by instnt | Feb 1, 2022 | Blog
Your customer onboarding process is your best chance to make a good first impression and a critical part of new client acquisition. Some companies have a quasi-online banking model. But if you’ve done little more than moving your legacy approach to your online...
by instnt | Jan 25, 2022 | Blog
Customer onboarding is a term that most people never consider — that is until they find themselves caught up in the often excruciating exercise of opening a bank account or establishing a relationship with a new company. There were plenty of people who hadn’t changed...
by instnt | Jan 18, 2022 | Blog
These days, being tech-savvy is the rule rather than the exception. Neobanks, which are financial-technology firms that provide banking services exclusively through digital platforms, have been around for less than a decade. Cutting-edge fintech innovations have...
by instnt | Jan 11, 2022 | Blog
The customer relationship with a neobank starts with a great onboarding experience. Get it right and customers are pumped and primed to access even more products and services. They may even tell a few friends how easy and convenient it was. Get it wrong? There’s...
by instnt | Jan 5, 2022 | Blog
Financial services seem to be everywhere these days — depositing a check via a bank’s mobile app on a phone, paying contactless at a store, or paying a friend back via an app for spotting you when you were out of cash. All of these different methods, of course,...