Is your onramp an offramp? 

A spotlight on customer onboarding in Financial Services

There is steep competition in the banking financial services insurance (BFSI) industry, which makes the need for continual improvement in customer onboarding processes and the overall customer experience essential to the success of these companies.

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. The infographic looks at what some of the largest banks, mortgage companies, consulting firms and analysts had to say about customer onboarding. These impactful benchmarking responses and statistics will give you insight into how to stay competitive and embrace better customer onboarding practices.

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