Digital Onboarding Launches DOBI AI Agent for Financial Institutions

Financial institutions typically rely on a patchwork of agencies and disjointed software to manage audience segmentation, content production, and performance reporting. This fragmented approach often costs organizations tens of thousands of dollars in annual fees and internal management time. DOBI seeks to collapse these workflows into a single natural language interface where users can issue prompts to build audiences, draft communications, and track outcomes.

According to CEO Ted Brown, the agent allows teams to describe their objectives in plain language, shifting the burden of execution from human teams to the AI. By consolidating separate data warehouses and BI dashboards into a unified system, the platform identifies patterns that remain hidden when information is scattered across disconnected tools. For institutions still maintaining siloed engagement software, this integration offers a path to significant cost savings while providing clearer attribution between marketing spend and revenue-generating results.

At launch, the agent provides automated content creation and audience targeting features, with full campaign management and custom outcome tracking rolling out in the coming months. To address industry-specific security concerns, the company has implemented a system where every action is logged for audit trails, ensuring that personally identifiable information is never shared with third-party large language models. The tool also leverages aggregated data from the company's network of over 170 financial institutions to provide benchmarking insights that would otherwise be unavailable to individual banks.