The customer on-boarding process gives any organization a chance to make a great first impression with a client. The financial services marketplace is competitive and therefore the focus is on providing an unmatched customer experience. The reality isthat customer on-boarding is not only document-intensive, but also compliance-driven and therefore has traditionally been a slow and bureaucratic process. Adding to this challenge is the need to provide consistent customer service across the web and mobile channels. Fortunately, there are technology solutions that can provide template-based processes that can access information across the organization to ensure a smooth and hassle-free customer on-boarding experience.
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