{"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":"la-estrategia-de-incorporacion-eficaz-que-funciona-en-todos-los-bancos","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/es\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"La estrategia de incorporaci\u00f3n eficaz que funciona en todos los bancos"},"content":{"rendered":"

La incorporaci\u00f3n es un proceso que utilizan los bancos para que los nuevos clientes se familiaricen con los servicios del banco. A \u00e9xito de la estrategia de incorporaci\u00f3n<\/a> puede ser la diferencia entre que sus clientes se queden o se vayan a otro banco. Sin embargo, algunas de estas estrategias son m\u00e1s eficaces que otras a la hora de convertir a los nuevos clientes en clientes a largo plazo. Analizaremos en qu\u00e9 consiste una estrategia eficaz de captaci\u00f3n de clientes para saber cu\u00e1l es la que mejor se adapta a su banco. <\/p>\n\n\n\n

El recorrido del cliente puede ser diferente para bancos privados y minoristas<\/a>.<\/p>\n\n\n\n

Bancos privados<\/a> suelen tener un recorrido del cliente m\u00e1s profundo, que a menudo se divide en tres etapas: abrir una cuenta, relacionarse con el banco y recibir asesoramiento financiero. La estrategia de incorporaci\u00f3n de los bancos privados debe incluir todas estas etapas para que los clientes est\u00e9n plenamente comprometidos desde el primer d\u00eda. Una estrategia digital tambi\u00e9n funciona con los correos electr\u00f3nicos.<\/a><\/p>\n\n\n\n

La banca minorista puede ser mucho m\u00e1s sencilla, ya que el servicio es m\u00e1s simple y el recorrido del cliente es m\u00e1s corto. El banco minorista debe centrar principalmente su estrategia de incorporaci\u00f3n en la captaci\u00f3n y retenci\u00f3n de clientes, con el objetivo de mantenerlos lo m\u00e1s activos posible durante un largo periodo de tiempo.<\/p>\n\n\n\n

Para elegir un cliente eficaz estrategia de incorporaci\u00f3n<\/a> que funcione para tu banco, \u00a1tienes que saber qu\u00e9 tipo de banco eres! <\/p>\n\n\n\n

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

\u00bfQu\u00e9 tipo de proceso de incorporaci\u00f3n debe tener?<\/h2>\n\n\n\n

Le recomendamos que limite el proceso de incorporaci\u00f3n a un m\u00e1ximo de 10-30 minutos para asegurarse de que cumple la normativa y, al mismo tiempo, ofrece una incorporaci\u00f3n satisfactoria a los nuevos clientes. El proceso de incorporaci\u00f3n de clientes debe consistir en recopilar los documentos y la informaci\u00f3n adecuados.<\/p>\n\n\n\n

El riesgo si a\u00f1ades m\u00e1s complejidad es que tus formularios sean demasiado complejos y los nuevos clientes abandonen el onboarding porque es demasiado complejo.<\/p>\n\n\n\n

Simplificaci\u00f3n de la incorporaci\u00f3n al banco<\/h2>\n\n\n\n

Con InvestGlass CRM <\/a>creamos un proceso de incorporaci\u00f3n personalizable sin c\u00f3digo. El departamento de cumplimiento puede trabajar f\u00e1cilmente con equipos de marketing<\/a> para asegurarse de que el proceso de incorporaci\u00f3n incluir\u00e1 los datos del cliente y la incorporaci\u00f3n del producto o servicio que vende.<\/p>\n\n\n\n

Los formularios ayudar\u00e1n a los nuevos clientes a suscribirse a la soluci\u00f3n adecuada. El viaje del nuevo cliente es m\u00e1s sencillo y f\u00e1cil de entender. Una buena documentaci\u00f3n y ventas ayudar\u00e1n a los nuevos clientes a centrarse en su valor y no en el software que utiliza o en la complejidad del KYC.<\/p>\n\n\n\n

La soluci\u00f3n est\u00e1 basada en la nube y Tecnolog\u00eda CRM de InvestGlass<\/a> es f\u00e1cil de usar. Ofrecemos una prueba gratuita y asistencia relacionada con la banca para crear su proceso ideal de incorporaci\u00f3n de clientes.<\/p>\n\n\n\n

La incorporaci\u00f3n del cliente es muy f\u00e1cil<\/h2>\n\n\n\n

Empecemos hoy con los recursos predise\u00f1ados para bancos y gestores de activos. El sitio creador de formularios<\/a> no requiere ning\u00fan tipo de programaci\u00f3n. Para crear los formularios s\u00f3lo necesita tener un proceso existente o le ayudaremos con nuestras plantillas.<\/p>\n\n\n\n

Le recomendamos encarecidamente que comience su proceso de incorporaci\u00f3n recopilando los requisitos del departamento legal y de riesgos. El futuro del KYC es ahora e InvestGlass puede ayudarle.<\/p>\n\n\n\n

Una incorporaci\u00f3n eficaz del cliente estrategia es primordial para el \u00e9xito<\/a> de cualquier banco, pero no siempre es f\u00e1cil de poner en pr\u00e1ctica. El primer paso del proceso es conocer el perfil de su cliente ideal. Esto dictar\u00e1 qu\u00e9 tipo de papeleo necesitas antes de que puedan acceder a sus cuentas.<\/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\/es\/la-estrategia-de-incorporacion-eficaz-que-funciona-en-todos-los-bancos\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\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\/es\/la-estrategia-de-incorporacion-eficaz-que-funciona-en-todos-los-bancos\/\" \/>\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=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutos\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Estrategia de incorporaci\u00f3n que funciona en todos los bancos - InvestGlass","description":"Optimice la incorporaci\u00f3n de su banco con una estrategia probada y eficaz.","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\/es\/la-estrategia-de-incorporacion-eficaz-que-funciona-en-todos-los-bancos\/","og_locale":"es_ES","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. 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