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Digital Onboarding Launches DOBI, an AI-Native Business Intelligence Agent for Banks and Credit Unions
DOBI, Digital Onboarding Business Intelligence, gives banks and credit unions a single AI agent to understand whether the business is meeting its goals and act on what it finds, with every action logged for a compliance-ready audit trail
BOSTON, Sept. 1, 2026 /PRNewswire/ — Digital Onboarding, the lifecycle engagement platform trusted by 170+ banks and credit unions, today announced the completion of its evolution into an AI-native platform, and the launch of DOBI, Digital Onboarding Business Intelligence, the AI agent built on that foundation.
A single bank or credit union can hold millions of transactions across thousands of accounts, but turning that volume into a clear read on business performance, and a relevant, timely message for one specific person, has historically taken a data team, a BI function, a campaign team, and a stack of point solutions working together just to get there. DOBI is built to close that gap: it retrieves the intelligence hidden in the data, shows goals and outcomes in a way any team can understand, and acts on what it finds.
“[DOBI replaces what used to take a stack of agencies and point solutions with a conversation. You tell it what you’re trying to accomplish, in plain language, and it builds the audience, drafts the content, optimizes performance, and shows you what it’s worth. That’s what an AI-native platform makes possible.]” — Ted Brown, Co-Founder and CEO, Digital Onboarding
Historically, delivering a real digital engagement experience has meant a financial institution writing checks to agencies and stitching together a dozen different point solutions, one for content, one for audience segmentation, one for reporting, and hoping they all talk to each other. That process routinely runs into the tens of thousands of dollars, before accounting for the internal time spent managing it. DOBI gets the same job done through a series of prompts in a natural language interface, spanning audience building, content creation, performance optimization, and benchmarking and value reporting.
The opportunity compounds for institutions still running a fragmented stack. Many banks and credit unions maintain separate data warehouses, BI dashboards, and analytics tools on top of a dozen engagement point solutions, two layers of overlapping cost instead of one. Consolidating both onto a single platform doesn’t just save up to six figures annually, it strengthens the intelligence itself, since an AI agent working from one unified system sees patterns that stay invisible when the same data is scattered across a dozen disconnected tools. That’s why DOBI is built to track both sides of the equation: overall goal and outcome tracking for the business as a whole, and campaign-level attribution, so leaders can see how the effort and spend behind their work connects to actual results, revenue generating outcomes.
