What will you learn?

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The human touch

Combining humanized tech with straightforward access to human support through chat or voice calls is a reliable way to improve onboarding.

Solve identity issues

Automated KYC processes and ID verification will reduce abandonment and lay the foundations for better customer relationships.

The end of analog

Clients want to be able to perform all tasks in one seamless, end-to-end omnichannel journey that can be accessed via mobile or any other of their devices.

Eight steps to better onboarding

A straightforward step-by-step guide to the transformation of digital onboarding for banks and credit unions.

Reduce manual work

Automated onboarding processes remove the need to employ staff to carry out manual work and free up existing employees to focus on more challenging tasks.


The mistakes which mean potential new customers fail to complete onboarding and abandon the process.



Transform onboarding today and win in tomorrow’s hyper-competitive market

Competition and disruption

When it comes to onboarding, banks have serious abandonment issues. A number of studies have found that large numbers of potential new customers fail to complete onboarding and abandon the process when they encounter a point of friction. 

It is time to change. The transformation of onboarding is an opportunity to achieve competitive differentiation, drive greater efficiencies, and unlock sustained revenue growth. Leaders that make the right decisions now will ensure their onboarding processes win new customers, rather than turn them away.


The numbers

Digital Onboarding 30 000 number
Digital Onboarding 26% number
Digital Onboarding 21% number

Although historically overlooked and underfunded, onboarding is an area of increased focus and investment for global banks.

The evolution of onboarding

This report will enable financial institutions to understand the challenges around onboarding and devise strategies for developing seamless end-to-end digital journeys. In an era of rising competition and technological disruption, onboarding is more important than ever before.