Justifying Investments to Become a ‘Digital Bank’
"Going Digital" in the banking industry requires a holistic view of initiatives, and a prioritization of investments.
Bank 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.
Latest Spotlight Article:
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.
Popular Articles within Bank Onboarding:
Digital Account Acquisition: Three Metrics You Must Measure
Financial marketers must acquire more accounts through digital channels. Here are the numbers you need to know to hone your strategy and budget.
Measuring and Reducing Friction in Account Opening
The key to improving account opening and loan application is to simplify the process and remove steps that result in abandonment.
5 Resolutions For Digital Banking Success
Banking organizations need to improve their digital banking maturity to meet the expectations of an increasingly demanding consumer.
Huge Cross-Selling Scandal Sends Warning to Entire Banking Industry
Federal and state investigations into Wells Fargo's aggressive cross-selling culture could force other banks to rethink their strategy.
Do Credit Unions Share a Social Obligation to Serve the Underserved?
The credit union movement is built on a mission to serve people of modest means. But does that include the unbanked and underbanked?
Can Today’s Banks Become Tomorrow’s ‘Bank of the Future’?
While the banking industry understands the need to more digital, considerable changes will be required in order to make this a reality.
The Importance of Understanding Your Customer’s Journey
Today's banking consumer begins shopping for financial services outside the branch. Understanding the purchase journey is vital to marketing success.
The Digital Account Opening Process In Banking Is Broken
Despite consumer preference for digital engagement, banking continues to fall short of expectations for mobile and online account opening.
Rate Hikes Provide Unique Sales Opportunities
Future interest rate hike provide unprecedented opportunities for financial institutions that can provide a frictionless digital experience.
Busting the Top 5 Customer Onboarding Myths
These myths stand in the way of banks and credit unions building a healthy, profitable relationship with new banking customers.
Account Opening and Onboarding Solutions Dominate Finovate
Digital account opening and multichannel onboarding solutions were some of the most prominent innovations demonstrated at Finovate.
7 Marketing Programs Every Community Bank Needs
Here are seven programs that will help financial marketers align their priorities, improve cost-efficiency and optimize performance.
Digital Account Opening Required in Battle for New Customers
To satisfy the digital consumer, financial institutions must provide digital account opening capabilities for mobile users and in branches.
New Customer Onboarding Goes Beyond Slick Marketing
New customers to a financial institution expect a streamlined, efficient, and personalized onboarding experience.
The Importance of a Global Identity Superset
The personal identification solution that is both secure and universally accepted needs to be developed for improved onboarding.
Online Account Acquisition: Perception vs. Reality?
Financial institutions assume consumers who open accounts online are more desirable — and more profitable. But is this really true?
Top 5 Ways to Improve Onboarding New Customers
Research shows how new customer onboarding can improve customer satisfaction, retention, sales and revenue.
The Omni-Channel Moment in Bank Marketing Has Arrived
CMOs need to rethink the way they attract, serve and retain customers. It's time to dump models built around solo channels and delivery silos.
Bank’s Digital Sales Results Increase 36% With Improved Onboarding
To optimize digital selling, banks need to simplify processes, build mobile-first platforms, and monitor reasons for abandoned sales.
Banks and Credit Unions Must Improve Cross-Sell Efforts
Cross-selling in banking requires the use of customer analytics to build appropriate offers and deliver effective communication.
Consumers Less Cranky When Switching Banks
To grow checking accounts, financial marketers need to understand how consumers' switching triggers are evolving.