About Us

Pioneering Back-Office Automation

Digit Onboard Tech is leading the way in automating back-office tasks for banks, insurance companies, and investment firms with its advanced technology. Our platform uses technologies like Optical Character Recognition (OCR), Intelligent Character Recognition (ICR), and object detection to handle complex tasks automatically. We focus on streamlining branch and lending processes and provide a quick and accurate video-based Know Your Customer (KYC) solution. Our features, including Relationship Manager Assisted Apps and top-notch security, ensure great customer experiences, safe online banking, and up-to-date risk assessment. By integrating smoothly with existing systems and using AI to detect fraud, we have made digital banking as secure and reliable as traditional methods. Our emphasis on operational efficiency, regulatory compliance, and customer satisfaction is shaping the future of 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.

Problems To solve
Challenges in Streamlining Financial Operations Challenges in Streamlining Financial Operations

Challenges in Streamlining Financial Operations

Traditional back-office operations suffer from manual, time-consuming tasks, leading to operational inefficiencies

Inadequate Customer Engagement Inadequate Customer Engagement

Inadequate Customer Engagement

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

 Limited Integration Capabilities  Limited Integration Capabilities

Limited Integration Capabilities

Limited integration capabilities hinder financial institutions. Struggle to harmonize established systems with modern technologies

Our Solution

Enhancing Customer Engagement with Dedicated Relationship Management

At Digit Onboard Tech, we’ve transformed how operations work by digitizing processes and integrating advanced automation solutions. We’ve moved past manual data entry, which has drastically cut down on paperwork. Our platform facilitates smooth communication between departments, making it easier and faster to share information. With real-time data access, decision-makers can make quick and well-informed choices. Our automated workflows help us complete tasks efficiently and on time. Through our innovative approach, we’ve eliminated bottlenecks and boosted overall productivity, establishing ourselves as a crucial solution for streamlined and efficient back-office operations.
FEATURES

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

Advantages

Optimizing Operational Efficiency

Seamless User Journeys

Enhanced
Security

Uncovering Customer Behaviour Insights

Effortless
Integration

Reviews
Founder

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.