Onboarding
Articles about how banking providers can simplify and streamline the onboarding process and the customer onboarding solutions needed to get consumers and businesses to adopt direct deposits, eStatements, digital banking channels, and automatic payments as they start their journey as a new customer or a client.
Articles
The Churn Challenge: Four Big Ideas for Banks and Credit Unions Looking to Drive Down Attrition
Learn how banks are fighting 15% annual customer churn with data-driven strategies, from smart onboarding to multichannel marketing that delivers 1,344% ROI.
Banks Must Improve Agility in the Account Opening Process
To reverse the decline in digital account openings, banks and credit unions should build strategic initiatives for account opening investments.
U.S. Bank Targets Kids as Lifetime Customers With Greenlight App Integration
Embedding a partner fintech’s special kid’s account in the bank’s app can retain customers today and perhaps grow new ones.
How to Automate with the Banking Customer in Mind — and Create A Smoother CX
Automation tools simplify transactions, ensuring customer satisfaction and loyalty. In today’s informed market, banks must capitalize on customer engagements — or risk reputational damage.
Why Retail Bank Onboarding is a Start, Not a Finish
Onboarding is not just about activating customer relationships. The right onboarding process must broaden and deepen relationships over time.
Build Lifetime Customer Relationships with a Wellbeing-Centered Growth Strategy
Gallup data show the more financially stable customers feel, the more likely they are to deposit more, explore lending and investment opportunities — in turn, boosting the bottom line for banks and credit unions.
Webinars, Podcasts, Reports
Unlocking Growth with Seamless Digital Account Opening and Lending
Chris Maloof, Go-To-Market President at MeridianLink discusses ways financial institutions can update their account acquisition and onboarding processes for the digital experience customer expect.
Why Just “Winning the Account” Doesn’t Count: How to Optimize Your Retail Relationships
Here’s how Velocity’s Retail Performance Engine™ maximizes each stage of retail checking performance from the initial acquisition of the new account to long-term retention.
Transforming Digital Customer Acquisition in Banks
Join experts from iQuanti and U.S Bank as they discuss customer-centric strategies and approaches to transforming digital customer acquisition in financial services.
The Power of Sharing the ‘Why’ for Digital Banking Success
Cindy Blackstone of Southside Bank shares how a digital-first platform drove a superior customer experience, reduced costs, and growth in a highly competitive marketplace.
How to Raise $100M in Core Deposits in < 90 Days
In this webinar, learn the impact of aligning data, marketing, sales, and CX, and how consumer expectations are rising as our world becomes digital-first.
Insights for Adapting Your Acquisition Marketing During Economic Volatility
What’s stumping marketers? How can the banking industry evolve its marketing strategies in an ever-changing world?
