{"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-strategie-dintegration-qui-fonctionne-pour-toutes-les-banques","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/fr\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"Une strat\u00e9gie d'int\u00e9gration efficace pour toutes les banques"},"content":{"rendered":"

L'onboarding est un processus utilis\u00e9 par les banques pour permettre aux nouveaux clients d'utiliser les services de la banque. A une strat\u00e9gie d'int\u00e9gration r\u00e9ussie<\/a> peuvent faire la diff\u00e9rence entre vos clients qui restent et ceux qui vous quittent pour une autre banque. Toutefois, certaines de ces strat\u00e9gies sont plus efficaces que d'autres pour convertir les nouveaux clients en clients \u00e0 long terme. Nous examinerons les caract\u00e9ristiques d'une strat\u00e9gie d'accueil des clients efficace afin de d\u00e9terminer celle qui convient le mieux \u00e0 votre banque ! <\/p>\n\n\n\n

Le parcours du client peut \u00eatre diff\u00e9rent pour banques priv\u00e9es et de d\u00e9tail<\/a>.<\/p>\n\n\n\n

Banques priv\u00e9es<\/a> ont g\u00e9n\u00e9ralement un parcours client plus approfondi, qui se d\u00e9compose souvent en trois \u00e9tapes : ouvrir un compte, s'engager avec la banque et recevoir des conseils financiers. La strat\u00e9gie d'accueil des banques priv\u00e9es doit inclure toutes ces \u00e9tapes afin que les clients soient pleinement impliqu\u00e9s d\u00e8s le premier jour. Une strat\u00e9gie num\u00e9rique fonctionne \u00e9galement avec les courriels.<\/a><\/p>\n\n\n\n

La banque de d\u00e9tail peut \u00eatre beaucoup plus simple, car le service est plus simple et le parcours du client plus court. La banque de d\u00e9tail devrait principalement axer sa strat\u00e9gie d'accueil sur l'acquisition et la fid\u00e9lisation des clients, afin de les garder aussi actifs que possible pendant une longue p\u00e9riode.<\/p>\n\n\n\n

Afin de choisir une m\u00e9thode efficace de gestion des clients, il convient de mettre en place un syst\u00e8me de gestion de la relation client. strat\u00e9gie d'accueil<\/a> qui fonctionne pour votre banque, vous devez savoir quel type de banque vous \u00eates ! <\/p>\n\n\n\n

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

Quel type de processus d'int\u00e9gration devriez-vous mettre en place ?<\/h2>\n\n\n\n

Nous recommandons de limiter l'accueil des nouveaux clients \u00e0 10-30 minutes au maximum pour \u00eatre s\u00fbr de respecter les r\u00e9glementations tout en r\u00e9ussissant l'accueil des nouveaux clients. Le processus d'accueil des clients doit consister \u00e0 collecter les bons documents et les bonnes informations.<\/p>\n\n\n\n

Le risque, si vous ajoutez de la complexit\u00e9, est que vos formulaires soient trop complexes et que les nouveaux clients abandonnent l'onboarding parce qu'il est trop complexe.<\/p>\n\n\n\n

L'int\u00e9gration bancaire simplifi\u00e9e<\/h2>\n\n\n\n

Avec InvestGlass CRM <\/a>nous construisons un processus d'accueil personnalisable sans code. Le service de conformit\u00e9 peut travailler facilement avec \u00e9quipes de marketing<\/a> pour s'assurer que le processus d'accueil comprendra les donn\u00e9es des clients et l'accueil pour le produit ou le service que vous vendez.<\/p>\n\n\n\n

Les formulaires aideront les nouveaux clients \u00e0 souscrire \u00e0 la solution qui leur convient. Le parcours du nouveau client est plus simple et plus facile \u00e0 comprendre. Une bonne documentation et de bonnes ventes aideront les nouveaux clients \u00e0 se concentrer sur votre valeur et non sur le logiciel que vous utilisez ou sur la complexit\u00e9 du KYC.<\/p>\n\n\n\n

La solution est bas\u00e9e sur l'informatique en nuage et Technologie CRM InvestGlass<\/a> est facile \u00e0 utiliser. Nous proposons un essai gratuit et une assistance bancaire pour mettre en place le processus id\u00e9al d'accueil des clients.<\/p>\n\n\n\n

L'accueil des clients est si facile<\/h2>\n\n\n\n

Commen\u00e7ons d\u00e8s aujourd'hui avec des ressources pr\u00e9d\u00e9finies pour les banques et les gestionnaires d'actifs. Les cr\u00e9ateur de formulaires<\/a> ne n\u00e9cessite aucune programmation. Pour cr\u00e9er les formulaires, il vous suffit d'avoir un processus existant ou nous vous aiderons avec nos mod\u00e8les.<\/p>\n\n\n\n

Nous vous sugg\u00e9rons fortement de commencer votre processus d'int\u00e9gration en recueillant les exigences du d\u00e9partement juridique et du risque ! L'avenir du KYC, c'est maintenant, et InvestGlass peut vous aider.<\/p>\n\n\n\n

Un accueil efficace des clients est primordiale pour le succ\u00e8s de la strat\u00e9gie<\/a> de toute banque, mais elle n'est pas toujours facile \u00e0 mettre en \u0153uvre. La premi\u00e8re \u00e9tape du processus consiste \u00e0 comprendre le profil de votre client id\u00e9al. Il d\u00e9terminera le type de documents que vous exigerez avant qu'ils puissent acc\u00e9der \u00e0 leurs comptes.<\/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\/fr\/la-strategie-dintegration-qui-fonctionne-pour-toutes-les-banques\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\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\/fr\/la-strategie-dintegration-qui-fonctionne-pour-toutes-les-banques\/\" \/>\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=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Une strat\u00e9gie d'int\u00e9gration qui fonctionne pour chaque banque - InvestGlass","description":"Optimisez l'int\u00e9gration de votre banque gr\u00e2ce \u00e0 une strat\u00e9gie \u00e9prouv\u00e9e et efficace.","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\/fr\/la-strategie-dintegration-qui-fonctionne-pour-toutes-les-banques\/","og_locale":"fr_FR","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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