To capitalize on merchant relationships, you need to know the merchant’s goals. During the onboarding process, you can use one of the digitized onboarding steps as a discovery tool for goal setting. Plus, the information your onboarding process gathers becomes your outreach strategy, helping the customer grow so that you can grow with them.
Forward-thinking banks also leverage technology to help customers apprise the bank of financial goals themselves, such as with the use of personal financial management tools or other strategies we can discuss with you. Ultimately, your digitized programs should deepen merchant relationships with your bank’ services to create a mutually beneficial future.