BEV Break: Balancing customer experience with safer business onboarding
Explore the "consumerization" of the business customer experience while maintaining trust and compliance from the first interaction.
Business customer expectations for seamless and efficient onboarding are higher than ever. In this 30-minute session, we’ll explore how financial institutions and fintechs can "consumerize" the customer experience during business onboarding while maintaining effective compliance, risk and fraud management. Learn actionable strategies for reducing friction, improving satisfaction, and maintaining trust from the very first interaction.
We will discuss:
- Common friction points in onboarding flows and how to address them
- Leveraging data and insights to personalize the customer experience
- Best practices for maintaining compliance without compromising speed
About the series
BEV Break by Middesk is a digital event series designed to break down the toughest topics in Business and Entity Verification in the financial services space.
In the 30 minutes it takes you to drink your favorite beverage, we'll arm you with information you need to navigate the complexities of compliance, mitigate fraud risks, and enhance your business and entity program for a more secure financial future.
Live event details:
Thursday, February 27th, 2025
1:00 PM - 1:30 PM ET
Speakers
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