Optimizing the online account opening experience is a lot like preparing for a horse race.
To convert ‘clicks’ to customers, financial institutions need the same advantages out of the gate as the best horse and jockey combos - with unwavering focus, the drive to succeed, and optimum resources. This means improving customer onboarding in banking.
Is your organization race-ready? Read on to discover 3 factors you can't afford to overlook as you work your way towards the Winner's Circle.
White PaperFrom "Click" to Customer
One of the biggest myths in digital account-opening is that digital sales will automatically result. However, financial institutions can have varying success - independent of asset size - based on the strategies they use in their account-opening process.
Customer Success StoryFirst Command Bank Sees 35% Growth with Online Account Opening
After experiencing an increase in new clients, First Command Bank needed to find a way to make the process of opening accounts easier for financial advisors, since they often assist clients in setting up deposit accounts. Their current process was manual and involved customers filling out forms and then advisors faxing or emailing the completed forms to the bank. While this worked, it was a cumbersome, lengthy process and the redundancies sometimes resulted in errors.
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