Tensions can run high in the digital account opening (DAO) experience when a customer encounters roadblocks throughout the journey. Inconveniences such as extended wait times, multiple interactions across various departments, and excessive form requirements can turn a potential customer away. So, how can retail banks improve upon systems to create a seamless experience for clients?

The five-step process is detailed in this playbook by Backbase, a leader in the digital banking space and provider of financial software solutions. Participants will receive a step-by-step guide to making the DAO experience seamless through a detailed holistic approach that includes:

• Eliminating silos for a more customer-centric experience
• Identifying and removing the top four red flags of the onboarding process 
• Investing in engagement touchpoints across the enrollment and new customer phases and beyond

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