A Strategic Approach to Onboarding Financial Service Consumers
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Overview: Increased government regulations and a tough economy have combined to create significant challenges for financial services firms. Consumer product strategy professionals are leading the charge to stem customer defections as well as increase revenues. Effective customer on boarding is an increasingly important aspect of strategies aimed at solving the problems of retention and revenue generation.
This report discusses the on boarding opportunity; execution challenges; and an approach to effective on boarding strategies built on understanding people, objectives, strategies, and technologies.