{"id":29574,"date":"2021-05-24T20:56:10","date_gmt":"2021-05-24T18:56:10","guid":{"rendered":"https:\/\/www.investglass.com\/?p=29574"},"modified":"2025-03-28T06:04:33","modified_gmt":"2025-03-28T05:04:33","slug":"%d8%a7%d8%b3%d8%aa%d8%b1%d8%a7%d8%aa%d9%8a%d8%ac%d9%8a%d8%a9-%d8%a7%d9%84%d8%aa%d8%a3%d9%87%d9%8a%d9%84-%d8%a7%d9%84%d9%81%d8%b9%d8%a7%d9%84%d8%a9-%d8%a7%d9%84%d8%aa%d9%8a-%d8%aa%d8%b9%d9%85%d9%84","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ar\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0627\u0644\u0641\u0639\u0627\u0644\u0629 \u0627\u0644\u062a\u064a \u062a\u0646\u0627\u0633\u0628 \u0643\u0644 \u0628\u0646\u0643 \u0645\u0646 \u0627\u0644\u0628\u0646\u0648\u0643"},"content":{"rendered":"

\u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0647\u064a \u0639\u0645\u0644\u064a\u0629 \u062a\u0633\u062a\u062e\u062f\u0645\u0647\u0627 \u0627\u0644\u0628\u0646\u0648\u0643 \u0644\u062a\u0647\u064a\u0626\u0629 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0644\u0644\u0627\u0633\u062a\u0641\u0627\u062f\u0629 \u0645\u0646 \u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0628\u0646\u0643. A \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0646\u0627\u062c\u062d<\/a> \u064a\u0645\u0643\u0646 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0627\u0644\u0641\u0631\u0642 \u0628\u064a\u0646 \u0628\u0642\u0627\u0621 \u0639\u0645\u0644\u0627\u0626\u0643 \u0641\u064a \u0627\u0644\u0628\u0646\u0643 \u0623\u0648 \u062a\u0631\u0643\u0647\u0645 \u0644\u0643 \u0625\u0644\u0649 \u0628\u0646\u0643 \u0622\u062e\u0631. \u0648\u0645\u0639 \u0630\u0644\u0643\u060c \u0641\u0625\u0646 \u0628\u0639\u0636 \u0647\u0630\u0647 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0627\u062a \u0623\u0643\u062b\u0631 \u0641\u0639\u0627\u0644\u064a\u0629 \u0645\u0646 \u063a\u064a\u0631\u0647\u0627 \u0641\u064a \u062a\u062d\u0648\u064a\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0625\u0644\u0649 \u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0627\u0644\u0645\u062f\u0649 \u0627\u0644\u0637\u0648\u064a\u0644. \u0633\u0648\u0641 \u0646\u0646\u0627\u0642\u0634 \u0645\u0627 \u0627\u0644\u0630\u064a \u064a\u062c\u0639\u0644 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0641\u0639\u0627\u0644\u0629 \u0644\u0641\u0647\u0645 \u0645\u0627 \u0647\u0648 \u0627\u0644\u0623\u0641\u0636\u0644 \u0644\u0645\u0635\u0631\u0641\u0643! <\/p>\n\n\n\n

\u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0645\u062e\u062a\u0644\u0641\u0629 \u0628\u0627\u0644\u0646\u0633\u0628\u0629 \u0644\u0640 \u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u0648\u0628\u0646\u0648\u0643 \u0627\u0644\u062a\u062c\u0632\u0626\u0629<\/a>.<\/p>\n\n\n\n

