Best Practice Report

Banking Sales Best Practices: Customer Onboarding

Apply Lessons Learned From The Forrester Digital Experience Review™ Evaluations Of North American Banking Mobile Sites

 and  three contributors
Jan 15, 2025

Summary

Onboarding new customers after they open a bank account is the ideal time for banks to drive usage of digital services, grow deposits, deepen the relationship, and begin to earn loyalty. Digital business strategy and CX leaders need to ensure they create a great first impression by leveraging digital tools and communication that help new customers engage with and make the most of their new account. This report shares the key principles and best practices we uncovered from leading firms in onboarding customers after they apply for and open a checking account through their mobile site.

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