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.

Moderator:
Thad Peterson, Strategic Advisor, Datos Insights
Speakers:
Erin Cohee, Vice President, User Experience, OneUnited Bank
Grant Karsas, Vice President of Digital, Travis Credit Union
Perry Rotella, Managing Dir., Financial Services, Box