\u0627\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629<\/a> \u0648\u0639\u0627\u062f\u0629\u064b \u0645\u0627 \u062a\u0643\u0648\u0646 \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0623\u0643\u062b\u0631 \u062a\u0639\u0645\u0642\u064b\u0627\u060c \u0648\u0627\u0644\u062a\u064a \u063a\u0627\u0644\u0628\u064b\u0627 \u0645\u0627 \u064a\u062a\u0645 \u062a\u0642\u0633\u064a\u0645\u0647\u0627 \u0625\u0644\u0649 \u062b\u0644\u0627\u062b \u0645\u0631\u0627\u062d\u0644: \u0641\u062a\u062d \u0627\u0644\u062d\u0633\u0627\u0628\u060c \u0648\u0627\u0644\u062a\u0639\u0627\u0645\u0644 \u0645\u0639 \u0627\u0644\u0628\u0646\u0643\u060c \u0648\u062a\u0644\u0642\u064a \u0627\u0644\u0645\u0634\u0648\u0631\u0629 \u0627\u0644\u0645\u0627\u0644\u064a\u0629. \u064a\u062c\u0628 \u0623\u0646 \u062a\u062a\u0636\u0645\u0646 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u0625\u0639\u062f\u0627\u062f \u0644\u0644\u0628\u0646\u0648\u0643 \u0627\u0644\u062e\u0627\u0635\u0629 \u062c\u0645\u064a\u0639 \u0647\u0630\u0647 \u0627\u0644\u062e\u0637\u0648\u0627\u062a \u0628\u062d\u064a\u062b \u064a\u062a\u0645 \u0625\u0634\u0631\u0627\u0643 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0628\u0634\u0643\u0644 \u0643\u0627\u0645\u0644 \u0645\u0646\u0630 \u0627\u0644\u064a\u0648\u0645 \u0627\u0644\u0623\u0648\u0644. \u0633\u062a\u0639\u0645\u0644 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u0631\u0642\u0645\u064a\u0629 \u0645\u0639 \u0631\u0633\u0627\u0626\u0644 \u0627\u0644\u0628\u0631\u064a\u062f \u0627\u0644\u0625\u0644\u0643\u062a\u0631\u0648\u0646\u064a \u0623\u064a\u0636\u0627\u064b.<\/a><\/p>\n\n\n\n

\u064a\u0645\u0643\u0646 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0644\u0644\u0623\u0641\u0631\u0627\u062f \u0623\u0628\u0633\u0637 \u0628\u0643\u062b\u064a\u0631 \u0644\u0623\u0646 \u0627\u0644\u062e\u062f\u0645\u0629 \u0623\u0628\u0633\u0637 \u0648\u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0623\u0642\u0635\u0631. \u064a\u062c\u0628 \u0623\u0646 \u064a\u0631\u0643\u0632 \u0628\u0646\u0643 \u0627\u0644\u062a\u062c\u0632\u0626\u0629 \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0644\u0644\u0623\u0641\u0631\u0627\u062f \u0641\u064a \u0627\u0644\u0645\u0642\u0627\u0645 \u0627\u0644\u0623\u0648\u0644 \u0639\u0644\u0649 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u062a\u0647\u064a\u0626\u0629 \u0639\u0644\u0649 \u0627\u0643\u062a\u0633\u0627\u0628 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0648\u0627\u0644\u0627\u062d\u062a\u0641\u0627\u0638 \u0628\u0647\u0645\u060c \u0628\u0647\u062f\u0641 \u0625\u0628\u0642\u0627\u0626\u0647\u0645 \u0646\u0634\u0637\u064a\u0646 \u0642\u062f\u0631 \u0627\u0644\u0625\u0645\u0643\u0627\u0646 \u0644\u0641\u062a\u0631\u0629 \u0637\u0648\u064a\u0644\u0629 \u0645\u0646 \u0627\u0644\u0632\u0645\u0646.<\/p>\n\n\n\n

