Automated New Account Onboarding Use Case for Banks

One Solution

Streamline New Bank Account Onboarding Process

• Streamline the Entire Process

  A manual new bank account onboarding process consists of repetitive tasks at all stages. Using an automated solution lets your client relationship management team reduce repetitive tasks, which saves time and resources. In addition, streamlining the new bank account onboarding process increases collaboration across client relationship management team members, which in turn increases customer satisfaction and loyalty. 

• Share More Relevant Resources

  With nearly every manual task eliminated from the entire new account onboarding process, your team will have more time to create more relevant content for new clients. Also, you can automatically gather feedback from clients and reach out to them to provide one-on-one client service. 

• Engage Clients at Scale

  With a pre-built series of engagement messages, you can easily engage thousands of clients who opened new accounts with your bank. No matter how big your client base is, you can engage each of them in a personalized way by using our highly scalable automated new account onboarding solution. 

• Customize the Solution

  SimplyCast built this solution from scratch with in-house technology, which means the solution can be customized to fit any business’s particular requirements. Depending on your business type, your operation style, and your sales and marketing process, SimplyCast can customize this new account onboarding solution for you!