While some retail banks still struggle to take the leap, digital transformation is no longer an option but a necessity – especially when it comes to delivering an outstanding first impression. That is, offering a seamless digital onboarding and product application experience.
That may seem overwhelming at first. Where do you begin? What do you need to prioritize? These are questions that our retail banking clients struggle to answer. But as your strategic partner in digital transformation, we’re here to help you every step of the way.
That’s why we’ve created the Digital Sales Performance Scan: to help you identify the specific problem areas in your digital sales processes and gain a thorough understanding of your bank’s pain points, so you can sign up more customers and sell products with ease.
Choose to assess deposit products, unsecured loan products, and/or secured loan products.
The Scan assesses how you’ve set up your processes in the front office, risk & compliance teams, and back office.
Upon completion, you’ll receive a heatmap that indicates where the root of the friction lies in your digital sales process, as well as a calculation of the potential ROI you can achieve from enhancing your digital onboarding and product sales experience.