Audience

Businesses looking for an adoption platform that turns customers and members into engaged & profitable banking relationships

About Digital Onboarding

Make it easy to opt-in to text messages, retrieve account and member numbers, enroll in services, and accept pre-approved offers. Add our widgets and tools to microsites, landing pages, and your digital banking promo units. Schedule reminder messages to nudge customers and members into taking action. Link email and text messages to personalized microsites or landing pages. Show the same next-best actions inside digital banking. Embed our widgets and tools into the experience. Help them enroll in services and accept pre-approved offers in seconds with our cross-channel engagement tool. Embed your automated or live chat into any Digital Onboarding microsite or landing page with a single line of code. Help account holders accomplish their tasks without making them call or visit. Give personal bankers a way to stay connected from a distance.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Digital Onboarding
Founded: 2015
United States
www.digitalonboarding.com

Videos and Screen Captures

Digital Onboarding Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

Digital Onboarding Frequently Asked Questions

Q: What kinds of users and organization types does Digital Onboarding work with?
Q: What languages does Digital Onboarding support in their product?
Q: What kind of support options does Digital Onboarding offer?
Q: What type of training does Digital Onboarding provide?

Digital Onboarding Product Features

Banking

Transaction Monitoring
Private Banking
Multi-Branch
Online Banking
Risk Management
Investment Banking
Retail Banking
Credit Card Management
Securities Management
ATM Management
Credit Union
Corporate Banking
Compliance Tracking

Digital Adoption Platforms

Audience Segmentation
Contextual Guidance
In-App Training
Multi-Language
Surveys & Feedback
Content Creation
Data Validation
Launch Management
Self Service Tools
User Onboarding