{"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":"her-banka-icin-ise-yarayan-etkili-ise-alim-stratejisi","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/tr\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"Her Banka \u0130\u00e7in \u0130\u015fe Yarayan Etkili \u0130\u015fe Al\u0131m Stratejisi"},"content":{"rendered":"

Onboarding, bankalar\u0131n yeni m\u00fc\u015fterileri bankan\u0131n hizmetlerine al\u0131\u015ft\u0131rmak ve \u00e7al\u0131\u015ft\u0131rmak i\u00e7in kulland\u0131klar\u0131 bir s\u00fcre\u00e7tir. A ba\u015far\u0131l\u0131 i\u015fe al\u0131m stratejisi<\/a> M\u00fc\u015fterilerinizin sizde kalmas\u0131 veya ba\u015fka bir bankaya gitmesi aras\u0131ndaki fark olabilir. Ancak, bu stratejilerden baz\u0131lar\u0131 yeni m\u00fc\u015fterileri uzun vadeli m\u00fc\u015fterilere d\u00f6n\u00fc\u015ft\u00fcrmede di\u011ferlerinden daha etkilidir. Bankan\u0131z i\u00e7in hangisinin en iyisi oldu\u011funu anlamak i\u00e7in etkili bir m\u00fc\u015fteri edinme stratejisini neyin olu\u015fturdu\u011funu tart\u0131\u015faca\u011f\u0131z! <\/p>\n\n\n\n

M\u00fc\u015fteri yolculu\u011fu a\u015fa\u011f\u0131dakiler i\u00e7in farkl\u0131 olabilir \u00f6zel ve perakende bankalar<\/a>.<\/p>\n\n\n\n

\u00d6zel bankalar<\/a> Genellikle daha derinlemesine bir m\u00fc\u015fteri yolculu\u011fu vard\u0131r ve bu yolculuk genellikle \u00fc\u00e7 a\u015famaya ayr\u0131l\u0131r: hesap a\u00e7ma, banka ile etkile\u015fim kurma ve finansal tavsiye alma. \u00d6zel bankalar i\u00e7in ilk kat\u0131l\u0131m stratejisi t\u00fcm bu ad\u0131mlar\u0131 i\u00e7ermelidir, b\u00f6ylece m\u00fc\u015fteriler ilk g\u00fcnden itibaren bankaya tam olarak ba\u011flan\u0131rlar. Dijital bir strateji e-postalarda da i\u015fe yarayacakt\u0131r.<\/a><\/p>\n\n\n\n

Hizmet daha basit ve m\u00fc\u015fteri yolculu\u011fu daha k\u0131sa oldu\u011fu i\u00e7in bireysel bankac\u0131l\u0131k \u00e7ok daha basit olabilir. Perakende banka, m\u00fc\u015fteri edinme stratejisini \u00f6ncelikle m\u00fc\u015fteri edinme ve elde tutmaya odaklamal\u0131 ve m\u00fc\u015fterileri m\u00fcmk\u00fcn oldu\u011funca uzun s\u00fcre aktif tutmay\u0131 hedeflemelidir.<\/p>\n\n\n\n

Etkili bir m\u00fc\u015fteri se\u00e7mek i\u00e7in i\u015fe al\u0131m stratejisi<\/a> Bankan\u0131z i\u00e7in i\u015fe yarayan bir bankaysan\u0131z, ne t\u00fcr bir banka oldu\u011funuzu bilmeniz gerekir! <\/p>\n\n\n\n

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

Ne t\u00fcr bir i\u015fe al\u0131m s\u00fcreciniz olmal\u0131?<\/h2>\n\n\n\n

Yeni m\u00fc\u015fterilere ba\u015far\u0131l\u0131 bir i\u015fe al\u0131m sunarken y\u00f6netmeliklere uyaca\u011f\u0131n\u0131zdan emin olmak i\u00e7in i\u015fe al\u0131m\u0131 en fazla 10-30 dakika ile s\u0131n\u0131rland\u0131rman\u0131z\u0131 \u00f6neririz. M\u00fc\u015fteri kabul s\u00fcreci sadece do\u011fru belge ve bilgileri toplamal\u0131d\u0131r.<\/p>\n\n\n\n

Daha fazla karma\u015f\u0131kl\u0131k eklemenizin riski, formlar\u0131n\u0131z\u0131n \u00e7ok karma\u015f\u0131k olmas\u0131 ve yeni m\u00fc\u015fterilerin \u00e7ok karma\u015f\u0131k oldu\u011fu i\u00e7in i\u015fe al\u0131\u015ft\u0131rmay\u0131 b\u0131rakmas\u0131d\u0131r.<\/p>\n\n\n\n

