Description

Financial Services and Banking Digital Account Opening Transformation Best Practices are a list of top ten leading practices a bank or a financial institution must follow to make the digital account opening transformation program successful.

Digital Account Opening Transformation Best Practices

What do Digital Account Opening Transformation Best Practices deliverable include?

  • Finantrix Bank Digital Account Opening Transformation Best Practices is a customizable PowerPoint with customizable content to tailor to your enterprise needs.
  • There are ten best practices to follow during the account opening transformation journey.

What do I not get?

  • Detailed action plans for implementing the best practices.

Stipulations:

  • We cannot accept any returns as Finantrix Bank Digital Account Opening Best Practices is a digital product.
  • Depending on your situation – size, location, customer types, adoption of digital sales and e-commerce, the scope of the transformation – some or all the best practices may or may not apply to you.
  • Consulting firms that intend to use the Finantrix Bank Digital Account Opening Best Practices at multiple clients have a different pricing and terms.
  • This digital product is Sold on an as-is, basis and no warranties.
  • If Finantrix does any updates to the product within 180-days, you will receive an updated/upgraded version.
  • Finantrix is offering this product as a standalone and does not include any customization of implementation help or support. If you need professional services assistance, please contact us.
  • Please review our standard terms of service and privacy policy.

How should we use the Bank Digital Account Opening Transformation Best Practices?

Bank Digital Account Opening Transformation Best Practices are a synthesis of the experiences of many banks, credit unions, financial services, and insurance companies. This compilation of best practices helps your business be well informed of potential pitfalls and opportunities while embarking on an endeavor to transform account opening.

Why pay for something when we can find it free?

Of course, on the web, you can find anything and everything – of varying quality and authenticity. It takes time and effort to weed out the irrelevant, insufficient and inane from the insightful and useful information. If you have the time, you don’t need this deliverable.
Secondly, you can modify and customize the content to your needs.
Last but not the least, the cost is less than the coffee your teams will consume as a part of one brainstorming session.

Who should use the Digital Account Opening Transformation Best Practices:

  • Banks
  • Credit Unions
  • Savings and Loans
  • Brokerage firms
  • Asset and Wealth Management Firms
  • Insurance companies (even though the underwriting and ratings make it a slightly different ballgame.)