Customer Onboarding
December 19, 2017 | By Grant Johnson
Our 10 Most Popular Blog Posts in 2017
With 2017 fading into the horizon, we’re not only looking ahead to digital transformation and process automation trends coming up in 2018, but we’re looking back at the topics and trends that resonated with our website visitors this past year.
December 12, 2017 | By Brian Hettinger, Senior Product Marketing Director, Mobile
Does Your Bank Have Abandonment Issues?
Today’s digitally savvy consumers are unlikely to have the patience to visit a branch, enter the same information repeatedly when switching between channels, or wait days for a loan or application approval. And the truth of the matter is, they don’t have to. Your competitors will be happy to take a frustrated customer off your hands.
November 13, 2017 | By Kofax
Artificial Intelligence: A Natural Fit for Customer Onboarding
Would it surprise you to learn that non-human intelligence can make your onboarding processes more “human”?
October 18, 2017 | By Chris Edgington
Win and Wow Customers – Best Practices for Better Onboarding
“Practice makes perfect” can be valuable advice — but not when it comes to onboarding banking or insurance customers. That’s because it’s likely you will only have one chance to get it right.
September 05, 2017 | By Kofax
Mind the Gap: Connecting Front, Middle and Back Offices in Banking
Digital transformation is important; on this point, most financial institutions can agree. Yet many of these same institutions are not making enough progress in digitizing their operations to remain competitive with customers while keeping costs in check.
August 28, 2017 | By Dermot McCauley
Digital Transformation of Customer Onboarding: Are We There Yet?
Whether you are a bank, insurance company, government agency or other organisation, you need to make it easier for your customers to engage with you. Especially in high-value customer journeys, such as when customers are onboarding for the first time, you can’t afford to disappoint them during those early moments of engagement with you. If you do, the relationship you spent time developing can quickly sour—or worse, end before it even begins. This is why onboarding is the most critical mile of the journey your customers embark upon with your business.
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