For a streamlined experience, traditional banks and FIs must digitize their customer onboarding process. This approach ensures robust growth in today’s new-age competition (Neobanks and Big-Tech Finance), reduce expenses, hastens the process, and offers frictionless customer experiences. The result is loyal customers that, in time, become brand advocates.

 

This Whitepaper analyzes current onboarding practices, assesses customer sentiments, and rounds up best practices for customer onboarding. Also, to convey the expectations customers have from next-generation banks, there are case studies across Retail and Commercial banks that focus on Client onboarding & Opening Account platforms.

 

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