A new client jumping ship during banking onboarding is every bank’s nightmare. Studies show that clients abandon an onboarding process because it’s too long or cumbersome. When this happens, you waste valuable resources and lose an invaluable customer. Avoid client abandonment with these five essential tools and tactics.
Five Essential Banking Onboarding Tools
Enterprise Content Management Other (ECM) Five Essential Banking Onboarding Tools
Nov 17, 2017 | Banking, Mortgage (ECM), Other (ECM), Treasury Management (ECM), Trust & Wealth (ECM)