\u0645\u0646 \u0623\u062c\u0644 \u0627\u062e\u062a\u064a\u0627\u0631 \u0639\u0645\u064a\u0644 \u0641\u0639\u0627\u0644 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644<\/a> \u0627\u0644\u062a\u064a \u062a\u0639\u0645\u0644 \u0644\u0635\u0627\u0644\u062d \u0627\u0644\u0628\u0646\u0643 \u0627\u0644\u0630\u064a \u062a\u062a\u0639\u0627\u0645\u0644 \u0645\u0639\u0647\u060c \u062a\u062d\u062a\u0627\u062c \u0625\u0644\u0649 \u0645\u0639\u0631\u0641\u0629 \u0646\u0648\u0639 \u0627\u0644\u0628\u0646\u0643 \u0627\u0644\u0630\u064a \u062a\u062a\u0639\u0627\u0645\u0644 \u0645\u0639\u0647! <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\u0645\u0627 \u0646\u0648\u0639 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u062a\u064a \u064a\u062c\u0628 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0644\u062f\u064a\u0643\u061f<\/h2>\n\n\n\n

\u0646\u0648\u0635\u064a \u0628\u0642\u0635\u0631 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0639\u0644\u0649 \u0645\u062f\u0629 \u062a\u062a\u0631\u0627\u0648\u062d \u0628\u064a\u0646 10 \u064830 \u062f\u0642\u064a\u0642\u0629 \u0643\u062d\u062f \u0623\u0642\u0635\u0649 \u0644\u0644\u062a\u0623\u0643\u062f \u0645\u0646 \u0627\u0645\u062a\u062b\u0627\u0644\u0643 \u0644\u0644\u0648\u0627\u0626\u062d \u0627\u0644\u062a\u0646\u0638\u064a\u0645\u064a\u0629 \u0645\u0639 \u062a\u0642\u062f\u064a\u0645 \u0639\u0645\u0644\u064a\u0629 \u062a\u0623\u0647\u064a\u0644 \u0646\u0627\u062c\u062d\u0629 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f. \u064a\u062c\u0628 \u0623\u0646 \u062a\u0643\u0648\u0646 \u0639\u0645\u0644\u064a\u0629 \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u064a\u0644 \u0647\u064a \u062c\u0645\u0639 \u0627\u0644\u0645\u0633\u062a\u0646\u062f\u0627\u062a \u0648\u0627\u0644\u0645\u0639\u0644\u0648\u0645\u0627\u062a \u0627\u0644\u0635\u062d\u064a\u062d\u0629 \u0641\u0642\u0637.<\/p>\n\n\n\n

\u064a\u0643\u0645\u0646 \u0627\u0644\u062e\u0637\u0631 \u0625\u0630\u0627 \u0623\u0636\u0641\u062a \u0627\u0644\u0645\u0632\u064a\u062f \u0645\u0646 \u0627\u0644\u062a\u0639\u0642\u064a\u062f \u0641\u064a \u0623\u0646 \u062a\u0643\u0648\u0646 \u0646\u0645\u0627\u0630\u062c\u0643 \u0645\u0639\u0642\u062f\u0629 \u0644\u0644\u063a\u0627\u064a\u0629 \u0648\u064a\u062a\u062e\u0644\u0649 \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0639\u0646 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u0625\u0639\u062f\u0627\u062f \u0644\u0623\u0646\u0647\u0627 \u0645\u0639\u0642\u062f\u0629 \u0644\u0644\u063a\u0627\u064a\u0629.<\/p>\n\n\n\n

\u062a\u0628\u0633\u064a\u0637 \u0625\u062c\u0631\u0627\u0621\u0627\u062a \u0627\u0644\u0627\u0646\u0636\u0645\u0627\u0645 \u0625\u0644\u0649 \u0627\u0644\u0628\u0646\u0643<\/h2>\n\n\n\n

