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For eBusiness & Channel Strategy Professionals

How To Persuade Customers To Open A Checking Account

Apply Lessons Learned From Forrester's Q1 2020 Banking Sales Wave™ Evaluations

April 21, 2020

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Why Read This Report

Checking accounts are central to a customer's relationship with their primary bank, and an increasing number of customers are using their mobile phone to find, research, and apply for an account. To help digital business strategy professionals prepare for changing buyer behavior, identify crucial features, and plan improvements, this report examines key principles for implementing mobile marketing and sales, provides best-practice examples from US and Canadian firms in Forrester's banking sales Wave™ evaluations, and outlines key considerations for developing your mobile sales strategy.

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Table of Contents

  • Bank Sites Don't Show How And Why Prospects Should Open Accounts
  • Discover: Provide Rich Content That Customers Can Get To Quickly
  • Explore: Direct Prospects To The Right Account
  • Buy: Offer Simple Applications With Human Support If Needed
  • Onboard: Help Customers Make The Most Of Their New Account
  • Recommendations

  • Sell As If The Customer Doesn't Know Your Brand
  • How Forrester Can Help

  • Benchmark Your Digital Sales To Identify Strengths And Weaknesses
  • Supplemental Material
  • Related Research Documents

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