New Account Onboarding for Banking

Many banks or similar financial institutions use a manual process to onboard clients after they open accounts with them. The most common practice is to provide clients with a brochure or similar documents, however because of the one-way nature of such documents, a relationship isn’t established.

SimplyCast presents the idea of an automated New Bank Account Onboarding use case, a process leveraging digital engagement technologies to allow bank staff to send a series of new account onboarding messages to clients; track how clients are responding to these messages; and allow clients to respond if they need help or have feedback.