For financial institutions, onboarding is a pivotal part of the customer journey. It lays the groundwork for exceptional customer experience, data-driven marketing, better risk management, and a higher return on banking relationships.

However, financial institutions often face unique onboarding challenges—such as customer verification issues, documentation delays, regulatory challenges, and more. This playbook will help financial institutions optimize their onboarding process and realize the benefits of doing so. It will highlight:

• Why a modern approach to onboarding is key to building trust and learning a client’s needs and preferences 
• Best practices for orchestrating four major motions: Customer Acquisition, Discovery, Compliance, and Maintenance
• How implementing the right technology can make onboarding a seamless and continuous process 

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