Digital Onboarding

Digital Onboarding is a marketing automation platform that helps banks and credit unions modernize their onboarding process and develop mutually beneficial, profitable relationships with their customers and members. Our automated engagement platform makes it easy for financial institutions to educate, nurture, cross-sell, and drive adoption of services—like direct deposit, digital banking, and loans—through personalized digital journeys delivered via email, SMS, and digital banking integrations. Founded in 2015 and backed by top investors, Digital Onboarding is transforming how financial institutions connect with their customers at every stage of the relationship.