Best Practice Report

Best Practices In Checking Account Sales

Banks Need To Digitally Transform Their Bank Account Sales Process

August 19th, 2016
Alyson Clarke, Principal Analyst
Alyson Clarke Principal Analyst
With contributors:
Benjamin Ensor , Cody White , Mike Chirokas , Rachel Birrell

Summary

This report looks at how digital teams can drive checking or current account sales and improve the customer experience for bank account buyers. The leaders are not just making it simple, fast, and easy to open a checking account but are helping prospects with their broader banking needs to become their primary bank. To compete, digital strategy executives need to provide a compelling digital experience that is underpinned by fast, digitized processes and caters to the broader needs of checking account buyers.

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