Leaders of Treasury Management Onboarding: The Pursuit of Automation
Report Summary
Leaders of Treasury Management Onboarding: The Pursuit of Automation
An efficient, automated onboarding experience allows banks to stand out in an extremely competitive marketplace.
Boston, June 1, 2017 – Banks around the globe are laser-focused on customer experience, and many consider it to be as important as functionality. Since onboarding is one of the first impressions treasury management customers get of their bank, it is a critical component of their experience and something banks must strive to automate and make efficient. Is technology evolving to meet these new customer expectations?
This report highlights the demand for treasury management onboarding solutions within the financial services industry and profiles the leading technology providers in the space. Vendors profiled in this report are Avoka, FMR Systems Inc., Intellect Design Arena, nCino, Pegasystems, Pyramid Solutions, and Wausau Financial Systems (a Deluxe company). It is based on the written results of an in-depth Aite Group request for information as well as product demos and client references.
This 46-page Impact Note contains six figures and 10 tables. Clients of Aite Group’s Wholesale Banking & Payments service can download this report, the corresponding charts, and the Executive Impact Deck.