Digital Onboarding


Milpitas, CA
ABBYY reimagines the way people work and accelerates business by delivering the intelligence that fuels automation platforms.

Access Softek
Berkeley, CA
Access Softek develops innovative mobile banking software that keeps over 400 credit unions and banks ahead of the technological curve. These financial institutions have selected their mobile banking platform because it has the features their customers want, the security that financial institutions need, and the technology needed to compete with the mobile banking offerings of large commercial banks like Wells Fargo, Bank of America, and JPMorgan Chase.

Plano, TX
Opening a new account can be cumbersome for internal teams — between preparing account agreements, verifying identities, and boarding the account to the core. Extend the benefit of online account origination beyond your account holders and into your back office. Create efficiencies with dynamic document generation and instant identity verification via a multi-layered approach.

velocity logoAlloy
New York, NY
Alloy helps innovative banks and fast-growing fintech companies meet compliance requirements and reduce fraud rates enabling them to deliver a great customer experience, launch new products more quickly, and ensure they maximize growth without adding risk.

Wilmington, NC
Apiture combined their APIs into frustration-shattering digital banking solutions to address the hurdles today’s banks and credit unions face.

Amsterdam, Netherlands
Backbase empowers financial institutions to accelerate their digital transformation and effectively compete in a digital-first world.

San Francisco, CA
Blend is a digital lending platform that supports and simplifies applications for mortgages, consumer loans, and deposit accounts.

Bottomline Tech
Portsmouth, NH
Bottomline Technologies provides corporations, financial institutions, and banks with e-payment, invoice, and document automation solutions.

Paris, France
A smarter client management solution: Financial services collect, review, and process client information and documents using Clustdoc secure onboarding platform.

Ontario, Canada
CU Direct helps credit unions, dealers and affinity groups succeed. Credit unions began with the proposition that they could provide everyday people with real lending alternatives.

adrenaline_logoDigital Onboarding
Boston, MA
The Digital Onboarding adoption platform helps banks and CUs turn account openers into fully engaged and profitable relationships. With personalized messages, microsites, and self-service enrollment widgets, the platform helps people and businesses enroll in direct deposits in seconds, update their default payment methods at multiple merchants at once, accept pre-approved product offers with a simple eSignature, enroll in eStatements & Courtesy Pay without logging in, retrieve their account and member numbers to enroll in services, opt-in to receiving email & text messages and more.

Ontario, Canada
Doxim is the customer communications management (CCM) and engagement technology leader serving financial and regulated industries.EasySend
Wilmington, DE
[email protected]
EasySend helps banks and insurance companies to quickly convert manual process and PDFs into digital experiences.

Dublin, Ireland
SaaS solutions that transform and future-proof Client Lifecycle Management processes for financial services firms.

Westminster, United Kingdom
Finastra unlocks the potential of people and businesses in finance, creating a platform for open innovation. Formed in 2017 by the combination of Misys and D+H, we provide the broadest portfolio of financial services software in the world today—spanning retail banking, transaction banking, lending, and treasury and capital markets.

Jacksonville, FL
FIS focuses on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions.

Brookfield, WI
Fiserv is highly regarded for its financial services technology and services innovation, including award-winning solutions for mobile and online banking, payments, risk management, data analytics and core account processing.

Jack Henry
Monett, MO
Jack Henry & Associates, Inc. is a leading provider of computer systems and ATM/debit card/ACH transaction processing services primarily for financial services organizations.

New York, NY
[email protected]
Deliver a complete end-to-end consumer journey that’s fast, friendly, and impossibly simple: eSign, ID&V, document collection and more.

New York, NY
Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.

Cupertino, CA
Moxo is a digital interaction platform that offers digital automation for client interaction.

Costa Mesa, CA
MeridianLink, Inc. is a cloud-based technology company that enables banks, credit unions, mortgage lenders, specialty lending providers, and consumer reporting agencies to streamline loan decision making, loan origination, and customer collection workflows.

Wilmington, NC
nCino is a cloud-based bank operating solution for the financial services industry. Following a process structure similar to a bank’s loan accounting system, the bank operating system offers combined services through its business process management, loan lifecycle, business intelligence, and document management solutions.

Durham, NC
ProcessMaker’s Next Generation Business Account Opening streamlines the complex business banking customer’s account opening. From the gathering of documents, selection of products and services, to the acceptance of disclosures with esignatures, the business account can be opened in one hub.

Austin, TX
Q2’s simple self-service workflows, mobile experiences, automated KYC, and streamlined approvals make onboarding faster and easier for your business customers and your back-office staff.

Relay Network
Radnor, PA
Relay Network is a mobile solution that powers one-to-one customer engagement at scale.

Budapest, Hungary
44 20 3997 6090
SEON is an online fraud prevention platform that detects and stops fraud in real-time through transactional data analysis.

San Francisco, CA
Terafina, an NCR Company, provides digital onboarding and omnichannel sales solutions. Terafina’s omnichannel sales platform (OSP) is a multichannel product suite offering the broadest spectrum of products, including consumer deposits and lending, real estate, small business deposits and lending, commercial deposits, merchant services, and cryptocurrency account opening—across digital, branch, and call center channels.

Total Expert
Minneapolis, MN
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone, in any market. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies, and is now available to purchase through the AWS Marketplace and Salesforce AppExchange.

Vancouver, British Columbia
Maintaining KYC and AML compliance is important to protecting a bank’s customer base. Watchlist Screening provides powerful protection by screening users and businesses against more than 6,000 global watchlists and more than 20,000 adverse media sources.

velocity logoVelocity Solutions
Fort Lauderdale, FL
Velocity Solutions is the leading provider of technology solutions that drive revenue, service and compliance for community banks and credit unions. Its Velocity Intelligent Platform® powers all of Velocity’s solutions, using machine-led intelligence that delivers powerful analytics, manages risk, and drives revenue, loans, account holder engagement and non-interest income to our client financial institutions.