Onboarding in the Digital Age
Digital is an FI's brand today, and fast, effective onboarding is where engagement begins.
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Onboarding must be part of any comprehensive strategic process that feeds into your engagement pipeline.
- Three-minute, mobile account opening is a standard among most tech-savvy financial providers
- Direct deposits, payments, and card adoption can be automated and part of the experience
- Flexibility is important with the ability to integrate fintech apps as needed