mark Wong to the team as a Senior Full-Stack Engineer! 🥳 We're expanding the team to support our exciting product roadmap, and we couldn't be happier to have him on board. 🎉

We had a fantastic time in Austin, TX 🤠 connecting with customers & CU execs at America's Credit Unions Marketing, PR, & Development conference! We left feeling inspired by the work credit unions are doing to foster the communities they serve. 💪

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

Trevor Thompson & Scott Fennell met Alyssa Jones, MBA (Marshall Community Credit Union) at the America's Credit Unions' conference, and we found out that today is her birthday! 🎂 🥳 Stop by Booth 312 to see how we're helping CUs engage members and deepen relationships. You'll also get the chance to win something delicious from Goldbelly!

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

We're excited about our plans for the platform this year and are investing in bringing on more talent! This week, we welcome L. Gabriel Miller as a Senior Full-Stack Engineer. 👏 Welcome, Gabe! It's great to have you here! 🥳

We are thrilled to welcome Hallie Wiseman 🌎 ✌️ as our new Senior Director of Marketing! 🥳 She is a master at developing high-performing teams, building brand engagement, and driving efficient demand. We have some big plans for the platform this year, and we’re excited to have Hallie on board as we grow our business to the next level. Welcome to the team, Hallie! 👏

America's Credit Unions #GAC2025 has begun! Stop by Booth 1016, and Destin Wilson-Nix & Benjamin Geiger will share how we help expand auto loan relationships & deepen member engagement. It was great seeing you, Jana Erny (President & CEO of Park Community Credit Union). 👋  It's always nice to connect with customers when we're on the road!