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.
Embedding a partner fintech's special kid's account in the bank's app can retain customers today and perhaps grow new ones.
Balancing Speed and Security in Account Origination
Deanna Bublik, manager of product origination at American Airlines FCU, offers unique insights into the digital transformation journey of a workplace credit union.
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.
Cracking the Customer Code: Marrying Emotion and Tech to Maximize ROI
Understanding how and why consumers make decisions — and how rapidly changing technology has changed the way people engage with financial products — is key to forming a cogent growth strategy for bank marketers.
Are Banks Suffering From ‘Innovation Fatigue’ at the Worst Possible Moment?
A new study argues that the industry's recent spending on tech innovation has not moved the needle in terms of customer behaviors and experience.
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.
The Importance of Primacy in Banking
Banks are over-reliant on new account metrics that don't correlate to profitability. Worse, nearly 70% of new accounts remain inactive after 90 days.
How to Turn Identity Fraud Prevention into a Competitive Advantage
A secure onboarding process has the potential to be a competitive advantage. Investments in identity fraud tech can make onboarding safer and create upsell opportunities to boot.
One Portal to Rule Them All: How One Bank Streamlined Onboarding
Peapack-Gladstone Bank's goal was to create a truly end-to-end digital onboarding and KYC process that would work across all three lines of its business.
How This Cohort of Banks Mastered Deposit Growth
A small cohort of banks and credit unions managed four consecutive quarters of deposit growth, even in a rate environment where rates rose by hundreds of basis points. Here’s an important technology upgrade the institutions had in common.
Webinar: Why Just “Winning the Account” Doesn’t Count: How to Optimize Your Retail Relationships
Learn how to Maximize each stage of retail checking performance from the initial acquisition of the new account to long-term retention.
When Customers Ghost You: How to Combat ‘Silent Attrition’
Q&A: MeridianLink's Devesh Khare explains how banks can leverage data and technology to stop customers from drifting away amid intensifying competition.
What Small Businesses Want from Mobile Banking Apps (But Don’t Get)
How well do mobile banking apps meet the needs of small businesses? See where the apps fall short and what areas to prioritize for improvement.
Webinar: Transforming Digital Customer Acquisition in Banks
Learn customer-centric strategies and approaches to transforming digital customer acquisition in financial services in this webinar.
Tactics from a Nail-Biter Merger That Every Bank Marketer Can Use
Segmentation is a crucial skill for marketers tackling many challenges, not just M&A. Here's how it improved the customer communications strategy for one institution in a make-or-break situation.
Virtual Account Management Is Catching On with Corporate Customers
Corporate accounts often take weeks to open, but VAM can make the process faster and easier for banks and their business customers.
How Credit Card Issuers Are Tackling Application Abandonment
Getting consumers interested in a credit card is only part of the battle. The application process is a whole other challenge.
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.
Webinar: How to Raise $100M in Core Deposits in < 90 Days
Learn the impact of aligning data, marketing, sales, and CX, and how consumer expectations are rising as our world becomes digital-first.
