Innovation in Digital Account Opening and Onboarding

Banking Transformed with Jim Marous

Consumers are shopping for products and services, opening accounts, and building relationships using the channels they prefer. More than ever before, this is done on a mobile phone or online.

The only way to support new account opening and deepen existing relationships is by seamlessly aligning your branches, call centers, and digital channels with a modern account opening and onboarding process.

The guests for today’s show are Tami Ferguson, SVP and Director of Client Experience, for Washington Trust Bank and Zach Hamilton, Chief Digital Officer of Synovus. They will provide insights into how they have supported consumers across the customer journey with innovation that prioritizes customer needs.

This Episode of Banking Transformed is Sponsored by NCR Terafina:

NCR Terafina unifies the digital onboarding and sales experience for banks and credit unions across the digital, branch, and call-center channels. NCR Terafina’s sales platform is a multichannel product suite offering the broadest spectrum of products, including consumer deposits and lending, real estate, small business deposits and lending, and commercial deposits.

Visit here to learn more about how Terafina collaborates with financial institutions to deepen customer relationships and accelerate scalable growth.