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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.

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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.

White paper
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First 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.

Customer success story

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