customer onboarding process

Where are credit unions and lending institutions going wrong in their digital journey

Financial service providers want to be digital, but they’re having trouble getting there, or even getting started.  They are focusing heavily on conventional IT and surface-level components of digital strategy.  Both are vital. However, we…

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How is RPA Optimizing Customer Onboarding to Generate Better Outcomes?

In the business world that exists today, it is a known fact that it is not easy to acquire and retain customers. Business leaders are always looking for ways to improve their processes to enhance…

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A Credit Union Bank Revamps Their Customer Onboarding with IQ Bot

The relationship of banks with their customers is based on the services and timely responses offered, ease of performing banking tasks, etc. Before banks get into providing sophisticated services to their customers, it is crucial…

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