Webinar: Create A Frictionless Customer Onboarding Experience

Webinar Registration for Onboarding

Are you a banking executive looking to increase online customer acquisition? Providing a seamless customer experience and easy account opening process are key to acquiring new customers, reducing customer friction, and ultimately increasing revenue.

Many financial institutions have embraced the digital experience, but its full potential hasn’t been realized when it comes to many customer facing processes. As banks continue to innovate, they need to balance all the facets of the user experience with the right technology and leverage all the data analytics available.

To help banking executives overcome the challenges when going digital to improve the overall customer experience, Avoka and Envestnet® | Yodlee® are hosting the webinar: Create A Frictionless Customer Onboarding Experience on February 16th, 2017 at 2 PM ET.

We’ll discuss some of the challenges and obstacles financial institutions face when dealing with account opening and loan application processing, and how those challenges may affect the customer onboarding experience. We’ll also offer some insights on simplifying the customer experience and speeding up the application process.

During the webinar, you’ll also learn:

  • How to overcome the challenges when going digital to improve the overall customer experience.
  • How to effectively design and deliver a comprehensive online account opening process.
  • The benefits of data aggregation to support the decisioning process.
  • How to improve customer success through automating the consumer financial history process through identity validation, document imaging, and risk analysis.
  • How to reduce abandonment and increasing conversions through a robust digital account opening platform.

Join moderator Mike Sisk, contributing editor for American Banker, and panelists Alyson Clarke, Forrester Research; John Bird, Envestnet | Yodlee; and, David Gaydon, Avoka as they discuss the challenges facing financial institutions in bringing in new customers through digital portals, and how to increase their adoption, retention, and overall success.

To learn more about how to create a frictionless customer onboarding experience, register for this American Banker webinar.