October 28, 2025
1PM ET | 10AM PT

Your product table is more than just a list, it’s a powerful tool for precise targeting and personalized campaigns. Learn how to organize and optimize your product data, enabling you to quickly identify the right products for the right audiences. We’ll share best practices and a sample table you can model for your own success.
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In this 30-minute Masterclass, you'll learn:

  • Product Table 101: Understand how it fuels your targeting and personalization
  • Efficiency Tips: Streamline your product information for faster targeting creation
  • Best Practice Example: See a model product table you can adapt for your institution

Whether you’re new to Digital Onboarding or a seasoned expert, this session will bring you up to speed with all things related to the Digital Onboarding product table.

Note that this is an interactive experience, so you will want to tune in live and be ready to participate so you can get the most out of it!

Masterclass registration

Hosted by Sara Davison, Training Manager at Digital Onboarding

A picture of Sara Davison

Sara is the Training Manager at Digital Onboarding, where she helps new and existing customers feel confident in the platform and adopt more campaigns to drive results. With 4+ years at the company, and a background in Account Management and educational content development, she specializes in delivering impactful training that enhances customer success.

Ebony Ivey
Director of FI Marketing Strategy - Growth Strategy Team

Ebony brings extensive expertise in financial services. She has led initiatives in customer lifecycle marketing, acquisition, and content strategy, optimizing client acquisition and brand awareness. Ebony excels in bridging strategy and execution to drive business results for our customers.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team