\u0645\u0639 InvestGlass CRM <\/a>\u0646\u0642\u0648\u0645 \u0628\u0628\u0646\u0627\u0621 \u0639\u0645\u0644\u064a\u0629 \u062a\u0623\u0647\u064a\u0644 \u0642\u0627\u0628\u0644\u0629 \u0644\u0644\u062a\u062e\u0635\u064a\u0635 \u0628\u062f\u0648\u0646 \u062a\u0639\u0644\u064a\u0645\u0627\u062a \u0628\u0631\u0645\u062c\u064a\u0629. \u064a\u0645\u0643\u0646 \u0644\u0642\u0633\u0645 \u0627\u0644\u0627\u0645\u062a\u062b\u0627\u0644 \u0627\u0644\u0639\u0645\u0644 \u0628\u0633\u0647\u0648\u0644\u0629 \u0645\u0639 \u0641\u0631\u0642 \u0627\u0644\u062a\u0633\u0648\u064a\u0642<\/a> \u0644\u0644\u062a\u0623\u0643\u062f \u0645\u0646 \u0623\u0646 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0633\u062a\u062a\u0636\u0645\u0646 \u0628\u064a\u0627\u0646\u0627\u062a \u0627\u0644\u0639\u0645\u064a\u0644 \u0648\u0625\u0639\u062f\u0627\u062f\u0647 \u0644\u0644\u0645\u0646\u062a\u062c \u0623\u0648 \u0627\u0644\u062e\u062f\u0645\u0629 \u0627\u0644\u062a\u064a \u062a\u0628\u064a\u0639\u0647\u0627.<\/p>\n\n\n\n

\u0633\u062a\u0633\u0627\u0639\u062f \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0639\u0644\u0649 \u0627\u0644\u0627\u0634\u062a\u0631\u0627\u0643 \u0641\u064a \u0627\u0644\u062d\u0644 \u0627\u0644\u0645\u0646\u0627\u0633\u0628 \u0644\u0647\u0645. \u0631\u062d\u0644\u0629 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u062c\u062f\u064a\u062f \u0623\u0628\u0633\u0637 \u0648\u0623\u0633\u0647\u0644 \u0641\u064a \u0627\u0644\u0641\u0647\u0645. \u0627\u0644\u062a\u0648\u062b\u064a\u0642 \u0627\u0644\u062c\u064a\u062f \u0648\u0627\u0644\u0645\u0628\u064a\u0639\u0627\u062a \u0627\u0644\u062c\u064a\u062f\u0629 \u0633\u062a\u0633\u0627\u0639\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u062c\u062f\u062f \u0639\u0644\u0649 \u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0642\u064a\u0645\u0629 \u0648\u0644\u064a\u0633 \u0639\u0644\u0649 \u0627\u0644\u0628\u0631\u0646\u0627\u0645\u062c \u0627\u0644\u0630\u064a \u062a\u0633\u062a\u062e\u062f\u0645\u0647 \u0623\u0648 \u062a\u0639\u0642\u064a\u062f\u0627\u062a \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643<\/p>\n\n\n\n

\u0627\u0644\u062d\u0644 \u0642\u0627\u0626\u0645 \u0639\u0644\u0649 \u0627\u0644\u0633\u062d\u0627\u0628\u0629 \u0648 \u062a\u0642\u0646\u064a\u0629 InvestGlass CRM<\/a> \u0633\u0647\u0644 \u0627\u0644\u0627\u0633\u062a\u062e\u062f\u0627\u0645. \u0646\u062d\u0646 \u0646\u0648\u0641\u0631 \u0644\u0643 \u0646\u0633\u062e\u0629 \u062a\u062c\u0631\u064a\u0628\u064a\u0629 \u0645\u062c\u0627\u0646\u064a\u0629 \u0648\u062f\u0639\u0645\u064b\u0627 \u0645\u062c\u0627\u0646\u064a\u064b\u0627 \u0645\u062a\u0639\u0644\u0642\u064b\u0627 \u0628\u0627\u0644\u062e\u062f\u0645\u0627\u062a \u0627\u0644\u0645\u0635\u0631\u0641\u064a\u0629 \u0644\u0628\u0646\u0627\u0621 \u0639\u0645\u0644\u064a\u0629 \u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u0639\u0645\u064a\u0644 \u0627\u0644\u0645\u062b\u0627\u0644\u064a\u0629.<\/p>\n\n\n\n

