A Financial Services Guide

Remote Onboarding: How Banks are Changing the Game

Summer 2020

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The number of new in-branch account openings was already on a sharp decline before the COVID-19 pandemic. Now, the shift to digital onboarding is full-bore.

For banks, it's not enough to simply try to clone the in-branch experience and "move it online." Instead, banks must consider how technology can optimize and expedite the process to create the type of experience consumers have come to expect from the brands they trust.

In this guide, we explore how the increase in branch closures, staff reductions and the growing move to remote onboarding are impacting financial services and creating an imperative to act. And act fast.

Complete the form on this page to download our latest guide, Remote Onboarding: How Banks are Changing the Game.

What you'll learn:

    • Key questions to address during the onboarding process
    • What’s wrong with the in-branch onboarding process?
    • How to design a better onboarding process: offline and online
    • How to identify and address current threat vectors