UBM: TECH DIGITAL RESOURCE LIBRARY

Transforming the First Mile: Kofax Customer Onboarding for Financial Services

by Kofax

Sep 15, 2013

Download Customer onboarding is one of the most important events in the life cycle of a banking customer, setting the stage for the entire relationship going forward. When an account opening experience is slow or painful, it can leave your customer with a negative impression that may linger for months, eating into future sales and even leading to defections. This is hardly conducive to success in an industry where institutions are working overtime to sign up new customers - and where margins and budgets remain tight


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