\u0625\u0639\u062f\u0627\u062f \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0645\u062a\u0646 \u0627\u0644\u0637\u0627\u0626\u0631\u0629 \u0633\u0647\u0644 \u0644\u0644\u063a\u0627\u064a\u0629<\/h2>\n\n\n\n

\u0644\u0646\u0628\u062f\u0623 \u0627\u0644\u064a\u0648\u0645 \u0628\u0627\u0644\u0645\u0648\u0627\u0631\u062f \u0627\u0644\u0645\u0639\u062f\u0629 \u0645\u0633\u0628\u0642\u0627\u064b \u0644\u0644\u0628\u0646\u0648\u0643 \u0648\u0645\u062f\u064a\u0631\u064a \u0627\u0644\u0623\u0635\u0648\u0644. \u0625\u0646 \u0645\u0646\u0634\u0626 \u0627\u0644\u0646\u0645\u0627\u0630\u062c<\/a> \u0644\u0627 \u064a\u062a\u0637\u0644\u0628 \u0623\u064a \u0628\u0631\u0645\u062c\u0629. \u0644\u0625\u0646\u0634\u0627\u0621 \u0627\u0644\u0646\u0645\u0627\u0630\u062c \u062a\u062d\u062a\u0627\u062c \u0641\u0642\u0637 \u0625\u0644\u0649 \u0623\u0646 \u064a\u0643\u0648\u0646 \u0644\u062f\u064a\u0643 \u0639\u0645\u0644\u064a\u0629 \u062d\u0627\u0644\u064a\u0629 \u0623\u0648 \u0633\u0646\u0633\u0627\u0639\u062f\u0643 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0642\u0648\u0627\u0644\u0628\u0646\u0627.<\/p>\n\n\n\n

\u0646\u0642\u062a\u0631\u062d \u0639\u0644\u064a\u0643 \u0628\u0634\u062f\u0629 \u0623\u0646 \u062a\u0628\u062f\u0623 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0645\u0646 \u062e\u0644\u0627\u0644 \u062c\u0645\u0639 \u0645\u062a\u0637\u0644\u0628\u0627\u062a \u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0645\u062e\u0627\u0637\u0631 \u0648\u0627\u0644\u0625\u062f\u0627\u0631\u0629 \u0627\u0644\u0642\u0627\u0646\u0648\u0646\u064a\u0629! \u0625\u0646 \u0645\u0633\u062a\u0642\u0628\u0644 \"\u0627\u0639\u0631\u0641 \u0639\u0645\u064a\u0644\u0643\" \u0647\u0648 \u0627\u0644\u0622\u0646 \u0648\u064a\u0645\u0643\u0646 \u0644\u0640 InvestGlass \u0645\u0633\u0627\u0639\u062f\u062a\u0643.<\/p>\n\n\n\n

