Salesforce Webinars

Questions? Call us at 1-800-667-6389.

How Banks Can Optimize Customer Onboarding to Build Trusted Relationships

Featured Speakers:

Ganesh Krishnan, Chief Information Officer, PNC Corporate & Institutional Banking
Marc Murphy, CEO, Fenergo
Greg Blausey, Director, Banking Industry Lead, Salesforce
Amelia Guertin, Industry Product Marketing, Banking & Lending, Salesforce

For Banks, the process of onboarding a new customer can be complex, costly and consequential. A deep discovery will often lead you to a root cause of disconnected process, patch-worked technology and many personas interested in differing areas of the process. This can slow down and negatively impact the customer experience.

Learn how to optimize customer onboarding in order to connect customer acquisition, discovery, onboarding and renewal to deliver a unified experience to new customers and bankers alike. You'll hear from banking industry experts on how to remove onboarding complexities through establishing onboarding processes early and across all personas.

In this webinar, you'll learn how to:

  • Identify the moments of compliance in the onboarding process and how they impact each persona
  • Establish a customer profile early, continue to it enrich over time, remove friction and establish a solid foundation
  • Understand the value and tangible impact of optimizing customer onboarding


Access the webinar now.

Please fill out all fields.
Enter your first name
Enter your last name
Enter your title
Enter a valid email address
Enter a valid phone number
Select your country
By registering I confirm that I have read and agree to the Privacy Statement.
This is a required field
Yes, Salesforce may share my contact information with sponsoring partners for marketing purposes.