Many institutions miss out on the golden opportunity to engage customers and deepen relationships by delivering a personalized, guided account opening experience.
3.4 products are opened with guided recommendations vs 1.3 without
The proven benefits of guided product selection include:
- Deepening customer relationships
- Empowering every employee
- Boosting digital applications
- Reducing attrition
- Growing non-interest income
Watch this video to see how Account Advisor transforms the banking customer experience with dynamic customer-facing digital conversation guides that uncover and address consumer needs — online or in-person.