Online Account Opening and Onboarding
Streamline your digital account opening and onboarding experience and accelerate your digital transformation.
They need to be properly prepared to perform their best, everything from high-quality feed to a daily training regimen. The same holds true with digital sales. To win customers you have to invest time in filling your digital sales funnel with quality prospects. Doing so requires forethought and discipline conducting targeted marketing campaigns, optimizing your website and making good use of digital technology. It’s upfront work that will be well worth it in the long-run.
Financial institutions also need to watch out for issues that prevent customers from crossing the finish line during account opening. Unnecessary data entry and an unsophisticated identity verification process can cause significant barriers to success. Eliminating them will provide a big lift in improving digital sales.
The air of affluent gentility that permeates the event is truly a sight to behold, mostly because it isn’t replicated in any other sporting event.
While it wouldn’t make sense for bank staff to start wearing audacious hats, it does pay to keep in mind that providing customers with a fast-but-memorable digital experience will make them want to continue doing business with you.
Remember – they started a digital application for a reason. They either don’t want to or can’t go to a branch, so help them solve that problem and you stand a good shot at winning a long-term 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.
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.
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