FinovateFall 2017 / Digital Onboarding

Presenter Profile:

How they describe themselves: Digital Onboarding Inc. is a SaaS technology company focused on helping banking customers activate financial services products. For banks and credit unions, Digital Onboarding provides a fully automated customer onboarding solution that is more efficient and effective than traditional phone calls, emails, direct mail, and print brochures, driving profit by increasing new customer activation rates.

How they describe their product/innovation: Digital Onboarding replaces the physical new customer “Welcome Kit” folder with an instant text message to a digital journey that walks each account opener through the steps required to activate a financial services product and get the most out of the banking relationship.  Account openers are entered into an automated messaging thread to keep on top of the activation process.  The bank’s onboarding staff benefits from a trackable view of the customer activation funnel and suggested actions to improve conversion rates.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms


Bus. Dev., Press & Sales: Ted Brown, CEO & Co-Founder,, 732-996-8394

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