{"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":"a-estrategia-de-integracao-eficaz-que-funciona-para-todos-os-bancos","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/pt\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"A estrat\u00e9gia de integra\u00e7\u00e3o eficaz que funciona para todos os bancos"},"content":{"rendered":"

Onboarding \u00e9 um processo que os bancos usam para fazer com que os novos clientes utilizem os servi\u00e7os do banco. A estrat\u00e9gia de integra\u00e7\u00e3o bem-sucedida<\/a> pode ser a diferen\u00e7a entre seus clientes permanecerem ou o trocarem por outro banco. Entretanto, algumas dessas estrat\u00e9gias s\u00e3o mais eficazes do que outras na convers\u00e3o de novos clientes em clientes de longo prazo. Discutiremos o que torna uma estrat\u00e9gia de integra\u00e7\u00e3o de clientes eficaz para entender qual funciona melhor para seu banco! <\/p>\n\n\n\n

A jornada do cliente pode ser diferente para bancos privados e de varejo<\/a>.<\/p>\n\n\n\n

Bancos privados<\/a> Os bancos privados, em geral, t\u00eam uma jornada do cliente mais aprofundada, que geralmente \u00e9 dividida em tr\u00eas etapas: abertura de conta, envolvimento com o banco e recebimento de consultoria financeira. A estrat\u00e9gia de integra\u00e7\u00e3o para bancos privados deve incluir todas essas etapas para que os clientes estejam totalmente envolvidos desde o primeiro dia. Uma estrat\u00e9gia digital tamb\u00e9m funcionar\u00e1 com e-mails.<\/a><\/p>\n\n\n\n

O banco de varejo pode ser muito mais simples, pois o servi\u00e7o \u00e9 mais simples e a jornada do cliente \u00e9 mais curta. O banco de varejo deve concentrar sua estrat\u00e9gia de integra\u00e7\u00e3o principalmente na aquisi\u00e7\u00e3o e reten\u00e7\u00e3o de clientes, com o objetivo de mant\u00ea-los t\u00e3o ativos quanto poss\u00edvel por um longo per\u00edodo de tempo.<\/p>\n\n\n\n

Para escolher um cliente eficaz estrat\u00e9gia de integra\u00e7\u00e3o<\/a> que funciona para o seu banco, voc\u00ea precisa saber que tipo de banco voc\u00ea \u00e9! <\/p>\n\n\n\n

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

Que tipo de processo de integra\u00e7\u00e3o voc\u00ea deve ter?<\/h2>\n\n\n\n

Recomendamos limitar a integra\u00e7\u00e3o a um simples per\u00edodo de 10 a 30 minutos, no m\u00e1ximo, para garantir que voc\u00ea cumpra as normas e, ao mesmo tempo, ofere\u00e7a uma integra\u00e7\u00e3o bem-sucedida aos novos clientes. O processo de integra\u00e7\u00e3o do cliente deve coletar apenas os documentos e as informa\u00e7\u00f5es corretas.<\/p>\n\n\n\n

O risco de adicionar mais complexidade \u00e9 que seus formul\u00e1rios sejam muito complexos e que os novos clientes abandonem a integra\u00e7\u00e3o porque ela \u00e9 muito complexa.<\/p>\n\n\n\n

Integra\u00e7\u00e3o banc\u00e1ria simplificada<\/h2>\n\n\n\n

Com CRM da InvestGlass <\/a>criamos um processo de integra\u00e7\u00e3o personaliz\u00e1vel sem c\u00f3digo. O departamento de conformidade pode trabalhar facilmente com equipes de marketing<\/a> para garantir que o processo de integra\u00e7\u00e3o inclua os dados do cliente e a integra\u00e7\u00e3o do produto ou servi\u00e7o que voc\u00ea est\u00e1 vendendo.<\/p>\n\n\n\n

Os formul\u00e1rios ajudar\u00e3o os novos clientes a se inscreverem na solu\u00e7\u00e3o certa. A jornada do novo cliente \u00e9 mais simples e f\u00e1cil de entender. Uma boa documenta\u00e7\u00e3o e vendas ajudar\u00e3o os novos clientes a se concentrarem no seu valor e n\u00e3o no software que voc\u00ea est\u00e1 usando ou na complexidade do KYC<\/p>\n\n\n\n

A solu\u00e7\u00e3o \u00e9 baseada na nuvem e Tecnologia InvestGlass CRM<\/a> \u00e9 f\u00e1cil de usar. Oferecemos uma avalia\u00e7\u00e3o gratuita e suporte relacionado a bancos para criar seu processo ideal de integra\u00e7\u00e3o de clientes.<\/p>\n\n\n\n

A integra\u00e7\u00e3o do cliente \u00e9 muito f\u00e1cil<\/h2>\n\n\n\n

Vamos come\u00e7ar hoje com recursos pr\u00e9-criados para bancos e gerentes de ativos. Os Criador de formul\u00e1rios<\/a> n\u00e3o exige nenhuma programa\u00e7\u00e3o. Para criar os formul\u00e1rios, voc\u00ea s\u00f3 precisa ter um processo existente ou n\u00f3s o ajudaremos com nossos modelos.<\/p>\n\n\n\n

Sugerimos enfaticamente que voc\u00ea inicie seu processo de integra\u00e7\u00e3o coletando os requisitos do departamento jur\u00eddico e de risco! O futuro do KYC \u00e9 agora e a InvestGlass pode ajudar.<\/p>\n\n\n\n

Uma integra\u00e7\u00e3o eficaz do cliente estrat\u00e9gia \u00e9 fundamental para o sucesso<\/a> de qualquer banco, mas nem sempre \u00e9 f\u00e1cil de implementar. A primeira etapa do processo \u00e9 entender o perfil de seu cliente ideal. Isso determinar\u00e1 o tipo de documenta\u00e7\u00e3o necess\u00e1ria para que eles possam acessar suas contas.<\/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\/pt\/a-estrategia-de-integracao-eficaz-que-funciona-para-todos-os-bancos\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\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. 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