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.