Best Practice Report

Banking Sales Best Practices: Helping Prospects Open A Bank Account

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

 and  three contributors
Jan 15, 2025

Summary

Mobile websites play an important role in attracting prospects and persuading them to open a new bank account, but they also play an increasingly important role in converting prospects to customers. To maximize digital conversion rates and increase new customer acquisition, digital business strategy and CX leaders must ensure that their mobile site provides a fast, simple, and effective account opening experience for prospects. This report examines key principles and best practices for creating a best-in-class checking account opening experience through a mobile site and outlines key considerations for developing your mobile sales strategy.

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