\u062a\u0623\u0647\u064a\u0644 \u0641\u0639\u0627\u0644 \u0644\u0644\u0639\u0645\u0644\u0627\u0621 \u0639\u0644\u0649 \u0645\u062a\u0646 \u0627\u0644\u0637\u0627\u0626\u0631\u0629 \u0627\u0644\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0623\u0645\u0631 \u0628\u0627\u0644\u063a \u0627\u0644\u0623\u0647\u0645\u064a\u0629 \u0644\u0646\u062c\u0627\u062d<\/a> \u0644\u0623\u064a \u0628\u0646\u0643\u060c \u0648\u0644\u0643\u0646 \u0644\u064a\u0633 \u0645\u0646 \u0627\u0644\u0633\u0647\u0644 \u062f\u0627\u0626\u0645\u064b\u0627 \u062a\u0646\u0641\u064a\u0630 \u0630\u0644\u0643. \u0627\u0644\u062e\u0637\u0648\u0629 \u0627\u0644\u0623\u0648\u0644\u0649 \u0641\u064a \u0647\u0630\u0647 \u0627\u0644\u0639\u0645\u0644\u064a\u0629 \u0647\u064a \u0641\u0647\u0645 \u0627\u0644\u0645\u0644\u0641 \u0627\u0644\u0634\u062e\u0635\u064a \u0627\u0644\u0645\u062b\u0627\u0644\u064a \u0644\u0639\u0645\u064a\u0644\u0643 \u0627\u0644\u0645\u062b\u0627\u0644\u064a. \u0633\u064a\u062d\u062f\u062f \u0646\u0648\u0639 \u0627\u0644\u0623\u0648\u0631\u0627\u0642 \u0627\u0644\u062a\u064a \u062a\u0637\u0644\u0628\u0647\u0627 \u0642\u0628\u0644 \u0623\u0646 \u064a\u062a\u0645\u0643\u0646\u0648\u0627 \u0645\u0646 \u0627\u0644\u0648\u0635\u0648\u0644 \u0625\u0644\u0649 \u062d\u0633\u0627\u0628\u0627\u062a\u0647\u0645.<\/p>","protected":false},"excerpt":{"rendered":"

