Finovate Webinar: Successful Client Onboarding – Take Out the Guesswork with the Right Metric

Finovate Webinar: Successful Client Onboarding – Take Out the Guesswork with the Right Metric

Getting that signature on the contract is a great feeling reflecting weeks, months, or, sometimes, years of effort. However, this moment is only the beginning of the process of earning the confidence and realizing the mutual benefits for both parties. During the client onboarding process, you lay the foundation of trust with your customer, a crucial factor in client retention.

With a 77% customer retention rate*, optimizing the customer onboarding process is crucial. Improving your onboarding process without comprehensive data and insights is like navigating with no map. Establishing and keeping track of the right onboarding metrics is the key to accomplishing this.

In this webinar, our group of talented onboarding expert panelists will discuss the best metrics to put in place to help deliver the optimal customer onboarding experience for your organization. We’ll start with a review of the most popular metrics. Panelists will share the best practices for introducing these metrics into your company and helping make the process tracking a sustainable operating practice. We’ll also share some helpful tips and resources to help you get started.

CX at the Core of Digital Transformation in the Banking, Financial Services, and Insurance Services Market

CX at the Core of Digital Transformation in the Banking, Financial Services, and Insurance Services Market

Frost & Sullivan is a growth-focused research and consulting company that offers a wealth of expertise across more than 10 industries. Frost & Sullivan’s Information & Communications Technologies Research Team conducts an annual voice-of-customer survey that contains inputs from key decision makers across industries.

What follows is an excerpt from 2022’s survey findings and research study, Customer Experience at the Core of Digital Transformation in the Banking, Financial Services, and Insurance Services Market: Transformational Growth through Digitally Enhanced Banking Customer Experience. The excerpt spotlights what respondents consider the highest customer experience (CX) priorities right now, and where their investment in CX is trending.

Definitions and Research Overview

  • The banking, financial services, and insurance (BFSI) industry includes commercial banks, insurance companies, non-banking financial companies, and other entities.
  • This study uses an integrated 360-degree research methodology to provide insights from end-user organizations, IT decision-makers, and influencers within the BFSI sector.
  • An analyst perspective on the state of adoption and future investment plans highlights opportunities for financial services organizations to equip their workers with the advanced tools they need to achieve operational agility and interact with customers via the channels they wish to engage.
  • This study also discusses opportunities for improving customer and employee experiences.

Download the excerpt >

Finovate Webinar: 7 Trends for Community Financial Services in 2023

Finovate Webinar: 7 Trends for Community Financial Services in 2023

Recession. Widespread staffing shortages. Increasing fraud. Customer demands — and advancements in technology like we’ve never seen. We’ve learned a lot about the current industry landscape so far in this first quarter alone, but there are still questions that loom large. Such as:

  • Will the threat of fraud ever go away?
  • Can my call center really become a revenue generator?
  • How will pending legislation around real-time payments and open finance affect our customers?
  • Should we really consider using TikTok?

Watch this Finovate webinar, in collaboration with Eltropy, on demand, and find out the top seven trends that CFIs like you should be focusing on in the coming year. You’ll discover:

  • Which trends are the most crucial to ensure success for your CFI this year
  • How the right digital strategies and tools can make or break your institution
  • Examples of what’s working and what’s not in financial services

You’ll hear from Jonny Manousaridis, social media & customer marketing manager, Eltropy, and banking strategy expert David Hall.