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White Paper

From "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.

With deep-rooted expertise garnered from work with hundreds of financial institutions, Bottomline has developed a best practices checklist containing ten strategies that have proven most successful.

Our strategies fall into three main categories:

  • How to properly grow a digital sales funnel
  • Ways to create an amazing user experience for each potential customer
  • Tips to avoid common friction pitfalls

By 2020, 35% of the market will be in play due to digital disruption created by demographic shifts, cloud, mobile and big data. Will your user experience win market share?

Continuing Content

Customer Success Story

RBFCU Sees Rapid Business Growth with Online Account Opening

Find out why RBFCU partnered with Bottomline Technologies to successfully provide prospective members with the ability to apply for direct deposit accounts without having to travel long distances to a brick and mortar location.

Datasheet

Digital Banking: Secure Apply for Online Account Opening

Often times, consumers question if they are opening new accounts on a secure online banking system. To securely drive growth, you should re-evaluate risk management processes that may be interfering with the customer experience.

Want to discover more about this or other Bottomline solutions? Let's talk

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