eBook


Achieving a Digital Future in Financial Services

The Road Ahead for Customer Onboarding

There’s no denying that customers crave a good experience when they use services or buy products. A simple Google search of “customer experience” (CX) brings up 4.7 trillion results while “customer onboarding,” a subset of CX, yields 20.9 million results. This is especially true in the banking financial services insurance (BFSI) industry, which has steep competition and many options for services.

In a recent virtual panel webinar hosted with American Banker, “Is your onramp an offramp? Get ready for customer onboarding in the age of AI,” Ephesoft had the opportunity to survey and hear from over 200 financial services leaders in attendance. This eBook looks at what some of the largest banks, mortgage companies, consulting firms and analysts had to say about customer onboarding.

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