White Paper

10 Best Practices for Achieving a Successful Client Conversion Experience

The financial services industry is in a state of transition. Banks are challenged to deliver more robust and personalized digital experiences to an increasingly tech-savvy client base, and to supply flexible offerings capable of quickly evolving with new market needs. The result is a rise in client-facing digital transformation initiatives and legacy platform replacements. The corporate side of the bank, in particular, is seeing a rise in cash management and other client-facing platform replacements as banks strive to modernize offerings and take advantage of opportunities for differentiation. In doing so, banks are quickly finding that while rolling out the right technology is important, providing the right customer experience during conversion is equally critical.

This whitepaper highlights key drivers for change and ten best practices banks should implement for a more successful platform conversion.

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