


Pioneering Back-Office Automation
VISION
To lead the digital transformation in the financial sector, setting new standards for efficiency, security, and customer-centric
innovation.
MISSION
To empower financial institutions with state-of-the-art technology, ensuring compliance, operational excellence, and unparalleled customer satisfaction through tailored back-office automation solutions.


Challenges in Streamlining Financial Operations
Traditional back-office operations suffer from manual, time-consuming tasks, leading to operational inefficiencies


Inadequate Customer Engagement
Hinders relationships, personalized services, and customer satisfaction. Impersonal interactions risk decreased customer loyalty


Limited Integration Capabilities
Limited integration capabilities hinder financial institutions. Struggle to harmonize established systems with modern technologies
Enhancing Customer Engagement with Dedicated Relationship Management
- Simplifies processes and reduces paperwork effectively.
- Dedicated managers provide tailored support, strengthening client relationships.
- APIs enhance efficiency and expand service capabilities.


Relationship Manager Assisted App


Front End-DIY Journey


Risk/Decision Engine


Back-Office


Enterprise Grade Security


Deep User Analytics


Fintech APIs: Unleash the Power of Integration


Distributor API


Integrate with Pre-Existing Systems


Optimizing Operational Efficiency

Seamless User Journeys

Enhanced
Security

Uncovering Customer Behaviour Insights

Effortless
Integration




Yifan Lu
Chief Executive Officer
Ms. Yifan Lu is a forward-thinking executive with over 16 years of multifaceted leadership experience, ranging from pioneering digital onboarding solutions in FinTech to transforming educational landscapes, ensuring strategic growth and operational excellence. She has held various positions, including English Teacher, General Manager, Chief Executive Officer, and Chief Executive/Operations Director. As the Chief Executive Officer of Digit Onboard Tech, Ms. Yifan Lu leads projects, develops cutting-edge solutions, and modernizes technology to ensure the company’s success within the Canadian market.