Tecalis
Recorded

Digital Onboarding for Banking and Financial Services

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Lendha Espinoza

International Business Development Manager at Tecalis

Best Practices to Improve Customer Acquisition

In the past years, digital customer onboarding has become an expectation of new customers demanding a seamlessly integrated experience across all channels. Banks and financial services companies need to act quickly to remove friction from their customers’ journey and increase retention. Providing a meticulous digital experience has proven to be critical for a successful KYC onboarding process.

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In this webinar, we discussed and answered questions such as:

  • How can banks and financial institutions meet customer expectations effectively?

  • How to adopt Digital Onboarding to improve conversion rates and reach?

  • What are the keys to lowering abandonment in Digital Onboarding?

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English