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Five Things You Forgot About Client Onboarding

Five Things You Forgot About Client Onboarding

First impressions count, and unfortunately, 40% of consumers have been disappointed with their initial banking onboarding experience to the point where they abandon the process altogether. Banks have gotten complacent with their onboarding process. With so many changes in consumer behaviors, industry trends and technology offerings, it’s easy to put new client onboarding on the back burner.

Union Bank Slashes Onboarding Times With Analytics, Mobile and E-Signature [Presentation]

The MUFG Union Bank (MUB) Transaction Banking Department undertook a multi-year initiative to shorten new customer onboarding time with the ultimate goal of business growth. During this initiative, MUB captured a myriad of data. Now that the initial foundation is set, the real fun begins. This data provides newfound visibility into MUB’s processes that will propel it from a position of catch-up to market leader. Flip through a presentation we gave at IBM World of Watson about how Union Bank reduced onboarding times.