Gartner Research

Customer Onboarding: Case Studies Highlight Process and Technology Failings

Published: 27 June 2008

ID: G00158850

Analyst(s): Stessa Cohen , Alistair Newton

Summary

Customer onboarding still presents many challenges for banks. These case studies highlight the key role of the bank branch in this process and show that many banks are still failing to rise to these challenges.

Table Of Contents
  • Overview
  • Case Study 1
    • What Really Happened
    • Key Technology Failures
  • Case Study 2
    • What Really Happened
    • Key Technology Failures
  • Case Study 3
    • What Really Happened
    • Key Technology Failures
  • Multichannel Approaches to Customer Onboarding Remain Key
  • Conclusions
  • Recommendations

©2019 Gartner, Inc. and/or its affiliates. All rights reserved. Gartner is a registered trademark of Gartner, Inc. and its affiliates. This publication may not be reproduced or distributed in any form without Gartner’s prior written permission. It consists of the opinions of Gartner’s research organization, which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartner research may address legal and financial issues, Gartner does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by Gartner’s Usage Policy. Gartner prides itself on its reputation for independence and objectivity. Its research is produced independently by its research organization without input or influence from any third party. For further information, see Guiding Principles on Independence and Objectivity.

Already have a Gartner Account?

Become a client