The pitfalls of paper-driven onboarding—and the advantages of automated solutions

From missing signatures and misplaced forms, to redundant systems and duplicate requests, onboarding a new treasury management customer with a paper-based process usually frustrates both banks and corporations.

Leading banks, however, are ready to address this critical process; according to new research, 60 percent now rate efficient corporate onboarding a “high priority.”

Banks that do automate and streamline onboarding gain a strategic, competitive advantage. They can accelerate time-to-revenue, improve staff productivity and make a lasting, positive impression on valued corporate customers.

Join Aite Group research director Christine Barry for a live webinar, hosted by WAUSAU, on May 4 as she presents new research findings from Aite Group, including:

• What tech-savvy corporate customers expect during onboarding—and what it means for banks.
• Real-world challenges and opportunities at 21 leading financial institutions.
• How today’s flexible treasury management onboarding technologies can transform the customer experience—while complementing a bank’s existing processes and systems.

Register today here to attend this webinar.

Level Up Your Treasury Management Onboarding
Presented by Aite Group and WAUSAU Financial Services
Thursday, May 4, 2017
2 p.m. Eastern