Banka kat\u0131l\u0131m\u0131 basitle\u015ftirildi<\/h2>\n\n\n\n

ile InvestGlass CRM <\/a>kod olmadan \u00f6zelle\u015ftirilebilir bir i\u015fe al\u0131m s\u00fcreci olu\u015fturuyoruz. Uyum departman\u0131 a\u015fa\u011f\u0131dakilerle kolayca \u00e7al\u0131\u015fabilir pazarlama ekipleri<\/a> onboarding s\u00fcrecinin satt\u0131\u011f\u0131n\u0131z \u00fcr\u00fcn veya hizmet i\u00e7in m\u00fc\u015fteri verilerini ve onboarding'i i\u00e7erece\u011finden emin olmak i\u00e7in.<\/p>\n\n\n\n

Formlar, yeni m\u00fc\u015fterilerin do\u011fru \u00e7\u00f6z\u00fcme abone olmalar\u0131na yard\u0131mc\u0131 olacakt\u0131r. Yeni m\u00fc\u015fteri yolculu\u011fu daha basit ve anla\u015f\u0131lmas\u0131 daha kolay. \u0130yi dok\u00fcmantasyon ve sat\u0131\u015f, yeni m\u00fc\u015fterilerin kulland\u0131\u011f\u0131n\u0131z yaz\u0131l\u0131ma veya KYC karma\u015f\u0131kl\u0131\u011f\u0131na de\u011fil, sizin de\u011ferinize odaklanmas\u0131na yard\u0131mc\u0131 olacakt\u0131r.<\/p>\n\n\n\n

\u00c7\u00f6z\u00fcm bulut tabanl\u0131d\u0131r ve InvestGlass CRM teknolojisi<\/a> kullan\u0131m\u0131 kolayd\u0131r. \u0130deal m\u00fc\u015fteri kat\u0131l\u0131m s\u00fcrecinizi olu\u015fturman\u0131z i\u00e7in \u00fccretsiz deneme ve bankac\u0131l\u0131kla ilgili destek sa\u011fl\u0131yoruz.<\/p>\n\n\n\n

M\u00fc\u015fteri al\u0131m\u0131 \u00e7ok kolay<\/h2>\n\n\n\n

Bug\u00fcn bankalar ve varl\u0131k y\u00f6neticileri i\u00e7in \u00f6nceden olu\u015fturulmu\u015f kaynaklarla ba\u015flayal\u0131m. Bu form olu\u015fturucu<\/a> herhangi bir programlama gerektirmez. Formlar\u0131 olu\u015fturmak i\u00e7in mevcut bir s\u00fcrece sahip olman\u0131z yeterlidir veya \u015fablonlar\u0131m\u0131zla size yard\u0131mc\u0131 olaca\u011f\u0131z.<\/p>\n\n\n\n

\u0130\u015fe al\u0131m s\u00fcrecinize risk ve hukuk departman\u0131 gereksinimlerini toplayarak ba\u015flaman\u0131z\u0131 \u015fiddetle tavsiye ederiz! KYC'nin gelece\u011fi \u015fimdi ve InvestGlass size yard\u0131mc\u0131 olabilir.<\/p>\n\n\n\n

Etkili bir m\u00fc\u015fteri kabul\u00fc strateji ba\u015far\u0131 i\u00e7in \u00e7ok \u00f6nemlidir<\/a> ancak uygulamas\u0131 her zaman kolay de\u011fildir. S\u00fcrecin ilk ad\u0131m\u0131 ideal m\u00fc\u015fteri profilinizi anlamakt\u0131r. Bu, hesaplar\u0131na eri\u015febilmeleri i\u00e7in ne t\u00fcr evrak i\u015flerine ihtiya\u00e7 duydu\u011funuzu belirleyecektir.<\/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\/tr\/her-banka-icin-ise-yarayan-etkili-ise-alim-stratejisi\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\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\/tr\/her-banka-icin-ise-yarayan-etkili-ise-alim-stratejisi\/\" \/>\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=\"Yazan:\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tahmini okuma s\u00fcresi\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 dakika\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Her Banka \u0130\u00e7in \u0130\u015fe Yarayan \u0130\u015fe Al\u0131m Stratejisi - InvestGlass","description":"Kan\u0131tlanm\u0131\u015f, etkili bir strateji ile bankan\u0131z\u0131n i\u015fe al\u0131m s\u00fcrecini optimize edin.","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\/tr\/her-banka-icin-ise-yarayan-etkili-ise-alim-stratejisi\/","og_locale":"tr_TR","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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