New: Meet DOBI, the AI assistant for lifecycle engagement. Learn more →
New: Meet DOBI, the AI assistant for lifecycle engagement. Learn more →
Meet DOBI
Our AI agent, short for Digital Onboarding Business Intelligence is built to ask questions, build complex audiences, and draft content.
The foundation
DOBI works from your data, combined with third-party intelligence, plus Digital Onboarding's network of 170+ banks and credit unions.
Compliance-ready
Every DOBI action is logged for an audit trail
Your PII stays yours
It never goes to a third-party LLM without your permission
One system, not a dozen
Data, campaign, reporting on a single platform
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One platform to evaluate, not two
DOBI isn't a separate product with its own vendor, contract, and security review. It runs inside the Digital Onboarding platform, on the same infrastructure and under the same SOC 2 Type 2 controls as everything else we do.
Read our security documentation
Compliance-ready
Full visibility and control, with approvals built in
Your PII stays yours
It never goes to a third-party LLM without your permission
One system, not a dozen
Data, campaigns, and reporting on a single platform
One platform to evaluate, not two.
DOBI isn't a separate product with its own vendor, contract, and security review. It runs inside the Digital Onboarding platform, on the same infrastructure and under the same SOC 2 Type 2 controls as everything else we do.
Read our security documentationThe problem
Most institutions don't just run a dozen engagement point solutions, they run separate data warehouses and BI dashboards on top of them, just to know what's working. DOBI is built to close both gaps: one AI agent, working from one system, so the intelligence doesn't stay locked in a report nobody has time to read.
Today:
2 layers of overlapping cost
Intelligence layer
Engagement layer
With DOBI:
1 agent, one system
Everything, in one place
Two layers of overlapping cost collapse into one and an agent working from unified data sees patterns that stay invisible when it's scattered.
The agent
DOBI has been trained to build complex audiences and draft on-brand content in seconds. Like any loyal companion, it's there to dig up answers to any question you have across the Digital Onboarding engagement platform.
Human review at every step
Audience Building
Sets precise targeting rules and builds campaign audiences automatically
Content Creation
Drafts on-brand emails, texts, and landing pages, ready for review
Outcomes and Optimization
Tracks performance in real time and surfaces data-driven recommendations
Campaign Creation
Assembles audience, content, and timing into a full campaign on its own
How it works
Every job starts with a question in plain English and ends with a human signing off
Audience Building
DOBI doesn't just find the audience; it shows you why. Ask it to find account holders showing signs of leaving, and it digs through spend behavior, inflows, and outflows, and hands you a group that fits, then asks if you want it added to your campaign.
Every audience still runs through your review process: compliance, the business line, marketing sign-off on a clean PDF before anything goes out.
Content Creation
Show DOBI a screenshot of your website, tell it what you're building, and watch it fetch. It reads your brand, colors, fonts, tone, pulls the right data, and drops a working page in front of you: HTML, a live calculator, personalization built in.
Not happy with what it dug up? Tell it to try again, or open the page and finish it by hand. And because DOBI works fast, you can get as granular as you want with who you're talking to, the same offer, written differently for a Gen Z member than for a longtime account holder.
ASK FOR THINGS LIKE:
Audience Building
Available now
Content Creation
Available now
Outcomes & Optimizations
In training
Campaign Creation
In training
Outcomes & Optimizations
DOBI is quickly learning to close the loop. Not just clicks and opens, but real revenue and cost impact, at both the campaign level and across the business as a whole, so you can see how individual efforts add up to overall goals. Set a goal in plain English, "help me track my money market accounts," and DOBI will check it against industry benchmarks, ask you the details that matter, and pin it to your dashboard.
From there, it's not just a report card on who left last year. It's a heads-up on who's at risk of leaving next, what it would cost to win them back, and a button to do something about it before they go.
In training
Campaign Creation
DOBI is also learning to take everything above, the audience, the content, the timing, and assemble it into a full campaign on its own, with the same human review built in at every step.
Because the entire campaign lives in one system, the work stays connected from the first audience to the final outcome.
In training
The economics
Delivering a real digital engagement experience has meant writing checks to agencies and stitching together a dozen point solutions, hoping they all talk to each other. DOBI gets the same job done through a series of prompts.
Potential annual savings
From consolidating the engagement and intelligence layers
Point solutions replaced
Content, segmentation & reporting on one platform
To draft on-brand content
Emails, texts, and landing pages ready for review
Financial institutions
Aggregated network intelligence behind every answer
Layers of overlapping cost
No separate warehouse and BI stack to maintain
Of actions logged
Compliance-ready audit trail on every DOBI action
Put your data to work without the manual digging, endless back-and-forth, or usual wait
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68 Harrison Ave , #605, PMB 42644
Boston, MA 02111
68 Harrison Ave
#605, PMB 42644
Boston, MA 02111
© 2025 Digital Onboarding, Inc.
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