Digital Onboarding

Founded in 2015 and based in Massachusetts, US, Digital Onboarding, Inc. is a SaaS technology company designed to help banking customers activate financial services products for their new clients. As of 2024, the company is headed by its CEO Charlie Kroll. The company was co-founded by Ted Brown and Jonathan Crossman. The core product of Digital Onboarding, Inc. is its Digital Onboarding engagement platform. This platform provides financial institutions with tools to automate and personalize account opening processes, cross-sell services, and manage customer relationships. Key features include personalized microsites, intelligent nudges, cross-channel engagement tools, and embedded chat functionalities. The platform also supports advanced analytics to track performance and optimize strategies. Digital Onboarding, Inc. generates revenue through its subscription-based model, providing financial institutions with access to its platform and ongoing support. The firm charges customized pricing for the starter package and advanced engagement package.

1. Series A

   Jan 18, 2024

   Amount

   $58M

   Investors

   Locked

2. Series A

   Aug 25, 2020

   Amount

   Undisclosed

   Investors

   Locked

3. Series A

   Dec 20, 2019

   Amount

   $3M

   Investors

   Locked

4. Seed

   Feb 21, 2019

   Amount

   $1.1M

   Investors

   Locked