Best Practice Report

Banking Sales Best Practices: Helping Prospects Discover Bank Accounts

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

 and  three contributors
Jan 15, 2025

Summary

To acquire new customers, drive deposits, and win primacy, banks must ensure that their mobile sites’ features and experiences can attract the right customers. Mobile websites play an important role in attracting prospects and persuading them to open a new bank account. Digital business strategy and CX leaders need to respond to buyer behavior, identify crucial features, and plan improvements. This report examines key principles and best practices for creating ways to help prospects discover your brand and checking accounts on offer and outlines key considerations for developing your mobile sales strategy.

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