Date
Wednesday, November 20, 2024
Time
2:00 PM – 2:30 PM EST
Where
This is an online event
Speakers
Scott Graf, Prolific Banking
Craig Jeffery, Strategic Treasurer
Sponsored By
Hosted By
Description: The process of implementing new bank services (or, from the bank’s perspective, adding a new customer) is normally characterized as lengthy, painful, and necessary. Given that most companies have to add bank services or shift banks regularly, the need for improvements to onboarding processes is clear. This webinar will examine a number of leading practices for implementation (or onboarding) and show how these matter to both commercial/corporate clients and banks. This will provide the listeners with a blueprint of what to request from their banks and help move the conversations and projects forward more gracefully.