White Papers

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White papers and reports to help you stay ahead of the curve.

Using Digital Channels to Acquire, Sell and Q2 Grow

Today’s banking customers expect a mobile experience that is easy and streamlined. They expect to be able to sign up for new products from the same place they are browsing and shopping, and right now, this is a major challenge for most financial institutions. This white paper takes an in-depth look at the urgent necessity of a digital sales platform to grow customers and sell more products without having to insist customers or prospects come into the branch. Not only can it grow your geographical footprint beyond branch locations, but a good digital sales strategy can also help you target you market efforts and cross-sell other products at just the right time.

Digital Account Opening

How to Achieve Regulatory Compliance and Exceed User Expectations at the Same Time

Consumers are becoming more and more dependent on their digital devices, using them to simplify and enrich all aspects of their lives anytime and anywhere. Shopping for and purchasing products, establishing relationships and conducting business have all advanced at an astonishing pace over the last decade to allow effortless user experiences at home or on the go.