Session: Improving Small-Business Onboarding

Date: Thursday, April 28, 2022

Time: 2:10 - 2:50 PM

Speaker:
Eytan Bensoussan, Co-Founder and CEO, NorthOne Business Banking
Thomas Hunt, Director, Market Planning, LexisNexis Risk Solutions
Nadilee Russell, SVP, Director of Global Transactions, East West Bank
Andy Snow, Senior Vice President of Customer Success, Abrigo

Small-business onboarding—be it to a credit application process or a noncredit service—has long been a severe pain point for commercial banking institutions. It takes too long, is too labor intensive. and frustrates customers, who are likely to respond by churning. But some institutions have cracked the code and found ways to onboard that invoke delight, improve client retention, and reduce costs. Based on examinations of institutions that have cracked the onboarding code, this session will help you understand best practices, cultural traits, processes, and technologies you need to achieve onboarding excellence.  

Moderator: David O’Connell, Strategic Advisor , Aite-Novarica Group