Agreement Automation Best PracticesFinancial institutions that want to win new customers and achieve growth must digitise the way in which customers are onboarded.
Today's customer demands fast, digital services - services that many financial institutions are still delivering using paper forms and in-person identity verification methods. These archaic processes lead to high customer abandonment rates and an increase in application fraud.
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This whitepaper discusses best practices for financial institutions looking to digitise their customer agreement processes using agreement automation.