Provide Personalized Product Recommendations During Online Account Openings

Reinventing the online account opening experience builds consumer trust, respect and loyalty

Successful long-term banking relationships begin with a personalized online account opening experience that provides recommendations for products and services that fit their applicants’ unique financial needs.

New customers self-select the most appropriate products only 30 percent of the time.*

Financial institutions are able to obtain all the information needed to make effective, personalized recommendations by asking online applicants a few basic questions about:

  • Life stage
  • Income
  • Average balances
  • Borrowing needs
  • Retirement plans
  • Other financial needs

Download our article explaining how an interactive, personalized online account opening experience not only builds trust, respect and loyalty, but also turns passive users into active engagers.

 

*IQ Analytics by Ignite Sales