End-To-End Account Opening Platform
DigiFi equips financial institutions with a full suite of powerful features to quickly open high-quality financial accounts, with less risk and less customer friction.
Digital Portals
Empower applicants to apply online through a digital account opening portal that can be customized to meet your precise needs.
Account Opening Workflow
Manage applications through intuitive UIs, visual workflows and data layouts that can be configured to meet your changing needs.
Document Management
Upload files, generate documents, trigger e-sign and securely request files, while making it easy to view, download or manage any document.
Automation & AI
Replace repetitive manual work with automated processes and expedite complex tasks with AI agents that work alongside your team.
Communications
Send manual or automated emails and text messages to contact applicants across multiple channels and accelerate account opening.
Tasks & Conditions
Streamline account opening with tasks that include data, documents and more to enable fast and low-risk account approvals.
Delight Your Team & Customers With A Self-Service Digital Account Opening Process
DigiFi’s account opening system is built for financial institutions that want to offer an industry-leading experience for bank accounts, brokerage accounts and more.
Unique Digital Applicant Experiences
Our powerful combination of pre-built product templates and no-code configuration tools enable you to create completely unique customer journeys.
Rapid, Confident Processing Powered By Automation & AI
Supercharge your team’s productivity with the platform that automates repetitive tasks and provides AI agents to work on complex tasks alongside your users.
User-Centric Design That Users Love
Unlike legacy platforms that offer rigid, one-size-fits-all designs and generic customer experiences, DigiFi lets you put the user at the center of everything.
Trusted By Leading Banks & Lenders
Keep Exploring the DigiFi Platform
Integration Marketplace
Seamlessly connect to third-party services using DigiFi’s Integration Marketplace, which provides pre-built and customizable integrations to power your business.
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