Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance

Presented by

Sheryl Kingstone-451 Research, Jim Marous-Financial Brand, and Sarah Johnson-Kofax

About this talk

Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates. Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications. Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process? Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers: • Easy—Enable instant image and data capture via web and mobile technology • Accurate—Extract data from pictures of physical documents without error-prone manual entry • Automated—Invest in workflow tools to automate and track completion of process steps • Visible—Empower staff and customers with process transparency and timely communication • Consistent—Ensure data is complete and integrated across internal systems • Efficient—Meet expectations for speed, while effectively managing regulatory risks Speakers will include: •Sheryl Kingstone, Director, 451 Research •Sarah Johnson, Industry Solutions Architect, Kofax •Jim Marous, Owner and Publisher, Digital Banking Report Don’t miss out! Register now >>

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