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