Four Steps to Delivering the Ultimate Onboarding Experience [Webinar]

Resource Type
Treasury Manangement

Treasury management customers have high expectations when it comes to the service you provide, and onboarding is a critical component of that experience. According to Aite Group, an estimated 5 – 15% of new customer applications are abandoned before onboarding is completed because of poor service and delays.

Watch our webinar, “Leaders of Automation: Leveraging Onboarding to Deliver the Ultimate Commercial Customer Experience,” to learn how banks can transform the customer experience into a competitive differentiator. Our speakers will also reveal the top four enhancement opportunities to help banks make the right first impression, including:

  • The right way to think about re-engineering your bank’s processes
  • New tools that improve communication and improve onboarding transparency
  • How to consider new self-service options
  • Offering the right analytics



Christine Barry

Senior Research Director
Aite Group

Joe Pitzo

Senior Manager, Product Management
Deluxe Treasury Management Solutions