The onboarding experience for new business customers purchasing bank products often suffers from complexity, inefficiency, and a lack of personalization. Lengthy processes, extensive paperwork, and poor communication can lead to customer frustration and disengagement. In an increasingly competitive market, these challenges can result in lost opportunities as business customers may choose providers offering smoother, faster, and more transparent onboarding.  

Barlow’s Business Banking Onboarding Preferences Study guides financial institutions’ efforts to deliver an exceptional onboarding experience for business customers by learning about:  

• Customer preference behind new business banking product purchase decisions
• How to design and deliver the optimal onboarding experience
• Strategies for promoting additional products and solutions to meet growing business customers’ needs

DELIVERABLES

• Summary report of key findings
• Detailed UX captures
• Any disclosures or agreements encountered during feature enrollment/activation
• Video conference presentation

For more information, please contact Andrea Moore amoore@barlowresearch.com or Adam Johnson ajohnson@barlowresearch.com