Inside the Briefcase

How to align your visual brand guidelines and create consistently on-brand content

How to align your visual brand guidelines and create consistently on-brand content

In this ebook, we’ll explore the various themes leading...

Your B2B Content Strategy in 2017: How To Think Like A Movie Studio + 6 Other Tactics

Your B2B Content Strategy in 2017: How To Think Like A Movie Studio + 6 Other Tactics

Jon Lombardo, Creative Lead, LinkedIn, reveals in this presentation...

2017 State of Technology Training

2017 State of Technology Training

Pluralsight recently completed an in-depth survey of 300 enterprises...

IT Briefcase Exclusive Interview: Keeping Your (Manufacturing) Head in the Clouds

IT Briefcase Exclusive Interview: Keeping Your (Manufacturing) Head in the Clouds

with Srivats Ramaswami, 42Q
In this interview, Srivats Ramaswami,...

IT Briefcase Exclusive Interview: New Solutions Keeping Enterprise Business Ahead of the Game

IT Briefcase Exclusive Interview: New Solutions Keeping Enterprise Business Ahead of the Game

with Sander Barens, Expereo
In this interview, Sander Barens...

Want to Accelerate Your Customer Journey?

August 31, 2016 No Comments

Don’t Wait on These Three On-Boarding Improvements

An on-boarding process is really nothing more than a traditional CRM process implemented at the beginning of a consumer’s banking relationship. The customer experience commercial bankers deliver at the point of customer on-boarding may be the single most important experience their customers may have.

Commercial bankers face growing pressure to on-board and serve corporate customers at digital speed. New market expectations demand a personalized customer journey, one where products and services can be quickly and cost-effectively configured during on-boarding to meet customer relationship requirements.

Download this white paper to learn how to improve your on-boarding process

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