Improving Client Onboarding Experience With One-to-One Messaging

What you’ll learn

The client onboarding process has become a focal point for banks as it directly impacts profitability.

Financial institutions run the risk of creating lengthy and inefficient processes during onboarding resulting in poor customer experience and ultimately missed opportunities for growth and retention.

Key takeaways:

  • What key growth metrics are impacted by a client’s onboarding experience
  • Elements banks need to focus on to simplify the onboarding process
  • How texting can help banks improve user experience during onboarding
  • Factors to consider while selecting a client texting platform for banks

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