Level Up Your Treasury Management Onboarding

The pitfalls of paper-driven onboarding—and the advantages of automated solutions

From missing signatures and misplaced forms, to redundant systems and duplicate requests, onboarding a new treasury management customer with a paper-based process usually frustrates both banks and corporations.

Leading banks, however, are ready to address this critical process; according to new research, 60 percent now rate efficient corporate onboarding a “high priority.”

Banks that do automate and streamline onboarding gain a strategic, competitive advantage. They can accelerate time-to-revenue, improve staff productivity and make a lasting, positive impression on valued corporate customers.

Join Aite Group research director Christine Barry for a live webinar, hosted by WAUSAU, on May 4 as she presents new research findings from Aite Group, including:

  • What tech-savvy corporate customers expect during onboarding—and what it means for banks.
  • Real-world challenges and opportunities at 21 leading financial institutions.
  • How today’s flexible treasury management onboarding technologies can transform the customer experience—while complementing a bank’s existing processes and systems.

Register today here to attend this webinar.

Level Up Your Treasury Management Onboarding
Presented by Aite Group and WAUSAU Financial Services
Thursday, May 4, 2017
2 p.m. Eastern

May 4, 2017
Thursday, May 4, 2017 at 2pm ET

Christine Barry serves as research director for Aite Group's Wholesale Banking practice, focusing on the strategies and technology implementations of global banks of all sizes. Her recent research has addressed global cash management trends and technologies, capturing the valuable small-business customer, corporate mobile banking, the drivers of global core banking system replacement, remote deposit capture, and best practices for community banks and credit unions.