Customer Case Study: First Heritage FCU saved paper and increased eStatements by 38%>> Read the case study
BREAKING NEWS
Digital Onboarding grabs $58M to help banks with profitable customer engagement
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Customer Case Study: First Heritage FCU saved paper and increased eStatements by 38%>> Read the case study
BREAKING NEWS
Laurie McLachlan
laurie@digitalonboarding.com
(313) 487-7720
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May 22, 2024
The past several months at Digital Onboarding have been extraordinary. Since the New Year started, we have announced a $58M capital raise from Volition Capital, surpassed 150 valued financial institution customers, and added key talent to our remarkable team across a wide array of disciplines. Thinking back to the 2017 Salesforce Dreampitch Competition win that provided the initial capital needed to keep the business going, I’m amazed at how far we’ve come toward our mission of helping financial institutions build deep and lasting relationships.
As we continue to seize the opportunity in front of us, I am thrilled to share that I will be moving into the Executive Chairman role, where I will get to focus on the areas I’m most passionate about, including long term strategy and evangelism of our mission.
March 18, 2024
“While we previously relied on traditional tactics and personal outreach to drive early engagement, it was difficult to ensure consistency, and the strategy did not drive great results,” said Shelley McTigue, Vice President and Retail Sales and Communications Officer, First State Bank and Trust. “Our team spent time designing a new onboarding process, but we realized it was going to be a lot of manual effort and lacked the all-important self-enrollment piece Digital Onboarding has to offer. We knew we could make much swifter progress by adopting the Digital Onboarding platform. It is purpose-built for financial institutions, and we are thrilled!”
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March 7, 2024
“To grow deposits and compete in today’s market, we must make it unbelievably easy to do business with our bank,” said Jonathan Sexton, Executive Vice President, Director of Innovation, Armstrong Bank. “At Armstrong Bank, we always strive to treat our customers like family. In doing so, we must make it easy for our products and services to be adopted, and Digital Onboarding helps us to do that for them.”
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January 18, 2024
Digital Onboarding, a SaaS company specializing in helping financial institutions strengthen relationships with customers, secured $58 million in growth capital from Volition Capital to continue developing its digital engagement platform.
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January 18, 2024
“We have very few competitors in the space, and only about a quarter to a third of our market knows about us,” Brown said. “With this funding, we also have an opportunity to accelerate our product roadmap and have 140 very happy customers who would buy more from us if we have more to sell.”
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April 26, 2021
Digital Onboarding, Inc, the company that created a fully automated digital engagement platform for credit unions, today announced that it has joined the Symitar® Vendor Integration Program (VIP).
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April 5, 2021
Digital Onboarding, Inc. today announced that it has entered into a partnership agreement with Small Business Resources, a company that helps banks acquire small business deposits, treasury management, and lending services.
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March 16, 2021
Digital Onboarding, Inc. today announced that Midland Credit Union has selected its fully automated digital engagement platform to free staff from manual onboarding tasks and ensure that new account openers are consistently educated on all of the services and benefits that the credit union offers.
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March 8, 2021
Movencorp Inc. today announced that it has entered into an agreement with Digital Onboarding Inc. to make it easy for financial institutions to drive customer and member adoption of digital platforms.
February 23, 2021
Digital Onboarding, Inc. today announced that Adventure Credit Union selected its fully automated digital engagement platform to deliver highly personalized communications that maximize new member engagement and cross-selling.
February 9, 2021
Digital Onboarding, Inc. today announced that MyGeorgia Credit Union has selected its fully automated digital engagement platform to better engage with new members from the start of their relationship. The Digital Onboarding platform is integrated with the FLEX core processing system, enabling the credit union to trigger personalized member communications and automatically track performance.
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January 5, 2021
Digital Onboarding, Inc. today announced that Elevation Federal Credit Union is implementing its fully automated digital engagement platform to deepen member relationships, increase revenue, and grow operational efficiencies.
November 12, 2020
Digital Onboarding, Inc., a SaaS company that provides a digital engagement platform purpose-built for financial services, today announced a new feature that enables debit and credit cardholders to update their default payment methods at multiple merchants within seconds.
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August 25, 2020
Digital Onboarding, Inc., a SaaS technology company that provides a fully automated customer and member engagement platform, announced that it has closed its Series A investment. The round included investments from Detroit Venture Partners and other institutional and individual investors. In connection with the financing, John Philpott, a Partner at FINTOP Capital and one of the founding team members of S1 Corporation, and Shawn Ward, Senior Managing Director at Jack Henry & Associates (NASDAQ: JKHY), joined the Board of Directors.
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July 9, 2020
“First Bank of Alabama is focused on growing retail accounts and, with the Digital Onboarding platform, we can instantly engage new account openers and deepen relationships down the line,” said Chad Jones, President and CEO, First Bank of Alabama. “We like that the platform is fully automated and enables us to quickly and easily deploy digital campaigns that grow our business.”
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June 22, 2020
“Our team has been relying on an email platform to communicate with members but the process is quite manual and inefficient,” said Chris Brown, Chief Operations Officer, MassMutual FCU. “With the Digital Onboarding platform, we can stay ahead of the curve by automatically triggering SMS and email messages that link to personalized, step-by-step digital guides that help members take advantage of our full suite of products and services. Even better, the platform will free up time that we can allocate to other strategic projects.”
The Digital Banking Report and J.D. Power found that the easiest and most immediate form of communication, SMS text, is both the most impactful on satisfaction and also the least used.
“It is inspiring to partner with a credit union that embraces a truly modern approach to communicating with its members,” said Ted Brown, CEO, Digital Onboarding, Inc. “We are thrilled to help MassMutual FCU deepen member relationships while increasing efficiencies through automation.”
