{"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":"skuteczna-strategia-wdrazania-ktora-sprawdzi-sie-w-kazdym-banku","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pl\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"Skuteczna strategia wdra\u017cania, kt\u00f3ra sprawdzi si\u0119 w ka\u017cdym banku"},"content":{"rendered":"

Onboarding to proces wykorzystywany przez banki w celu wdro\u017cenia nowych klient\u00f3w do korzystania z us\u0142ug banku. A Skuteczna strategia wdra\u017cania<\/a> mo\u017ce by\u0107 r\u00f3\u017cnic\u0105 mi\u0119dzy klientami, kt\u00f3rzy pozostan\u0105 lub odejd\u0105 do innego banku. Jednak niekt\u00f3re z tych strategii s\u0105 bardziej skuteczne ni\u017c inne w przekszta\u0142caniu nowych klient\u00f3w w klient\u00f3w d\u0142ugoterminowych. Om\u00f3wimy, co sk\u0142ada si\u0119 na skuteczn\u0105 strategi\u0119 wdra\u017cania klient\u00f3w, aby zrozumie\u0107, kt\u00f3ra z nich jest najlepsza dla Twojego banku! <\/p>\n\n\n\n

Podr\u00f3\u017c klienta mo\u017ce by\u0107 inna dla banki prywatne i detaliczne<\/a>.<\/p>\n\n\n\n

Banki prywatne<\/a> Zazwyczaj maj\u0105 bardziej dog\u0142\u0119bn\u0105 podr\u00f3\u017c klienta, kt\u00f3ra cz\u0119sto dzieli si\u0119 na trzy etapy: otwarcie konta, nawi\u0105zanie kontaktu z bankiem i otrzymanie porady finansowej. Strategia wdra\u017cania dla bank\u00f3w prywatnych powinna obejmowa\u0107 wszystkie te kroki, aby klienci byli w pe\u0142ni zaanga\u017cowani od pierwszego dnia. Strategia cyfrowa sprawdzi si\u0119 r\u00f3wnie\u017c w przypadku wiadomo\u015bci e-mail.<\/a><\/p>\n\n\n\n

Bankowo\u015b\u0107 detaliczna mo\u017ce by\u0107 znacznie prostsza, poniewa\u017c us\u0142uga jest prostsza, a podr\u00f3\u017c klienta kr\u00f3tsza. Bank detaliczny powinien przede wszystkim skoncentrowa\u0107 swoj\u0105 strategi\u0119 wdra\u017cania na pozyskiwaniu i utrzymywaniu klient\u00f3w, d\u0105\u017c\u0105c do utrzymania ich jak najwi\u0119kszej aktywno\u015bci przez d\u0142ugi czas.<\/p>\n\n\n\n

Aby wybra\u0107 skutecznego klienta Strategia onboardingu<\/a> kt\u00f3ry dzia\u0142a dla Twojego banku, musisz wiedzie\u0107, jakim jeste\u015b bankiem! <\/p>\n\n\n\n

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

Jaki powinien by\u0107 proces wdra\u017cania?<\/h2>\n\n\n\n

Zalecamy ograniczenie procesu wdra\u017cania do maksymalnie 10-30 minut, aby zapewni\u0107 zgodno\u015b\u0107 z przepisami, a jednocze\u015bnie pomy\u015blne wdro\u017cenie nowych klient\u00f3w. Proces wdra\u017cania klienta powinien obejmowa\u0107 gromadzenie odpowiednich dokument\u00f3w i informacji.<\/p>\n\n\n\n

Ryzyko zwi\u0105zane z dodaniem wi\u0119kszej z\u0142o\u017cono\u015bci polega na tym, \u017ce formularze s\u0105 zbyt skomplikowane, a nowi klienci rezygnuj\u0105 z onboardingu, poniewa\u017c jest on zbyt skomplikowany.<\/p>\n\n\n\n

Proste wdra\u017canie w banku<\/h2>\n\n\n\n

Z InvestGlass CRM <\/a>tworzymy konfigurowalny proces onboardingu bez u\u017cycia kodu. Dzia\u0142 zgodno\u015bci mo\u017ce \u0142atwo pracowa\u0107 z zespo\u0142y marketingowe<\/a> aby upewni\u0107 si\u0119, \u017ce proces onboardingu b\u0119dzie obejmowa\u0142 dane klienta i onboarding dla sprzedawanego produktu lub us\u0142ugi.<\/p>\n\n\n\n

Formularze pomog\u0105 nowym klientom zasubskrybowa\u0107 odpowiednie rozwi\u0105zanie. Nowa podr\u00f3\u017c klienta jest prostsza i \u0142atwiejsza do zrozumienia. Dobra dokumentacja i sprzeda\u017c pomog\u0105 nowym klientom skupi\u0107 si\u0119 na warto\u015bci, a nie na u\u017cywanym oprogramowaniu lub z\u0142o\u017cono\u015bci KYC.<\/p>\n\n\n\n

Rozwi\u0105zanie jest oparte na chmurze i Technologia InvestGlass CRM<\/a> jest \u0142atwy w u\u017cyciu. Zapewniamy bezp\u0142atn\u0105 wersj\u0119 pr\u00f3bn\u0105 i wsparcie zwi\u0105zane z bankowo\u015bci\u0105, aby stworzy\u0107 idealny proces wdra\u017cania klient\u00f3w.<\/p>\n\n\n\n

Wdra\u017canie klient\u00f3w jest bardzo proste<\/h2>\n\n\n\n

Zacznijmy ju\u017c dzi\u015b od gotowych zasob\u00f3w dla bank\u00f3w i zarz\u0105dzaj\u0105cych aktywami. The kreator formularzy<\/a> nie wymaga \u017cadnego programowania. Aby utworzy\u0107 formularze, wystarczy mie\u0107 istniej\u0105cy proces lub pomo\u017cemy Ci z naszymi szablonami.<\/p>\n\n\n\n

Zdecydowanie zalecamy rozpocz\u0119cie procesu wdra\u017cania od zebrania wymaga\u0144 dzia\u0142u ryzyka i prawnego! Przysz\u0142o\u015b\u0107 KYC jest teraz, a InvestGlass mo\u017ce w tym pom\u00f3c.<\/p>\n\n\n\n

Skuteczne wdra\u017canie klient\u00f3w strategia ma kluczowe znaczenie dla sukcesu<\/a> ka\u017cdego banku, ale nie zawsze jest to \u0142atwe do wdro\u017cenia. Pierwszym krokiem w tym procesie jest zrozumienie profilu idealnego klienta. Pozwoli to okre\u015bli\u0107, jakiego rodzaju formalno\u015bci s\u0105 wymagane przed uzyskaniem dost\u0119pu do konta.<\/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\/pl\/skuteczna-strategia-wdrazania-ktora-sprawdzi-sie-w-kazdym-banku\/\" \/>\n<meta property=\"og:locale\" content=\"pl_PL\" \/>\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\/pl\/skuteczna-strategia-wdrazania-ktora-sprawdzi-sie-w-kazdym-banku\/\" \/>\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=\"Napisane przez\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Szacowany czas czytania\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minuty\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Strategia onboardingu, kt\u00f3ra sprawdzi si\u0119 w ka\u017cdym banku - InvestGlass","description":"Zoptymalizuj onboarding swojego banku dzi\u0119ki sprawdzonej, skutecznej strategii.","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\/pl\/skuteczna-strategia-wdrazania-ktora-sprawdzi-sie-w-kazdym-banku\/","og_locale":"pl_PL","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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