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Revolutionizing Customer Onboarding: Embracing Digital Transformation in Banking
Manage episode 400073930 series 2538515
Podcasts That Matter and David L. Peterson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Podcasts That Matter and David L. Peterson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Why banks can’t get out of the habit of not using the out-of-branch tools available when they are doing business in the branch? Why is that so hard? Why banks don't value the virtual branch, like the physical branch, and do not enable younger generations to become users of the financial institutions the way they like the best - via digital? These are only some of the questions that financial institutions must work on to get more customers who hold phones in their hands from the age of 2. It is time to innovate!
Notes:
💸 Customer Journey is providing the best insight into your service from a client's point of view. 00:51
📱 Opening account in 15 minutes instead of 25: how about 5 minutes?
🤯 Employees in banks don't use the solutions and services that they make their customers use.03:45
⚠️ Younger generations have expectations about what an online onboarding experience should be: abandonment rates are too high. 05:29
⏸️ Pause in the process is the reason for abandonment: allow electronic transfer to fund accounts. 6:55
⚡ Stop comparing your institution with others but compare yourself with Neobanks.08:12
🤩 How to know if your online experience meets expectations. 08:51
The article used: https://thefinancialbrand.com/news/bank-onboarding/why-banks-need-to-fix-poor-digital-onboarding-experience-147074/
Email David: david@davidpeterson.com
Connect with David: www.linkedin.com/in/dlpspeaks
Learn more about David: www.davidpeterson.com
Consult with David: www.i7strategies.com
Sail with David: www.i7sailing.com
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