Trends Report

Vendor Landscape: Financial Services Client On-Boarding Solutions

Providers Offer Fresh Ideas And Approaches For On-Boarding Challenges

September 28th, 2015
Craig Le Clair, Vice President, Principal Analyst
Craig Le Clair Vice President, Principal Analyst
With contributors:
Alyson Clarke , Elizabeth Cullen , Alex Cullen , Rachel Birrell

Summary

Peter Drucker once commented that the purpose of business is to create and keep a customer. Improving your mobile experience, social media presence, or use of the Internet of Things is meaningless without a laser focus on this simple fact. So why do we "create" new customers so badly? To help enterprise architects at financial services firms tasked with improving on-boarding, we've highlighted significant problems/pitfalls with current processes as well as seven categories of providers that have evolved from different competencies. Client on-boarding is ripe for innovation, and these providers come with fresh ideas and approaches.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.