Malori Schlosser

Account opening and onboarding are the gateways to customer relationships and a critical step in acquisition strategies for banks and credit unions. Yet, friction in the process—whether due to outdated technology, complex onboarding, or lack of alignment across channels—can turn potential customers away. This panel will examine how financial institutions can streamline and enhance the account opening experience to attract and retain more customers. Industry leaders will share insights into designing intuitive, seamless account opening processes that cater to both digital-first and branch-reliant customers. Discussions will include 

• leveraging and integrating technology to help with KYC and compliance requirements efficiently 
• maintaining a human touch where it matters most 
• finding and addressing pain points along the account opening customer journey 
• creating strong AND favorable first impressions that build interest