“Financial institutions, especially credit unions, that ignore the Digital Transformation imperative risk becoming obsolete and irrelevant in the eyes of their members,” said Brown. “MassMutual FCU is committed to being at the forefront of digital transformation and offering our members the experience they deserve.”
About Digital Onboarding Inc.
Digital Onboarding Inc. is a SaaS technology that offers a fully automated digital engagement platform that is purpose-built for financial institutions. The platform enables banks, credit unions, credit card companies, and investment management firms to create personalized emails, texts, and step-by-step digital guides to optimize customer lifecycle communications at every stage. For Digital Onboarding media inquiries, contact Laurie McLachlan, Chief Marketing Officer, at laurie@digitalonboarding.com or (617) 921-2916.
About MassMutual FCU
MassMutual Federal Credit Union is a not-for-profit, financial cooperative formed in 1962 by 35 employees of the Massachusetts Mutual Life Insurance Company to serve its employees. The credit union’s 13,000 members are MassMutual employees, MassMutual Financial Professionals, their family members, and others who work on MassMutual campuses. The credit union is committed to being at the forefront of digital transformation and offering its members the exceptional experience they deserve. For MassMutual FCU media inquiries, contact Jacqueline Lopez, Marketing Manager, at jlopez@massmutual.com or (413) 744-4780.
June 4, 2020
“First Foundation is excited to pair its best-in-breed new account opening solution with Digital Onboarding’s best-in-breed engagement platform to increase client satisfaction, deepen relationships, and reduce support call volume,” said Jimmy Ton, SVP, Director of Digital Channels, First Foundation Bank. “We are growing our Digital Bank by delivering a first-class user experience and digital capabilities. Digital Onboarding, Inc. is a partner that will help us succeed by making it easier for clients to adopt critical services like online and mobile banking, direct deposit, automatic payments, and e-Statements.”
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April 21, 2020
Connect Credit Union, a member-owned financial institution with over $75 million in assets, selected Digital Onboarding Inc., a SaaS technology company, to increase member engagement with new and existing members by providing them with a fully automated activation platform. “We have been relying on branch staff and direct mail as the main form of communication with our members for years and knew we needed to add a more modern approach,” said Cynthia Ryan, Vice President of Operations, Connect Credit Union.
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March 23, 2020
“Certified Federal transitioned from old-school direct mail and mass email tactics in welcoming new members to personalized campaigns that leverage the digital channels our members use most,” said Jay Lassiter, Vice President of Marketing and Payments, Certified Federal. “The Digital Onboarding platform delivered personalized, prequalified campaigns and our credit card cross sell conversion rate doubled.”
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November 27, 2023
“We chose the Digital Onboarding platform because we needed to make it easier for customers to add and quickly adopt services like direct deposit, bill pay, and eStatements,” said Joanne Aliber, Senior Vice President of Marketing and Strategy, East Cambridge Savings Bank. “We can now deliver personalized digital journeys that guide account openers and give them easy ways to enroll in services. Increasing adoption rates for sticky services is one of the best ways to build lasting relationships. The Digital Onboarding engagement platform is built for this.”
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November 20, 2023
“Our best defense against competition is delivering a best-in-class experience that members tell their friends about,” said Daniel Perry, Senior Vice President and Chief Strategy Officer, Buckeye State Credit Union. “The Digital Onboarding platform ensures that members understand what we offer and turn to us first when key milestone moments occur and needs arise. We can now make it easy for people to adopt banking services and products that make their lives better. That will drive more referrals, which is key to growth.”
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October 10, 2023
“Generic letters and basic emails do not motivate new account openers to engage with the credit union fully,” said Leia Ragland, Assistant Vice President, Marketing and Business Development, Legacy Credit Union. “We selected the Digital Onboarding adoption platform because members can enroll in direct deposit online in seconds and make our card their default payment method at their favorite merchants. We can now deliver highly personalized onboarding journeys for every member and see the results in real-time. It is the ideal solution for credit unions focused on maximizing organic growth!”
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September 8, 2022
“We’re very excited about this partnership and the additional value an integrated solution can bring to our clients and consumers alike,” said Mike Triggiano, Executive Vice President of Product Management and Corporate Development, Velocity Solutions. “The Digital Onboarding platform is innovative, unique, and fits seamlessly into Velocity’s suite of solutions. The new partnership is a win, particularly for our existing clients. They can leverage the VelocityConnector for implementation, giving them the power to launch new features and services much faster than custom core integration development and batch file processing. Further, existing Velocity clients will enjoy minimal implementation time, as we already have their data file history.”
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August 4, 2022
“Financial institutions spend hundreds of dollars to acquire a checking account, but many accounts are closed in the first year,” said Susan R. Faulkner, CEO, Marquis. “The industry has an engagement problem, and Marquis is partnering with Digital Onboarding to solve it. We deliver actionable insights that can fuel growth, and with the Digital Onboarding partnership, Marquis can offer financial institutions a way to capitalize on those insights. It is the perfect match, and I am excited to partner!”
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July 21, 2022
“Members traditionally come to credit unions for low-rate loans, and with increased competition from banks and fintechs, they do not always return for more services,” said Karyle Thornton, Chief Marketing Officer, CommonWealth One. “Credit unions need a proven relationship-building strategy, and they should start by examining how they welcome new members. We invested in the Digital Onboarding platform because it allows us to deliver highly personalized campaigns that make it easy for members to enroll in services and adopt additional products. Since Digital Onboarding serves many credit unions, the team offers expert guidance and best-practice campaign templates, which is invaluable for small teams.”
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June 29, 2017
The Judges at a Startup Contest Hosted by Salesforce Gave These 4 Key Tips to Get Funded
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