Best Practice Report

Five Principles To Help Corporate Banks Improve Their Onboarding Process

January 10th, 2023
Pushpa Marwal, Analyst
Pushpa Marwal Analyst
With contributors:
Oliwia Berdak , Ashutosh Sharma , Aadya Gupta , Bill Nagel

Summary

Improving the onboarding of business clients is a top agenda item for many corporate banks. For corporate banks, investing in this underestimated aspect of the customer experience (CX) presents an opportunity not just for competitive differentiation and improved process efficiency, but also for future revenue growth. To help digital leaders reinvent and improve the onboarding journey, this report discusses the challenges, benefits, and next steps for digitizing the onboarding process.

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