Treasury Management (ECM)

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.

Five Ways Banks Screw Up Client Onboarding

Five Ways Banks Screw Up Client Onboarding

First impressions count. That’s why the client onboarding process that banks provide has to be good. If a client has a bad experience with your bank while they’re trying to become a customer, what does that tell them about the rest of the experiences they’ll have? In a competitive market, banks have a lot to lose if their first impression isn’t an impressive one.

Utilizing Predictive Modeling to Meet Business SLAs [Presentation]

When businesses do not uphold service level agreements (SLAs) customer satisfaction drops, operational costs rise, and management oversight complicates. Discover how Pyramid Solutions uses IBM Bluemix, SPSS and IBM Case Manager to help businesses monitor and manage SLAs in the onboarding process. Below is a presentation we gave with Union Bank at IBM World of Watson.

How a Client-Centric Outlook Sets Us Apart

How a Client-Centric Outlook Sets Us Apart

The typical customer experience for purchasing software, IT hardware, or even professional services looks a little something like this: You do some online research, read reviews and articles in journals and magazines (online or in print) and/or talk to your peers inside or outside of your organization or even go as far as hiring a consultant. Then after a while, you narrow your choices down to one or more vendors that you may evaluate even further – perhaps having the vendors perform a proof of concept or provide a demo. You’re a customer in this scenario.