Download your digital onboarding toolkit

Let’s get to work. Here are some valuable downloadable tools that provide an accelerated roadmap to help banks on their own digital customer onboarding journey.

Digital customer onboarding: Building valuable customer experiences through digital banking channels

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If you've read our white paper, "Digital customer onboarding: Building valuable customer experiences through digital banking channels," you're up to speed on the onboarding landscape of major banks today. You've also learned how banks can create an ideal customer experience while opening the door to innovation and success in the digital age.

But how do you put what you've learned into practice with your teams?

Our Digital Customer Onboarding Kit offers tools that serve as a roadmap for banks to begin their digital transformation.

In this Digital Customer Onboarding Kit, you'll find:

  • A persona template that will help you identify what your users want and what to build first
  • A product canvas template to help identify problems, desired outcomes and success measures
  • A story map template to walk teams through the onboarding process
  • Informative articles referenced in our white paper to give you even more background on Agile software design and development practices

 

Digital Customer Onboarding Kit

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First name is required
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Last name is required
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Email is required
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Company name is required
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