Digital Onboarding Platform

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Digital Onboarding helps banks and credit unions turn account holders into engaged and profitable relationships by making it easy for customers and members to adopt account-related services like direct deposit, online bill pay, and debit cards. We are a team of financial services sales and marketing professionals, technologists, and entrepreneurs. Many of us have a long history in the digital account origination space. Our team is deeply passionate about helping financial institutions succeed and we believe that there is no bigger differentiator than delivering an exceptional experience.

While most marketers say that their email automation and marketing automation skills are not up to par and they are not using most features effectively, the Digital Onboarding platform is designed to be simple and cost efficient. That platform enables institutions to instantly create email and SMS reminders that drive to personalized, digital journeys, which educate and motivate customers and members to take action. The platform's Earn Without Effort (E.W.E.) machine learning capability helps marketers automatically test and discover the most effective message cadence, content, and incentive offers to drive optimum performance.

Key Features


A custom account activation microsite guides new account holders through each step of the process.

Gamified incentives, like cash bonus offers, can easily be added to further motivate customers and members to activate their debit cards, enroll in direct deposit, use online bill pay and whatever actions they need to take to fully engage with your institution.


Automated email and text campaigns remind customers and members to activate their cards and enroll in digital, account-related services. Easy-to-use drag and drop features let you instantly create, schedule, and test messages that reach new account holders during the critical first 90 days of the relationship.


Summary analytics and reports by individual help you you see how new account holders progress through each stage of the activation funnel. Actionable insights enable you to quickly optimize for the best results.

While it's tough to measure the success of paper welcome kits, the Digital Onboarding platform lets you see the actions that every customer and member took - and didn't take - to activate their new accounts.

Key Benefits


The Digital Onboarding platform is more effective and less expensive than paper welcome kits, which are often tossed aside. By using SMS and email reminders, a custom activation website, and gamified incentives, you can nudge new account holders along, helping them to adopt the account-related services that drive satisfaction, account usage, and profitability.


The platform can be used to facilitate virtually any multi-step process - activating retail and small business checking accounts, encouraging customers and members to save, supporting conversion initiatives, cross-selling additional products and services, and more.


Unlike large-scale digital transformation projects, which take years to complete, you can be live on our platform in weeks and core system integration is not required.