Learn how your clients like to be onboarded and how they feel about the way they are sharing their data with you.
A big concern to most companies is the customer experience. They want to come across as professional, and don’t want to get off to a poor start in the relationship when onboarding. However this is difficult because the AML requires that you gather and verify a lot of information, which can feel intrusive to the client and be cumbersome and time consuming.
It might surprise you that this leads to companies to either:
But why don’t all companies choses option 3?
– Because they are not aware of the new solutions that exist on the market. The RegTech industry is evolving very fast.
– Because they think their clients won’t like it.
– Because they are too busy with other important tasks.
With the pandemic your clients are now more than ever used to using online services and have higher expectations to a smooth user experience.
Clients also want to be self-sufficient. They need to be empowered with automation made simple, through self-service channels.
At newBanking we are of course proud of the smooth onboarding process we give to our customer’s clients, but we also know that we can be biased 😉
This is why we’ve created a 5 star rating system, so that each client can quickly evaluate their onboarding experience – providing our customers with clear and real data on how well our solution is to their clients.
“Digitizing our onboarding process is unknown ground, so the rating is super important for us in order to get feedback and be able to improve our set-up to create the best customer experience”.
– Marie Olafsdottir, CEO & founder of Finklusiv
We can’t guarantee you only 5 star ratings from all of your clients, but we can give you the transparency of knowing, we can adapt the onboarding process to match your needs and different types of clients, so not all clients go through the same questions (eg. a different onboarding for companies and individuals, UK or foreign…)
And we even have a set-up for the small percentage of clients that aren’t IT savvy at all, so that you can do it for them.
Curious to learn how we can give you and your customers a world class onboarding experience, please contact us and we will schedule a time to show you how.
All the best,
Christian
Christian Visti Larsen
CEO & co-founder.
Read our newsletter to stay updated about RegTech, AML-compliance and intelligent digital solutions for improved KYC procedures.
Read our newsletter to stay updated about RegTech, AML-compliance and intelligent digital solutions for improved KYC procedures.
NewBanking – info@newbanking.com +45 73 78 00 00