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In a nutshell, what you will find out :

  • 9 questions that all financial services companies should ask to evaluate areas of risk in their onboarding processes.
  • The 5 types of risk that could be hidden in manual or semi-automated financial agreement processes.
  • How specialist technologies such as Dealflo can reduce and mitigate these areas of risk.
  • How technology can help deliver the right customer experience.

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Customer Onboarding eBook: 9 questions to evaluate risk in your financial agreement process https://www.dealflo.com/wp-content/uploads/2018/05/Dealflo-e-book-Customer-Onboarding-9-Questions-to-Evaluate-Risk-in-Your-Financial-Agreement-Process-2018.pdf

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More details

The customer onboarding process can make or break a customer relationship. Get it right, and it’s the perfect opportunity to win a customer’s loyalty. Get it wrong, and it can cause customers to get frustrated and walk away. Despite this, the onboarding process at many financial services companies remains slow and manual.

Digitisation offers a way to help financial services companies deliver the right customer experience – as well as reduce risk in the financial agreement process.

This e-book is for executives at banks and financial services companies looking to use technology to digitize the customer onboarding process to improve the customer experience and reduce risk.

The e-book offers readers 9 questions to evaluate areas of risk in current processes.

Each chapter discusses an area of risk in more detail, and concludes with a check-list of further questions against which to evaluate current systems and technology.