Digitizing your Customer Onboarding and Account Opening in a Time of Crisis

Digitizing your customer onboarding and account opening in a time of crisis

In these uncertain times, Banks, FIs and Wealth advisors are rapidly adjusting to the new normal and implementing new digital capabilities to fulfill the immediate needs of their customers remotely.

Leading with a digital-first mindset is critical – but taking small, measured steps can have a big impact. Replacing paper forms and signatures with their digital equivalent is an immediate action that can maintain continuity.

How e-signatures & digital identity verification can facilitate your remote customer onboarding and account opening processes?

Watch this OneSpan webinar, and hear our experts discuss:

  • How to leverage eSignature & ID Verification in your business processes
  • eSignature & ID Verification use cases
  • What are the requirements to consider when implementing these solutions

 

SPEAKER

  • Paul Dockree
    Solution Architect, OneSpan
    Paul Dockree is a Senior Solution Architect at OneSpan, specialising in the digitization of client on-boarding processes in the financial services sector.
    With close to 20 years’ experience in financial services, Paul has specialist knowledge of the Wealth Management and Life & Pensions sector working in a variety of roles spanning Operations, IT and Change Management before focusing more recently on helping customers design and implement new ways to onboard a customer digitally. Prior to OneSpan Paul worked for three years with an Agreement Automation startup, helping businesses in the UK and Europe to digitally onboard new customers.