Create a Frictionless Customer Onboarding Experience

Reducing customer friction is still one of the most important factors financial institutions need to focus on to grow new digital accounts and increase revenue. A key factor in addressing digitally savvy customers is delivering a seamless and simplified account opening and application processing platform within digital channels.

Alyson Clarke with Forrester Research will talk about how to overcome challenges when going digital to improve the overall customer experience.

Additionally, you’ll learn:

  • How to effectively design and deliver a comprehensive online account opening process
  • The benefits of data aggregation to support the decision process
  • How to improve customer success with the automation of consumer financial history through identity validation, document imaging, and risk analysis
  • Best practices to reduce abandonment and increase conversions
Featured Speakers
Jeremy Schlarb
Jeremy Schlarb

Senior Strategic Alliances Manager

Alyson Clarke
Alyson Clarke

Principal Analyst
Forrester Research

John Bird
John Bird

VP of Product Marketing and Alliances
Envestnet | Yodlee

Watch the Webinar

Additional Resources