Onboarding is a process that banks use to get new customers up and running with the bank’s services. A successful onboarding strategy can be the difference between your customers staying or leaving you for another bank. However, some of these strategies are more effective than others in converting new customers into long-term clients. We will […]<\/p>\n","protected":false},"author":1,"featured_media":35664,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[45],"class_list":["post-29574","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-digital-onboarding"],"yoast_head":"\nOnboarding Strategy that Works for Every Bank - InvestGlass<\/title>\n<meta name=\"description\" content=\"Optimize your bank's onboarding with a proven, effective strategy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ar\/\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629-\u0627\u0644\u062a\u0623\u0647\u064a\u0644-\u0627\u0644\u0641\u0639\u0627\u0644\u0629-\u0627\u0644\u062a\u064a-\u062a\u0639\u0645\u0644\/\" \/>\n<meta property=\"og:locale\" content=\"ar_AR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Effective Onboarding Strategy that Works for Every Bank\" \/>\n<meta property=\"og:description\" content=\"Onboarding is a process that banks use to get new customers up and running with the bank's services. A successful onboarding strategy can be the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/ar\/\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629-\u0627\u0644\u062a\u0623\u0647\u064a\u0644-\u0627\u0644\u0641\u0639\u0627\u0644\u0629-\u0627\u0644\u062a\u064a-\u062a\u0639\u0645\u0644\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-24T18:56:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-28T05:04:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/welcome-investglass.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1065\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u0643\u064f\u062a\u0628 \u0628\u0648\u0627\u0633\u0637\u0629\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u0648\u0642\u062a \u0627\u0644\u0642\u0631\u0627\u0621\u0629 \u0627\u0644\u0645\u064f\u0642\u062f\u0651\u0631\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 \u062f\u0642\u0627\u0626\u0642\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u062a\u064a \u062a\u0646\u0627\u0633\u0628 \u0643\u0644 \u0628\u0646\u0643 - InvestGlass - InvestGlass","description":"\u0642\u0645 \u0628\u062a\u062d\u0633\u064a\u0646 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0641\u064a \u0627\u0644\u0628\u0646\u0643 \u0627\u0644\u0630\u064a \u062a\u062a\u0639\u0627\u0645\u0644 \u0645\u0639\u0647 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0641\u0639\u0651\u0627\u0644\u0629 \u0648\u0645\u062c\u0631\u0628\u0629.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/ar\/\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629-\u0627\u0644\u062a\u0623\u0647\u064a\u0644-\u0627\u0644\u0641\u0639\u0627\u0644\u0629-\u0627\u0644\u062a\u064a-\u062a\u0639\u0645\u0644\/","og_locale":"ar_AR","og_type":"article","og_title":"The Effective Onboarding Strategy that Works for Every Bank","og_description":"Onboarding is a process that banks use to get new customers up and running with the bank's services. A successful onboarding strategy can be the","og_url":"https:\/\/www.investglass.com\/ar\/\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629-\u0627\u0644\u062a\u0623\u0647\u064a\u0644-\u0627\u0644\u0641\u0639\u0627\u0644\u0629-\u0627\u0644\u062a\u064a-\u062a\u0639\u0645\u0644\/","og_site_name":"InvestGlass","article_published_time":"2021-05-24T18:56:10+00:00","article_modified_time":"2025-03-28T05:04:33+00:00","og_image":[{"width":1600,"height":1065,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/welcome-investglass.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u0643\u064f\u062a\u0628 \u0628\u0648\u0627\u0633\u0637\u0629":"InvestGlass","\u0648\u0642\u062a \u0627\u0644\u0642\u0631\u0627\u0621\u0629 \u0627\u0644\u0645\u064f\u0642\u062f\u0651\u0631":"3 \u062f\u0642\u0627\u0626\u0642"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"The Effective Onboarding Strategy that Works for Every Bank","datePublished":"2021-05-24T18:56:10+00:00","dateModified":"2025-03-28T05:04:33+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/"},"wordCount":529,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/welcome-investglass.jpg","keywords":["Digital onboarding"],"articleSection":["Article"],"inLanguage":"ar","copyrightYear":"2021","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/ar\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/","url":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/","name":"\u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0627\u0644\u062a\u064a \u062a\u0646\u0627\u0633\u0628 \u0643\u0644 \u0628\u0646\u0643 - InvestGlass - InvestGlass","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/welcome-investglass.jpg","datePublished":"2021-05-24T18:56:10+00:00","dateModified":"2025-03-28T05:04:33+00:00","description":"\u0642\u0645 \u0628\u062a\u062d\u0633\u064a\u0646 \u0639\u0645\u0644\u064a\u0629 \u0627\u0644\u062a\u0623\u0647\u064a\u0644 \u0641\u064a \u0627\u0644\u0628\u0646\u0643 \u0627\u0644\u0630\u064a \u062a\u062a\u0639\u0627\u0645\u0644 \u0645\u0639\u0647 \u0645\u0646 \u062e\u0644\u0627\u0644 \u0627\u0633\u062a\u0631\u0627\u062a\u064a\u062c\u064a\u0629 \u0641\u0639\u0651\u0627\u0644\u0629 \u0648\u0645\u062c\u0631\u0628\u0629.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#breadcrumb"},"inLanguage":"ar","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/"]}]},{"@type":"ImageObject","inLanguage":"ar","@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/welcome-investglass.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/02\/welcome-investglass.jpg","width":1600,"height":1065,"caption":"Welcome InvestGlass"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"The Effective Onboarding Strategy that Works for Every Bank"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633","description":"\u0625\u062f\u0627\u0631\u0629 \u0639\u0644\u0627\u0642\u0627\u062a \u0627\u0644\u0639\u0645\u0644\u0627\u0621 \u0627\u0644\u0633\u064a\u0627\u062f\u064a\u0629 \u0627\u0644\u0633\u0648\u064a\u0633\u0631\u064a\u0629","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ar"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u0625\u0646\u0641\u0633\u062a \u062c\u0644\u0627\u0633","image":{"@type":"ImageObject","inLanguage":"ar","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/ar\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"ar","@id":"https:\/\/www.investglass.com\/the-effective-onboarding-strategy-that-works-for-every-bank\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/posts\/29574","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/comments?post=29574"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/posts\/29574\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/media\/35664"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/media?parent=29574"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/categories?post=29574"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/ar\/wp-json\/wp\/v2\/tags?post=29574"}],"curies":[{"name":"\u062f\u0628\u0644\u064a\u0648 \u0628\u064a","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}