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OneDigitalTrust
OneDigitalTrust
McLean, Virginia, United States
Description

OneDigitalTrust is a digital estate and inheritance planning platform designed to make estate planning accessible, secure, and user-friendly for individuals and families across the United States. The platform enables users to create and manage legally valid documents—including wills, trusts, powers of attorney, and healthcare directives—entirely online, with coverage in all 50 states and Washington, DC.
Temenos
+4
RCB Bank
+4
onedigitaltrust.com
+4

Beyond individual use, OneDigitalTrust partners with financial institutions, credit unions, and insurance companies to offer its services as a white-label solution. This integration allows these organizations to provide estate planning tools directly within their digital banking platforms, enhancing client relationships and expanding service offerings.

Number of employees
11 - 50 employees
Company website
https://onedigitaltrust.com
Industries
Banking & finance Consumer goods & services Education Individual & family services Technology
Representation
Minority-Owned Small Business Social Enterprise Immigrant-Owned Community-Focused

Recent projects

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AI-Enhanced Lead Generation Strategy

OneDigitalTrust is seeking to enhance its lead generation efforts by defining an Ideal Customer Profile (ICP) and utilizing AI-driven personalization techniques. The goal is to increase the number of booked meetings with Sales Executives through improved outbound communication methods. The project involves researching and identifying key characteristics of potential customers that align with OneDigitalTrust's offerings. By leveraging AI tools, the team will develop personalized communication strategies that resonate with these identified profiles. This project provides an opportunity for learners to apply their knowledge of marketing, data analysis, and AI technologies to create a targeted approach for lead generation. The team will focus on creating a streamlined process that can be easily implemented and adjusted based on performance metrics.

Admin Rocky Mehta
Matches 0
Category Lead generation + 4
Open

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