Skip to main content

Save or Share this Report

For eBusiness & Channel Strategy Professionals

Best Practices In Checking Account Sales

Banks Need To Digitally Transform Their Bank Account Sales Process

August 19, 2016

Primary author headshot

Authors

  • By Alyson Clarke
  • with Benjamin Ensor,
  • Cody White,
  • Mike Chirokas,
  • Rachel Birrell

Why Read This Report

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.

Get Access

Already a Client?

Log in to read this document.

Become a Forrester Client

Customers are the new market-makers, reshaping industries and changing how businesses compete and win. Success depends on how well and how fast you respond. Forrester Research gives you insights and frameworks aligned to your role to shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer. Contact us to learn more.

Purchase Report

This report is available for individual purchase ($745 USD).

Purchase

Table of Contents

  • Lessons From Best-Practice Banks Through The Purchase Journey
  • Discover: Provide Rich Content That Prospects Can Get To Quickly
  • Explore: Help Customers Find The Right Checking Account
  • Buy: Real-Time Account Opening Is Crucial For Checking Accounts
  • Recommendations

  • Take A Customer-Centric Approach To Digital Across Touchpoints
  • Supplemental Material
  • Related Research Documents

Recommended Research