The Digital Onboarding engagement platform helps banks & CUs turn account openers into deep and profitable relationships. It makes adopting digital services, opening more products, and upgrading to a new digital banking system easy.
Ted was an early team member at Andera, the creator of one of the nation’s first digital account origination platforms (acquired by Bottomline Technologies in 2014). He cofounded Digital Onboarding Inc. in 2015. The platform now serves 140+ financial institutions. Ted holds a B.A. in Economics and History from Brown University.
This session will show you what a best-in-class onboarding experience looks and feels like in the Digital Age, including the timing, messaging, and tools needed to turn new account openers into deep, profitable relationships. You’ll see how the most advanced institutions are leveraging data analytics and artificial intelligence to create personalized onboarding journeys for customers.
Tricia previously ran marketing for The Provident Bank and Sterling National Bank, and she was the Chief Revenue Officer for Clifton Savings Bank. She is currently the Chief Customer Officer for Digital Onboarding.
We'll teach you how to turn account openers into deep & profitable relationships. Visit us at Booth #621.