In financial services, customer onboarding falls short, according to Forrester Research. Fragmented service delivery and inconsistent engagement put banks in the “very poor” to “good” range – hardly an endorsement for an industry whose success depends on quality relationships.
Today, improving customer experience begins with digitizing the customer onboarding experience. The most direct way to improve customer experience is through e-signatures. Of all the onboarding technologies available, e-signatures have the most rapid impact, improving customer experience, compliance, operational efficiency and revenue.
How client-centric is your customer onboarding experience?
Download this paper to learn the four fundamental best practices for applying e-signatures:
- Focus on what customers experience
- Use real numbers to build the business case
- Offer incentives to encourage change
- Work with a flexible provider that can support complex processes