Improve Member Onboarding by Uniting Online Account Opening Tools and Banking CRM

While the majority of financial services institutions are attempting to provide digital-first experiences for their customers, the legacy technology they rely on has its limits. This is especially apparent in the onboarding process, a critical stage in the customer journey that significantly influences enrollment decisions.

However, with Salesforce functioning to consolidate legacy tech and streamline the customer experience, organizations can construct the seamless onboarding experiences customers crave. In this white paper, we:

  • Define the importance of the onboarding process for financial services and where current onboarding experiences might fail to meet customer expectations
  • Explore how Salesforce’s Financial Services Cloud connects and overlays legacy systems
  • Outline how organizations can redefine their onboarding process with Financial Services Cloud and supplementary Salesforce products