Alexander Sulpasso

Any friction experienced by a potential customer who is trying to open an account with you could end the relationship before it begins. And at a time when your institution needs new core deposit accounts to be opened, this could have catastrophic results. How do you streamline the account opening process to ease your new customer’s path to a new deposit account? Join this keynote to hear how one bank has approached this. Expect to hear:

·      Finding points of friction across the account opening experience, both online and in your branches

·      Assessing where a more human touch might be needed online and where more speed might be needed in person

·      Figuring out how to easily transfer customers from an online application to the branch with little hassle 

·      Using this interaction as a starting point for deeper engagement with this customer