Exceed your customer’s digital demands and make the “Nice” list this year
Learn the secrets to improving digital sales
Don't let holiday work events turn into HR nightmares
Reduce friction in the digital sales process
Stick with the basics when it comes to office Yankee Swaps!
Stay ahead of Digital Account Opening trends
Understand why customers abandon the account opening process and fix it once and for all!
Now that summer fun (and that great tan) have faded into a distant memory, it’s time to turn our attention to the home stretch of the year.
Yes, it’s a time for intense focus as we all try to squeeze in as much work as possible before January, but let’s be honest: it’s also a great time to plan a potluck with your coworkers and indulge in some holiday festivities!
Before you dig into that platter of cookies or pour yourself an adult beverage, however, remember that now is also a good time to make sure you haven’t landed yourself on the not-so-nice list at work by providing your customers a less than stellar (and secure) digital experience.
It only takes a few simple slip-ups to earn that lump of coal, so here are some tips to make sure you get more than just fossil fuels this holiday season…
Just because you give customers a digital account opening solution doesn’t mean they’ll like it -- any more than your mom will like the holiday-themed Glamour Shot you plan to give her of you and your cat.
It happens to the best of us—getting swept up by all the festive cheer and making a bit of a fool of ourselves. Just remember : no matter how good of an idea it might seem like at the time, the holiday work party is NOT a good time to suggest an arm wrestling competition with the CEO, or to tell your boss what you really think about those weekly reports she requires. HR keeps a special list of their own and you don’t want your name on it, so approach your work parties responsibly.
There are some things in life that aren’t optional, like whipped cream on pumpkin pie or complying with Know Your Customer (KYC) and Customer Identification Program (CIP) requirements. Thankfully, keeping payments safe and adhering to risk and compliance standards no longer means creating friction that negatively impacts digital sales.
“It’s the thought that counts,” is only as good as the gift. Fuzzy steering wheel covers and kimchee-of-the-month clubs are terrible gifts and there’s no reason you should burden unsuspecting coworkers with them! This is not the time to get cute. Opt for scratch tickets or coffee gift cards and your legacy as the best office gift giver will live in infamy.
Being out of touch with current trends inevitably leads to disaster, whether it’s thinking a pet rock is a great gift idea or not realizing that 70% of customers prefer digital account opening to a branch. Today’s digital account opening landscape is littered with missed opportunities and lagging capabilities -- don’t count yourself among the casualties!
The definition of insanity is repeatedly taking the same action and expecting a different result. It never works. Not when you try to force people to eat your beets au gratin casserole and not when you make customers continue to use a sub-par account opening process. Stop losing accounts due to abandonment!
It’s undeniable – the holidays can be a stressful time. But don’t let a whole year’s worth of good behavior be for nothing! Buckle down, finish strong and make sure your name stays on the “nice” list for the coming year!
To create a digital account opening process that actually drives sales, take a look at this
“Checklist for Improved Digital Sales.”
Here are 3 ways to re-invent your security procedures so they not only drive digital sales but keep payments more secure than ever before.
Gain a competitive edge with this “Future of Account Opening” report.
Check out this video and get the truth behind why customers abandon digital account opening applications and tips on how to fix the process and increase digital sales.
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