Date & Time
Tuesday, June 4, 2024, 11:20 AM - 12:00 PM
Name
Panel
Description
Reaping the Rewards of Digitized Onboarding
The customer onboarding process is central to financial institutions’ client acquisition and retention. Customer onboarding and new account opening both create pathways for engagement. Creating efficiencies in the onboarding experience using modern technology can enhance opportunities for cross-selling and strongly establish customer relationships.
Speaker:
Perry Rotella, Managing Dir., Financial Services, Box
Speakers