With today's macroeconomic instability, financial institutions are under serious pressure to appeal to new customers. Recent market volatility has reduced trust in banking institutions and customers today are looking more critically at where they bank and do business. The biggest differentiator for this audience is mobile experience and ease of signup. They want a frictionless way to start and manage their banking relationship, which means avoiding in-person meetings and onboarding from anywhere.

By modernizing the application process, financial institutions can create the digital, multichannel experience that modern customers want and win new business with superior service. In this session, we’ll draw up a blueprint for a simpler application process and discuss technology that can:

• Facilitate multichannel signing experiences
• Streamline identity verification
• Automate routing and archival