Digital Onboarding Inc. is a SaaS technology that offers a fully automated digital engagement platform that is purpose-built for financial institutions. The platform enables banks, credit unions, credit card companies, and investment management firms to create personalized emails, texts, and step-by-step digital guides to optimize customer lifecycle communications at every stage. Our story Our team has a deep history in the digital account origination space. We know that account holders don't always turn into deep and profitable relationships. After a conversation with one of the nation's largest credit unions, DCU, we decided to address this critical gap. The Digital Onboarding platform was born in the fall of 2017. Our passion When people and businesses feel financially secure, they can achieve and enjoy the things that matter most. Institutions should make it simple for customers and members to access and use financial services. Institutions that do this well have a competitive advantage and do a great service for their communities. We're on a mission to help.