But really, we do. With built in guided journeys, you can rest assured only relevant fields are displayed. Meaning less human error, increased efficiency, and faster results.
But really, we do. With built in guided journeys, you can rest assured only relevant fields are displayed. Meaning less human error, increased efficiency, and faster results.
Do you doubt? Look, we don’t blame you. It sounds too good to be true but let us prove to you that we actually know what we’re doing. Go on… hit that play button. You know you want to.
Did you know?
70% of customers perfer opening an account online.
Yet 60% of all accounts still involve going into a branch.
And yet, 42% of members experience friction when opening an account. Woof.
You know these stats ain’t it. So, let’s talk for a minute about what account opening really should be.
Fast & painless. It’s the 21st century, we have cars that can drive themselves. You shouldn’t have to be rekeying anything in this day in age. And your members shouldn’t be waiting ages just to open an account.
Keep it simple, stupid. We kid, we kid... But remember how we said painless just like 4 lines above? Well, if you’ve ever been to the DMV, think the opposite of that for when you’re opening new accounts. Instead, let’s go for simple documentation and clear instructions.
Stay friendly. You know better than anyone how important the member experience is. So after opening a new account, keep in touch (automatically!) so you start the relationship on the right foot.
So, how do you get to that dreamworld of account opening? With CRMNEXT, of course! You are on our website after all…
And since you’ve likely been browsing around here for a minute, you already know our brand promise. So! Let’s get into it.
Simplify work. With pre-populated fields, guided account opening journeys, and a 360° view that puts all data in one place you won’t believe how much easier your job just became.
Drive growth. With an easy 6-step process and 75% faster onboarding—start-to-finish in 10 minutes—growth is in the bag, baby.
Deliver on experience. With pre-set follow-up cadence, auto-triggered reminders, and a unified platform for personalization, we’ll help you provide both your members and employees the kind of experience they deserve.
Oh, and hey! Speaking of experience, why don’t you take a little respite from reading and hear how we help from an actual human being:
Schedule a Demo
Submit your info below and we’ll get you set up for a half hour tour of the CRMNEXT platform.
Ready to dive a little deeper?
We’d love to show you even more of what we can do. And personalize it to your role while we’re at it.
You know the drill. Fill out the form to schedule a demo with us.