{"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":"%e9%80%82%e5%90%88%e6%af%8f%e5%ae%b6%e9%93%b6%e8%a1%8c%e7%9a%84%e6%9c%89%e6%95%88%e5%85%a5%e8%81%8c%e6%88%98%e7%95%a5","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/the-effective-onboarding-strategy-that-works-for-every-bank\/","title":{"rendered":"\u9002\u5408\u6bcf\u5bb6\u94f6\u884c\u7684\u6709\u6548\u5165\u804c\u6218\u7565"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u5165\u804c\u57f9\u8bad\u662f\u94f6\u884c\u5e2e\u52a9\u65b0\u5ba2\u6237\u4f7f\u7528\u94f6\u884c\u670d\u52a1\u7684\u4e00\u4e2a\u8fc7\u7a0b\u3002A <a href=\"https:\/\/www.investglass.com\/zh\/%e5%a6%82%e4%bd%95%e6%9c%89%e6%95%88%e5%ae%9e%e7%8e%b0%e5%85%a5%e8%81%8c%e6%b5%81%e7%a8%8b%e6%95%b0%e5%ad%97%e5%8c%96\/\">\u6210\u529f\u7684\u5165\u804c\u6218\u7565<\/a> 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src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1024x683.jpg\" alt=\"\" class=\"wp-image-32449\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1080x720.jpg 1080w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-1280x854.jpg 1280w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-980x654.jpg 980w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking-480x320.jpg 480w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/05\/familybanking.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-kind-of-onboarding-process-should-you-have\">\u60a8\u5e94\u8be5\u6709\u4ec0\u4e48\u6837\u7684\u5165\u804c\u6d41\u7a0b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u5efa\u8bae\u5c06\u5165\u804c\u65f6\u95f4\u9650\u5236\u5728\u6700\u591a 10-30 \u5206\u949f\uff0c\u4ee5\u786e\u4fdd\u60a8\u5728\u4e3a\u65b0\u5ba2\u6237\u63d0\u4f9b\u6210\u529f\u5165\u804c\u670d\u52a1\u7684\u540c\u65f6\u9075\u5b88\u76f8\u5173\u6cd5\u89c4\u3002\u5ba2\u6237\u5165\u804c\u6d41\u7a0b\u5e94\u6536\u96c6\u6b63\u786e\u7684\u6587\u4ef6\u548c\u4fe1\u606f\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5982\u679c\u60a8\u589e\u52a0\u590d\u6742\u6027\uff0c\u98ce\u9669\u5c31\u5728\u4e8e\u60a8\u7684\u8868\u5355\u8fc7\u4e8e\u590d\u6742\uff0c\u65b0\u5ba2\u6237\u4f1a\u56e0\u4e3a\u592a\u590d\u6742\u800c\u653e\u5f03\u5165\u804c\u57f9\u8bad\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-bank-onboarding-made-simple\">\u94f6\u884c\u5165\u804c\u53d8\u5f97\u7b80\u5355<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0e <a href=\"https:\/\/www.investglass.com\/zh\/%e9%93%b6%e8%a1%8c%e4%b8%9a%e5%a6%82%e4%bd%95%e5%ae%9e%e6%96%bd-crm\/\">InvestGlass CRM <\/a>\u6211\u4eec\u65e0\u9700\u4ee3\u7801\u5373\u53ef\u6784\u5efa\u53ef\u5b9a\u5236\u7684\u5165\u804c\u6d41\u7a0b\u3002\u5408\u89c4\u90e8\u95e8\u53ef\u4ee5\u8f7b\u677e\u4e0e <a href=\"https:\/\/www.investglass.com\/zh\/6-bank-marketing-strategies-to-move-you-past-the-competition-in-2021\/\">\u8425\u9500\u56e2\u961f<\/a> \u4ee5\u786e\u4fdd\u5165\u804c\u6d41\u7a0b\u5c06\u5305\u62ec\u5ba2\u6237\u6570\u636e\u548c\u60a8\u6240\u9500\u552e\u4ea7\u54c1\u6216\u670d\u52a1\u7684\u5165\u804c\u6d41\u7a0b\u3002.