Gartner Research

Customer Onboarding: Case Studies Highlight Process and Technology Failings

Published: 27 June 2008

ID: G00158850

Analyst(s): Stessa Cohen , Alistair Newton


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

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