Digital Onboarding
Lifecycle engagement software that helps banks and credit unions move new account holders to active use
Highlights
- New on EvolcAdded 2026-11-05
Recent signals
What changed at Digital Onboarding in the last 6 months, newest first. Each line links to its public source.
- 4 Nov 2026 Leadership hire · Hiring Chief Revenue Officer digital-onboarding-inc.breezy.hr
About Digital Onboarding
Digital Onboarding provides a lifecycle engagement platform that connects core, account, transaction, credit and behavioral data. It orchestrates campaigns across digital banking, email, SMS and in-branch channels, with predefined outcome reporting. DOBI, its AI assistant, builds audiences and drafts personalized campaign content.
The platform is sold to banks and credit unions. The site states it serves 170+ banks and credit unions and cites customers such as TruStone Financial, Zynlo Bank and Certified Federal Credit Union.
The company was founded in 2018, when the platform was created after work with a large credit union. Its listed address is in Boston, Massachusetts, and its team works remotely within the continental United States. The site lists a Chief Revenue Officer opening in the United States.
Product: Lifecycle engagement platform with the DOBI AI assistant for campaigns across digital banking, email, SMS and branch.
Jobs at Digital Onboarding
Open roles at Digital Onboarding in the Americas (1)
United States 1. From Digital Onboarding's careers page or applicant tracking system; each role links to the employer.
- Chief Revenue Officer · United States
Leadership
- Ted Brown · Co-founder, Chief Executive OfficerSource: company website
- Adam Westley · Chief Revenue OfficerSource: company website
- Dave Paola · VP, EngineeringSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Analytics 4Medium confidence
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- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Google Tag ManagerMedium confidence
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- Integration code on pageinline script loader
Content delivery
- CloudflareHigh confidence
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- Website resourcedeclared script/iframe or software asset
Content management
- WebflowHigh confidence
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- Website resourcedeclared script/iframe or software asset
CRM & customer data
- MarketoMedium confidence
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- Integration code on pageinline script loader
Hosting
- AWSHigh confidence
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- Website resourcedeclared script/iframe or software asset
Marketing & advertising
- LinkedIn InsightMedium confidence
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- Integration code on pageinline script loader
Recruiting
- Breezy HRMedium confidence
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Detection evidence
- Page markupsoftware structure signature
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.