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Reinventing the online account opening experience builds trust, respect and loyalty

New customers choose the correct products 98 percent of the time using guided product selection. Financial institutions can obtain all the information needed to make effective, personalized product recommendations by asking online applicants a few basic questions about:

  • Life stage
  • Income
  • Average balances
  • Borrowing needs
  • Retirement plans

Download our article explaining how an interactive, personalized online account opening experience builds trust, respect, and loyalty and turns passive users into active engagers.