Moving Beyond Digitizing Account Opening and Loan Applications for Businesses posted 07/09/2021







Featuring: Youa Yang and Adam Johnson, Barlow Research Associates, Inc.

Last year’s physical lockdown of bank branches was a catalyst for many banks to re-think processes that flowed through the branch. Digital transformation initiatives were suddenly accelerated and continue to be a central focus for financial institutions. Two key examples of this include the digitization of the application processes for deposit accounts and business loans. Although not high-frequency activities for the business customer, these workflows present critical opportunities for financial institutions to either optimize current functionalities or implement new digital offerings with a high-quality user experience.

Join Barlow Research on Friday, July 9th to learn:

  • How business customers prefer to apply for deposit accounts or loans.
  • The importance of digital functionality for deposit account and loan applications in digital channels.
  • Key considerations for optimizing the digital application process for the business customer.

This discussion is designed for anyone involved in small business and middle market relationship management, sales and sales management, marketing, market research, risk management or line of business strategy.

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