Before signing the application you should read the basic information on data protectio here
Basic information about Data Protection
Responsible Party ICAR VISION SYSTEMS, S.L.
Purpose Commercial research.
Recipients Data may be provided to other companies in the group and to third party companies in the technology sector.
Rights Access, rectification, cancellation, opposition, limitation of processing, data portability, and to not be the object of automated individualized decisions.
The new client acquisition phase is critical for a financial institution. To begin with, nearly 75% of cross-selling opportunities take place within 90 days of acquiring a new client. In addition, the user’s first impression of the financial institution, i.e., the user experience, will determine the future relationship and, therefore, their loyalty—or not—to the institution.
For this reason, financial institutions need to understand the client lifecycle and new behaviors and habits linked to technology. But it is in this first onboarding phase where institutions can offer a good experience to establish the foundation for a solid relationship while capturing client needs to optimize all future communications and maximize customization.
How can a financial institution improve the onboarding process? We have compiled a list of the seven best practices: