Ten years ago, Digital Onboarding was founded on a simple yet powerful idea: to help community banks and credit unions strengthen their customer and member relationships in a digital-first world. A decade later, that mission remains unchanged—but the impact we've made together has grown exponentially.

We're proud to celebrate this milestone by looking back at where we started, what we've accomplished thus far, and where we're headed next.

A product built with purpose

Digital Onboarding was founded to address a real problem we observed in the market: many financial institutions were losing the post-account-opening moment. Paper welcome kits and scattered follow-ups weren't cutting it in an age where big banks and fintechs were rapidly raising the bar for digital experiences.

Built with our customers, for their communities

Our customers have always been the heart of our company. We are where we are today because of their trust, feedback, and partnership. Every campaign launched. Every product refinement. Every integration request. It's all been shaped by the needs of the financial institutions we serve—and the people that they serve in turn.

Powering the next decade of growth for community banks and credit unions

In the coming years, we'll continue to deepen our intelligence engine, expand our content and data insights, and help every bank and credit union activate the trust they've already earned.

We envision a future where every bank and credit union—regardless of their size—can deliver personalized digital experiences that rival those of the largest players, where community-based institutions remain the cornerstone of financial trust, and where strong relationships drive both retention and growth.

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A decade of milestones

  • Business founded by Ted Brown and Jonathan Crossman as Salesbrief
  • After meeting with the Head of Member Services at a local credit union, they realized the need to pivot towards a more urgent problem in the community financial services industry. Rebranded as Digital Onboarding, originating from a direct market need and signed first pilot.
  • Signed first yearly contract with credit union and banking customers
  • Won the Salesforce TrailheadDX Dreampitch competition, validating the new business direction
  • Publicly launch platform with our first onboarding campaign focused on checking account activation
  • Digital Onboarding begins to enable automatic direct deposit switches
  • Won the MassChallenge Fintech’s Silver Award for innovation and FIS Fintech Accelerator MVP Award, signaling strong industry momentum
  • FLEX Partners With Digital Onboarding, Inc. to Help Credit Unions Drive Adoption of Products and Account-Related Services
  • Digital Onboarding, Inc. Raises Series A Round
  • Digital Onboarding offers a new feature that enables debit and credit cardholders to update their default payment methods at multiple merchants within seconds (Card on File)
  • Digital Onboarding Platform and Strivve Technology team up to help financial institutions achieve top of wallet status
  • Digital Onboarding, Inc. Joins the Symitar Vendor Integration Program
  • Member Driven Technologies Partners with Digital Onboarding to Deliver Digital Journeys that Welcome, Educate and Deepen Relationships with Credit Union Members
  • Digital Onboarding and Atomic pair up to modernize direct deposit acquisition
  • Digital Onboarding begins to enable automatic direct deposit switches
  • We won the Callahan & Associates’ CreditUnions.com Innovation Series award
  • Velocity Solutions partners with Digital Onboarding, integrating across the Velocity Intelligent Platform
  • We surpassed 100 customers
  • Digital Onboarding begins using SymXchange and JXchange by Jack Henry to help its customers with real-time integration between our platform and the Jack Henry ecosystem
  • Digital Onboarding expands the product's reach to include digital banking channels, signing agreements with Q2 and Alkami, and launching our integration with Banno
  • Digital Onboarding raises a $58M growth investment from Volition Capital to solidify our position as the leading digital engagement platform for banks and credit unions
  • Nymbus partners with Digital Onboarding to enhance customer engagement and retention for community banks and credit unions
  • Digital Onboarding is named one of the fastest-growing companies in New England by The Boston Globe and Statista
  • Digital Onboarding and FinGoal join forces to deliver predictive analytics, powered by transactional data, helping financial institutions drive personalized cross-selling that boosts deposits, adoption, and retention
  • We grow to serve over 170 financial institutions, expanding our reach from coast to coast