Leaders of Automation: Leveraging Onboarding to Deliver the Ultimate Commercial Customer Experience

Treasury management customers have high expectations when it comes to the service you provide, and onboarding is a critical component of that experience. According to Aite Group, an estimated 5 - 15% of new customer applications are abandoned before onboarding is completed because of poor service and delays.

During our upcoming webinar, “Leaders of Automation: Leveraging Onboarding to Deliver the Ultimate Commercial Customer Experience,” Aite Group Senior Research Director, Christine Barry and Joe Pitzo, Senior Manager, Product Management for Deluxe will examine how banks can transform the customer experience into a competitive differentiator. Barry and Pitzo will reveal the top four enhancement opportunities to help banks make the right first impression, including:

  • The right way to think about re-engineering your bank’s processes
  • New tools that improve communication and improve onboarding transparency
  • How to consider new self-service options
  • Offering the right analytics

Click here to register for this webinar!


Christine Barry Joe Pitzo

Christine Barry
Senior Research Director
Aite Group

Christine is a Senior Research Director for Aite Group's Wholesale Banking practice where she works with a broad range of U.S. and international clients to analyze industry trends and identify market opportunities. 

Joe Pitzo
Senior Manager, Product Management 
Deluxe Treasury Management Solutions

Joe is responsible for Deluxe Treasury Management Solutions’ Content Services and Treasury Management Consultative Services, which include distributed capture, archive, reporting and analytics, and business process management solutions.
January 31, 2018
Wednesday, January 31 at 2 p.m. ET

Christine Barry serves as research director for Aite Group's Wholesale Banking practice, focusing on the strategies and technology implementations of global banks of all sizes. Her recent research has addressed global cash management trends and technologies, capturing the valuable small-business customer, corporate mobile banking, the drivers of global core banking system replacement, remote deposit capture, and best practices for community banks and credit unions.