Remote Onboarding: How Banks are Changing the Game

Remote Onboarding: How Banks are Changing the Game

The number of new in-branch account openings was already on a sharp decline before the COVID-19 pandemic. Now, the shift to digital onboarding is full-bore.

For banks, it's not enough to simply try to clone the in-branch experience and "move it online." Instead, banks must consider how technology can optimize and expedite the process to create the type of experience consumers have come to expect from the brands they trust.

Download this guide to learn:

  • Key questions to address during the onboarding process
  • What's wrong with the in-branch onboarding process
  • How to design a better onboarding process: offline and online
  • How to identify and address current threat vectors



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