Aug 30, 2018 | Enterprise Content Management, Other (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
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.
Jul 18, 2018 | Blog, Blog (ECM), Mortgage (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
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.
Feb 6, 2017 | Blog (ECM), Enterprise Content Management, Mortgage (ECM)
Mystification is typically not a word that I like to associate with a process – especially if the process involves my money. Unfortunately, “mystification” best-fits my mortgage experience. I started the journey towards my dream home with what looked like a path of gold stones in front of me. I would take a step and stumble backward disappointed because I realized it was fool’s gold. I constantly had to ask my Loan Officer the same four questions over and over…
Jan 26, 2017 | Blog (ECM), Enterprise Content Management, Mortgage (ECM)
In Part One of my epic mortgage experience, you got a small glimpse of my tendencies and personality. I clearly was frustrated with the amount of time wasted in the first few days of the process, but that frustration doesn’t compare to how irritating the next steps were.
Nov 30, 2016 | Other (ECM), Treasury Management (ECM), Trust & Wealth (ECM)
Client Onboarding for Success: Five Pieces of Wisdom In 2016, 40% of consumers abandoned a bank application – one may call that an epidemic. Fill out the form below to read five pieces of wisdom from Steuart, a banking and financial services expert, about how to...