
Digital Onboarding, Inc.
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Survey Summary
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Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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To learn more about subscribing to our service options, please contact us here
Overview
Digital Onboarding helps banks and credit unions turn account holders into engaged and profitable relationships by making it easy for customers and members to adopt account-related services like direct deposit, online bill pay, and debit cards. We are a team of financial services sales and marketing professionals, technologists, and entrepreneurs. Many of us have a long history in the digital account origination space. Our team is deeply passionate about helping financial institutions succeed and we believe that there is no bigger differentiator than delivering an exceptional experience.
While most marketers say that their email automation and marketing automation skills are not up to par and they are not using most features effectively, the Digital Onboarding platform is designed to be simple and cost efficient. That platform enables institutions to instantly create email and SMS reminders that drive to personalized, digital journeys, which educate and motivate customers and members to take action. The platform's Earn Without Effort (E.W.E.) machine learning capability helps marketers automatically test and discover the most effective message cadence, content, and incentive offers to drive optimum performance.