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Webinar

Zero to Digital: Business Onboarding Strategies for Regional and Community Banks

Digital business onboarding for community and regional banks has been an uphill battle. Learn how smaller institutions can and must adopt to survive.

Regional community banks and credit unions strive to support and strengthen local communities, foster economic development in the areas they serve, and provide financial services with excellent customer service tailored to local needs. These goals have become harder to achieve in an environment where banking as a service has become hyper-digital for both retail and small business banking.

Efforts to digitize the onboarding process are primarily motivated by the need to enhance customer experience, minimize abandonment rates, and boost operational efficiency. While larger institutions have made considerable progress, smaller banks often face hurdles in adopting and integrating new technologies, which can require significant investment and specialized knowledge.

In this exclusive webinar, we’ll dive deep into the transformative potential of automated digital onboarding for these institutions and its impact on customer acquisition, cost efficiency, user experience, and fraud prevention.

This webinar covers key topics including:

  • Balancing Regulatory Compliance and Seamless Customer Experience: Expert advice on navigating compliance requirements while maintaining an efficient and user-friendly onboarding process.
  • Leveraging Data Vendors and Automation: Best practices for optimizing your technology stack and implementing the right automation strategies to improve pass rates and streamline operations.
  • Real-World Success Stories: Learn how leading financial institutions have successfully implemented automated digital onboarding solutions and achieved remarkable results.
  • The Future of Business Banking: Discover upcoming trends, opportunities, and challenges, as well as how your organization can stay ahead of the curve in the rapidly evolving business banking landscape.

Don't miss this opportunity to gain insider knowledge and practical advice from industry leaders on maximizing the potential of your business banking onboarding process.

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Speakers

Craig Pawling
VP of Product Management, Apiture
Kyle Mack
Co-Founder and CEO, Middesk

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