Win and Wow Customers: 6 Best Practices for Onboarding in Banking and Insurance
Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates. And better customer onboarding is a critical first step in achieving this goal.
Watch this on-demand webinar to learn how to:
- Employ onboarding best practices to win and wow customers
- Empower customers during those first information-intensive customer interactions
- Create friction-free online processes for new account opening, loan origination, policy applications and more
- Sheryl Kingstone, Director, 451 Research
- Sarah Johnson, Industry Solutions Architect, Kofax
- Jim Marous, Owner and Publisher, Digital Banking Report
For more information, call our United States office at +1 (949) 783-1448, or contact a local office around the world.