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Finovate Webinar: First Impressions Matter – Understand Your Customer


The way consumers shop, buy and use financial services is changing along with ever-increasing expectations. Despite shopping online, many customers still buy financial products in the branch. Finovate and Quadient invite you to listen to this webinar to learn why an inviting onboarding process for customers is no longer optional.

During this webinar, Bob Meara, Senior Analyst at Celent will discuss:

  1. Why omni-channel customer onboarding is needed
  2. Where many onboarding processes fall short
  3. What’s a bank to do: 4 recommended steps to achieving omni-channel delivery

Focusing on Financial Institutions, Andrew Stevens, Product Marketing Manager at Quadient will discuss the importance of putting the customer at the center of your onboarding journeys in face-to-face environments, and how this method will delight your customers.


Bob Meara
Senior Analyst




Andrew Stevens
Product Marketing Manager




David Penn (moderator)
Research Analyst