Most new customers of financial institutions prefer a personal touch approach – but they don’t love the long, cumbersome onboarding process. Delays can drive them away when they realize they may wait days before transacting on their new account.
Customers are looking for help with new account opening…
- Guide me to the products that best satisfy my needs – and don’t make me do all the research
- Make it simple for me to open an account and then use my account immediately
are hoping to…
- Offer the best-fit products tailored to the customer’s needs
- Cross-sale with the right product at the right time within the onboarding experience