The Customer Onboarding Experience in Financial Services


You never get a second chance to make a first impression. Ensuring the onboarding process is on mark can mean the difference between success and failure. If onboarding is done poorly, customers may abandon the application process and to the worst, banks may run in to regulatory fines and damage the corporate brand.

In recent years, many banks are seen stepping up in customer onboarding whether by accelerating the process enabling omni-channel access. However, customer-facing services with mobile and online capabilities will only go so far if backlogs in the back-office and operations are causing delays in application approvals. Many critical areas are at stake here and Kofax onboarding solutions deliver a truly integrated onboarding experience end-to-end.

Get it right as you only have one chance. Let’s take a look at how you can set stage to effective onboarding experience. Download the infographic.