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Complete the form below to access our webinar recording and slide presentation on strategies and best practices for creating better onboarding and account setups in financial services.

Onboarding is the first step in the relationship between customers and financial firms. In our latest webinar, industry experts from Corporate Insight present their latest findings and best practices for creating better onboarding and account setups in financial services.

Drawing on our industry analysis, our experts show you how to:

  • Employ the latest methods to onboard new customers, starting with the account application process
  • Present better account-setup prompts to new customers after account approval, including during account registration and first logins
  • Incorporate customer preference from our proprietary surveys during the account opening and onboarding process

    Download the Webinar