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Opening an account is often a customer’s first introduction to a new bank. Yet after doing all the hard work of bringing the customer to the point where they want to begin a new banking relationship, too many banks make the onboarding process cumbersome, slow and bureaucratic. In this webinar, learn how to design a comprehensive customer onboarding experience that will start new relationships off on the right foot.

Watch this discussion on how financial institutions are:

  • Implementing “omni-channel onboarding” to initiate long-term relationships
  • Tracking and analyzing transaction flows within each channel
  • Eliminating paper-based onboarding processes, and reducing costs and time delays

For more information, call our United States office at +1 (949) 783-1333, or contact a local office around the world.

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