{"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":"de-effectieve-onboardingstrategie-die-werkt-voor-elke-bank","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/nl\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"De effectieve onboardingstrategie die werkt voor elke bank"},"content":{"rendered":"

Onboarding is een proces dat banken gebruiken om nieuwe klanten aan de slag te laten gaan met de diensten van de bank. A succesvolle inwerkstrategie<\/a> kunnen het verschil maken tussen klanten die bij u blijven of klanten die u verlaten voor een andere bank. Sommige van deze strategie\u00ebn zijn echter effectiever dan andere om nieuwe klanten om te zetten in langetermijnklanten. We bespreken wat een effectieve onboardingstrategie is om te begrijpen welke het beste werkt voor jouw bank! <\/p>\n\n\n\n

Het klanttraject kan verschillend zijn voor particuliere en retailbanken<\/a>.<\/p>\n\n\n\n

Particuliere banken<\/a> hebben doorgaans een diepgaander klanttraject, dat vaak is onderverdeeld in drie fasen: het openen van een rekening, het contact met de bank en het ontvangen van financieel advies. De onboardingstrategie voor private banks moet al deze stappen omvatten, zodat klanten vanaf dag \u00e9\u00e9n volledig betrokken zijn. Een digitale strategie werkt ook met e-mails.<\/a><\/p>\n\n\n\n

Retailbankieren kan veel eenvoudiger omdat de dienstverlening eenvoudiger is en het klanttraject korter. De retailbank moet haar onboardingstrategie vooral richten op het werven en behouden van klanten, met als doel ze zo lang mogelijk actief te houden.<\/p>\n\n\n\n

Om een effectieve klant te kiezen inwerkstrategie<\/a> die voor uw bank werkt, moet u weten wat voor soort bank u bent! <\/p>\n\n\n\n

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

<\/span>Wat voor soort inwerkproces moet je hebben?<\/span><\/h2>\n\n\n\n

We raden aan om de onboarding te beperken tot maximaal 10-30 minuten om ervoor te zorgen dat je voldoet aan de regelgeving en tegelijkertijd een succesvolle onboarding levert aan nieuwe klanten. Het onboardingproces voor klanten moet bestaan uit het verzamelen van precies de juiste documenten en informatie.<\/p>\n\n\n\n

Het risico als je meer complexiteit toevoegt, is dat je formulieren te complex worden en nieuwe klanten de onboarding laten vallen omdat het te complex is.<\/p>\n\n\n\n

<\/span>Eenvoudige onboarding bij banken<\/span><\/h2>\n\n\n\n

Met InvestGlass CRM <\/a>bouwen we een aanpasbaar onboardingproces zonder code. De compliance afdeling kan eenvoudig werken met marketingteams<\/a> om ervoor te zorgen dat het onboardingproces klantgegevens en onboarding omvat voor het product of de dienst die je verkoopt.<\/p>\n\n\n\n

Formulieren helpen de nieuwe klanten om zich te abonneren op de juiste oplossing. Het nieuwe klanttraject is eenvoudiger en makkelijker te begrijpen. Goede documentatie en verkoop helpen nieuwe klanten zich te richten op uw waarde en niet op de software die u gebruikt of de complexiteit van KYC.<\/p>\n\n\n\n

De oplossing is cloudgebaseerd en InvestGlass CRM-technologie<\/a> is gemakkelijk te gebruiken. We bieden een gratis proefversie en bankgerelateerde ondersteuning om je ideale onboardingproces voor klanten te ontwikkelen.<\/p>\n\n\n\n

<\/span>Het inwerken van klanten is zo eenvoudig<\/span><\/h2>\n\n\n\n

Laten we vandaag beginnen met kant-en-klare hulpmiddelen voor banken en vermogensbeheerders. De formulierbouwer<\/a> vereist geen programmering. Om de formulieren te maken hoef je alleen maar een bestaand proces te hebben of we helpen je met onze sjablonen.<\/p>\n\n\n\n

We raden u sterk aan uw onboardingproces te beginnen met het verzamelen van de vereisten van de risico- en juridische afdeling! De toekomst van KYC is nu en InvestGlass kan helpen.<\/p>\n\n\n\n

Een effectieve inwerkperiode voor klanten strategie is van het grootste belang voor het succes<\/a> van elke bank, maar het is niet altijd gemakkelijk te implementeren. De eerste stap in het proces is het begrijpen van je ideale klantprofiel. Dit zal bepalen wat voor soort papierwerk je nodig hebt voordat ze toegang krijgen tot hun rekeningen.<\/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\/nl\/de-effectieve-onboardingstrategie-die-werkt-voor-elke-bank\/\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\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\/nl\/de-effectieve-onboardingstrategie-die-werkt-voor-elke-bank\/\" \/>\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=\"Geschreven door\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Geschatte leestijd\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minuten\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Onboarding-strategie die werkt voor elke bank - InvestGlass","description":"Optimaliseer de onboarding van uw bank met een bewezen, effectieve strategie.","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\/nl\/de-effectieve-onboardingstrategie-die-werkt-voor-elke-bank\/","og_locale":"nl_NL","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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