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Commercial Banking Bolt One Pager

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In a world where delivering an exceptional digital experience is at the focal point of business processes, financial services institutions are struggling to keep pace and adhere to strict security policies. A modern, streamlined onboarding experience your customers will love PROVIDE A CUSTOMER EXPERIENCE WITH APPIRIO'S ONBOARDING BOLT FOR COMMERCIAL BANKS 01. cloud@appirio.com | 888.680.7227 | www.appirio.com © 2019 Appirio, Inc. Today's customer onboarding process is often done manually, resulting in frustrated employees, frustrated customers, and opportunities lost to more technologically advanced competitors. In 2018 alone, the total revenue for Commercial banks increased to $2 trillion globally. 01. When the economy does well, so does banking. However, that means competition is rising, and financial institutions need to stay ahead of the game and make customer onboarding the focal point of their business processes. 02. The Customer Onboarding Bolt for Commercial Banks is a modernized, streamlined customer onboarding experience. Onboarding a large number of small businesses as they apply for loans has historically been a time-consuming process. This flexible, fully customizable Lightning Bolt solution leverages built-in automation tools to expedite the onboarding process, including Artificial Intelligence (AI) that analyzes customer responses and delivers precise product recommendations. This state-of-the- art solution can be built on the Financial Services Cloud platform and guides customers through an immersive, trackable onboarding experience — increasing both customer and employee productivity, engagement, and loyalty. This Commercial Banking solution enhances the customer experience while providing an internal framework for managing the prospect-to-client lifecycle for small business banking customers. financial services cloud

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