Tag: Client Onboarding
November 22, 2017The Forecast: Digital Onboarding Ahead

digital onboarding industry standardBy 2020, financial services firms will increase the number of technology-enabled tools they provide, says Roubini ThoughtLab’s latest study, Wealth and Asset Management 2022: The Path to Digital Leadership. This increase will enable the firms to create the seamless digital experience that customers,...

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November 16, 2017Embracing the Challenge: Onboarding Chinese HNWIs

china hnwi onboardingAccording to a recent study, China currently has over 1.5 million high net worth individuals (HNWIs). However, private banks have faced unexpected difficulties when attempting to onboard these clients. To address this, Appway recently hosted a roundtable discussion with a number of senior executives...

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November 02, 2017Retail Banking is Ready for the Amazon Shopping Experience

RBI magazine retail bankingRetail Banker International interviewed Chiara Gelmini, Appway’s Business Practice Manager, to talk about how retail banks can effectively guide their customers through the online shopping process: There’s a lot of talk about customer centricity. What does customer centricity really mean?Customer centricity means putting...

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October 26, 2017Why the Path to Digital Leadership Starts with Onboarding

open_door_start_onboardingRoubini ThoughtLab’s newly published research study, Wealth and Asset Management 2022: The Path to Digital Leadership, surveyed 1500 industry leaders to explore what benefits they’ve gained from embracing the digital world. Along with showing that seamless omnichannel customer experience is a hallmark of digital leaders and...

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October 19, 2017Market Research into Digital Onboarding in Switzerland and Germany Paints a Picture of Mediocrity

!We have a problem, folks. Opening a bank account or getting a credit card should not raise your blood pressure. We have the technology to simplify onboarding, so why are banks still using outdated and inconvenient processes?In 2016, we wrote about the state of digital onboarding...

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August 24, 2017When it Comes to Swiss Banking, Size Doesn’t Matter

banks-big-smallInvestec Switzerland, a Swiss wealth management bank and subsidiary of the international Investec Bank, is small in comparison to many other major players in the banking industry. But when it comes to being digitally progressive and innovative, it’s shown itself to be a real powerhouse. And...

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May 04, 2017FAQ: Compliance and Onboarding in the U.S.

question-mark-faq!It's no secret that keeping up with compliance changes has caused a number of headaches for banks across the U.S., especially when it comes to onboarding new customers. We often field questions from our clients wondering what they can do to maintain compliance despite an ever-changing...

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April 20, 2017Digital Onboarding: No Pain, All Gain

online shopping!Booking a hotel online? A couple of minutes.Buying an intercontinental flight online? A few minutes.Buying a wonderful pair of shoes online and getting them delivered to your front door? One day.Opening a simple bank account online? Weeks! But only if you’re lucky and your bank...

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February 02, 2017Customers Want Better Onboarding in Hong Kong

!As we previously mentioned in our blog series on onboarding in Asia, clients of private banks in Asia need to wait far longer than clients in Europe to open an account. In a recent roundtable discussion Appway hosted in Hong Kong, senior banking specialists exchanged visions...

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January 26, 2017Compliance Meets Digital Onboarding in Hong Kong

!Along with our blog series on digital onboarding in Asia, Appway recently hosted a roundtable in Hong Kong with Asian Private Banker. Appway’s Igor Djurdjevic and senior banking experts exchanged visions about digitalization and main pain points when it comes to onboard a client. Here are...

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