Credit Union Fintech: Digital Onboarding

Digital Onboarding financial technology Credit Union 2.0

Digital Onboarding Background:

Digital Onboarding was founded by Ted Brown. After working at Andera, Brown realized an opportunity with member digital enrollment due to witnessing first hand the big challenges with full onboarding a new member. Digital Onboarding Inc. is designed for both Credit Unions and Banks is a SaaS technology company focused on helping banking customers activate their 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.

 

Contact information

 

Top 3 Problems solved:

  1. Marketing automation and personalization is really challenging.
  2. What is next for the best action for each member
  3. Greatly improve cross selling and product penetration.

 

Digital Onboarding Founder: Ted Brown

Ted Brown is founder and CEO of Digital Onboarding. He has a background in Andera, a mobile account opening solution, as well as at Bottomline Technologies as VP of Sales.

 

Digital Onboarding go to Market Strategy:

Expects to partner with market resellers. They expect to go to market in 2019 and move from 20 clients to many many more.

 

Top Credit Union Fintech Use Cases:

https://www.cuinsight.com/press-release/dcu-selects-digital-onboarding-inc-simplify-new-account-activation-process

 

Top Digital Onboarding Credit Union Fintech Content:

https://www.bankingtech.com/2018/08/mariners-bank-keeps-it-simple-with-digital-onboarding/

https://thefinancialbrand.com/73187/onboarding-marketing-strategy-banking/

 

CU2.0 Sponsor = [No]