What is the onboarding strategy in financial institutions?
Posted: Wed Jan 22, 2025 10:46 am
When we think about onboarding in financial institutions, we must understand that the strategy is divided into three stages: brand, products and experience. The first two stages are designed to convince the customer that the product or service offered is worth using.
The third one has the main objective of building customer loyalty, that is, turning cambodia phone number list into users and not just someone who buys. Onboarding is one of the tools that will make this possible, as it can be used both to improve the registration process, making it more practical and intuitive, and to speed up the analysis of documents, Open Banking systems and other services.
The third one has the main objective of building customer loyalty, that is, turning cambodia phone number list into users and not just someone who buys. Onboarding is one of the tools that will make this possible, as it can be used both to improve the registration process, making it more practical and intuitive, and to speed up the analysis of documents, Open Banking systems and other services.