<\/p>\n\n\n\n<p 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id=\"h-customer-onboarding-is-so-easy\">\u5ba2\u6237\u5165\u804c\u5982\u6b64\u7b80\u5355<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8ba9\u6211\u4eec\u4ece\u4eca\u5929\u5f00\u59cb\uff0c\u4e3a\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u63d0\u4f9b\u9884\u5efa\u8d44\u6e90\u3002\u94f6\u884c <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e8%a1%a8%e6%a0%bc%e7%94%9f%e6%88%90%e5%99%a8\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u8868\u683c\u751f\u6210\u5668\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"853\">\u8868\u683c\u751f\u6210\u5668<\/a> \u65e0\u9700\u4efb\u4f55\u7f16\u7a0b\u3002\u8981\u521b\u5efa\u8868\u683c\uff0c\u60a8\u53ea\u9700\u8981\u6709\u4e00\u4e2a\u73b0\u6709\u7684\u6d41\u7a0b\uff0c\u6216\u8005\u6211\u4eec\u4f1a\u7528\u6211\u4eec\u7684\u6a21\u677f\u6765\u5e2e\u52a9\u60a8\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6211\u4eec\u5f3a\u70c8\u5efa\u8bae\u60a8\u901a\u8fc7\u6536\u96c6\u98ce\u9669\u548c\u6cd5\u5f8b\u90e8\u95e8\u7684\u8981\u6c42\u6765\u542f\u52a8\u5165\u804c\u6d41\u7a0b\uff01KYC \u7684\u672a\u6765\u5c31\u662f\u73b0\u5728\uff0cInvestGlass \u53ef\u4ee5\u63d0\u4f9b\u5e2e\u52a9\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6709\u6548\u7684\u5ba2\u6237\u5165\u804c <a href=\"https:\/\/www.investglass.com\/zh\/%e6%9c%80%e5%a4%a7%e5%8c%96%e6%82%a8%e7%9a%84%e6%88%98%e7%95%a5-%e9%a1%b6%e7%ba%a7-b2b-%e8%90%a5%e9%94%80-5-%e5%a4%a7%e6%88%90%e5%8a%9f%e5%ae%9e%e8%b7%b5\/\"  data-wpil-monitor-id=\"17\">\u6218\u7565\u5bf9\u4e8e\u6210\u529f<\/a> \u4f46\u5b9e\u65bd\u8d77\u6765\u5374\u5e76\u975e\u6613\u4e8b\u3002\u8fd9\u4e00\u8fc7\u7a0b\u7684\u7b2c\u4e00\u6b65\u662f\u4e86\u89e3\u7406\u60f3\u5ba2\u6237\u7684\u60c5\u51b5\u3002\u8fd9\u5c06\u51b3\u5b9a\u4ed6\u4eec\u5728\u4f7f\u7528\u8d26\u6237\u524d\u9700\u8981\u54ea\u4e9b\u7c7b\u578b\u7684\u6587\u4ef6\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>Onboarding is a process that banks use to get new customers up and running with the bank&#8217;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 [&hellip;]<\/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":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Onboarding Strategy that Works for Every Bank - InvestGlass<\/title>\n<meta name=\"description\" content=\"Optimize your bank&#039;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\/zh\/\u9002\u5408\u6bcf\u5bb6\u94f6\u884c\u7684\u6709\u6548\u5165\u804c\u6218\u7565\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\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&#039;s services. A successful onboarding strategy can be the\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u9002\u5408\u6bcf\u5bb6\u94f6\u884c\u7684\u6709\u6548\u5165\u804c\u6218\u7565\/\" \/>\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=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u9002\u5408\u6bcf\u5bb6\u94f6\u884c\u7684\u5165\u804c\u7b56\u7565 - InvestGlass","description":"\u91c7\u7528\u884c\u4e4b\u6709\u6548\u7684\u7b56\u7565\u4f18\u5316\u94f6\u884c\u7684\u5165\u804c\u6d41\u7a0b\u3002.","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\/zh\/\u9002\u5408\u6bcf\u5bb6\u94f6\u884c\u7684\u6709\u6548\u5165\u804c\u6218\u7565\/","og_locale":"zh_CN","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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