How To Persuade Customers To Open A Checking Account

Checking accounts are central to a customer’s relationship with their primary bank, and an increasing number of customers are using their mobile phone to find, research, and apply for an account. To help digital business strategy professionals prepare for changing buyer behavior, identify crucial features, and plan improvements, this report examines key principles for implementing mobile marketing and sales, provides best-practice examples from US and Canadian firms in Forrester’s Wave™ evaluations of banking sales solutions, and outlines key considerations for developing your mobile sales strategy. Focusing on prospects’ broader banking needs will help banks become a customer’s primary bank.