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Enterprise Content Management Additional Resources

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.

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What to Look for in a Modern Document Viewer

What to Look for in a Modern Document Viewer

The level of diversity in the document viewer market is comparable to the immense diversity in the résumés of job applicants, so we created a job description for what we think a document viewer should do and a résumé in which our Viewer responds to the application.

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