Digital Onboarding
Curated by SignalCRM platform enhancing customer engagement for insurers and financial institutions.
Overview
Digital Onboarding is a company that specializes in Customer Relationship Management (CRM) solutions specifically designed for insurers. The focus of the platform is on improving customer engagement and retention. It offers a range of products that include campaign setup, automated targeting, personalized microsites, and communication tools such as SMS and email messaging. The company targets banks and credit unions, addressing issues related to customer acquisition and account activation by providing self-service tools and personalized digital journeys. Additionally, the platform features advanced analytics and integration capabilities that allow insurers to enhance their marketing strategies and customer interactions. Digital Onboarding aims to facilitate onboarding experiences that help financial institutions strengthen their relationships with clients.
Key facts
- Founded
- 2015
- Headquarters
- Boston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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Open roles
3 rolesSenior Customer Success Manager
United States · On-site · Full-time
Senior Product Manager
United States · On-site · Full-time
Account Executive
United States · On-site · Full-time
