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Simplifying Digital Account Opening and Loan Applications

This session will cover what the most critical components of a good user experience are when it comes to digital account opening and what you can do to get there.


Opening a new account at your financial institution should be simple, right? However, over 50% of new deposit account applications are abandoned. Consumers expect all things digital, from grocery delivery to banking, so why not meet them where they are by introducing a unified online experience for deposits and loans?

It’s time to reimagine digital account opening for both consumers and businesses. We will talk about what the most critical components of a good user experience are when it comes to digital account opening and what you can do to get there.

Key Takeaways:

  • Attract and seamlessly convert users in an online shopping experience
  • Develop operational efficiencies with automated decisioning
  • Future trends of digital account opening and loan origination
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