Market Research Report: Digital Onboarding, Inc.
Company Overview
- Name: Digital Onboarding, Inc.
- Mission of the Company: To make financial services accessible by simplifying the process for people and businesses to adopt products and services, thereby enhancing their financial security and creating profitable relationships for financial institutions.
- Founded: The company was founded in 2018.
- Founders: Ted Brown and Jonathan Crossman.
- Key People in the Company:
- Charlie Kroll: Chief Executive Officer
- Ted Brown: Co-founder, Executive Chairman
- Jonathan Crossman: Co-founder, Chief Technology Officer
- Kristen Bernardo: VP of Finance & Operations
- Sy Phul: Chief Information Security Officer
- Headquarters: 68 Harrison Ave, #605, PMB 42644, Boston, MA 02111.
- Number of Employees: No information is available.
- Revenue: No information is available.
- What the Company is Known for: Specializes in strengthening relationships between financial institutions and their customers through a robust digital engagement platform.
Products
- General Product Offering: Digital Onboarding provides a digital engagement platform specifically tailored for banks and credit unions to help turn account openers into long-term, profitable relationships.
- High-Level Description: The platform facilitates enhanced customer engagement by offering a variety of tools and widgets that streamline the adoption of banking services and products.
- Key Features:
- FI Widgets & Tools: Enable frictionless opt-ins, service enrollments, and pre-approved offers.
- Personalized Microsites: Guide account holders through service adoption and enhancements.
- Cross-Channel Engagement Tool: Embeds widgets in digital banking to encourage service enrollments.
- Chat Tools: Offers automated or live chat features for personalized customer interactions.
- Relational Data Model: Connects customers to a variety of product offerings in a single integrated system.
- Analytics & Insights: Provides performance analytics to maximize campaign outcomes.
Recent Developments
- Capital Raise: Secured $58 million in growth capital from Volition Capital as of January 18, 2024, aimed at furthering the development of its digital engagement platform.
- New Partnerships:
- First State Bank & Trust: Adopted the Digital Onboarding platform to replace their previous 2x2x2 engagement strategy.
- Armstrong Bank: Enhanced customer journey through Digital Onboarding’s platform.
- East Cambridge Savings Bank and Buckeye State CU: Among other financial institutions that have recently implemented the platform for customer engagement.
- Press Release Highlights:
- Ted Brown, co-founder, transitioned to the role of Executive Chairman as of May 22, 2024, focusing on long-term strategy and company mission advocacy.
Customer Satisfaction
- Overall Satisfaction: 96%
- Customer Service: 96%
- Based on customer satisfaction survey results as of March 2024 with the percentage of live customers being either satisfied or very satisfied.
Contact Information
- Address: 68 Harrison Ave, #605, PMB 42644, Boston, MA 02111
- Email: sales@digitalonboarding.com
- Phone: (617) 918-7751
For further reading and case studies, please refer to the Digital Onboarding website: [Digital Onboarding Case Studies](https://www.digitalonboarding.com).
