Successful long-term banking relationships begin with a personalized online account opening experience that provides recommendations for products and services that fit their applicants’ unique financial needs.
New customers self-select the most appropriate products only 30 percent of the time.*
Financial institutions are able to obtain all the information needed to make effective, personalized recommendations by asking online applicants a few basic questions about:
- Life stage
- Average balances
- Borrowing needs
- Retirement plans
- Other financial needs
Download our article explaining how an interactive, personalized online account opening experience not only builds trust, respect and loyalty, but also turns passive users into active engagers.
*IQ Analytics by Ignite Sales