Lightbulbs on strings

Why Corporate, Commercial and SME banks should rethink client onboarding

In this discussion, EY leaders share thoughts on the increasing need for banks to reimagine the client onboarding process for corporate, commercial and SME clients and how technology capabilities play a key role in enabling a true digital onboarding experience.

At a time when corporate, commercial and SME client expectations have risen due to the rapid advancement of digital capabilities in consumer user experiences, most banks still offer a suboptimal onboarding experience for these clients, often characterized by disconnected interactions across various organizational silos. EY leaders discuss how banks offering a seamless, user-friendly onboarding experience to commercial banking clients will gain a competitive advantage in an otherwise slow-to-adapt marketplace.

Presenters

Juan Carlos Lopez
Managing Director, Corporate, Commercial, and SME (CCSB) Banking Consulting, Ernst & Young LLP US
Bob Wider
Senior Manager, Corporate, Commercial and SME Banking (CCSB), Consulting, Ernst & Young LLP

Podcast

Duration 24m 23s

In this series

(Event List - Manual)

How banks can use client portals to enhance the onboarding experience

In this episode, we share insights into how a well-designed client portal with key capabilities can make or break the customer onboarding experience for corporate, commercial and SME banks.
Podcast

Episode 2

Duration
13m 14s

Presenters

Mike Chamas

Senior Manager, Corporate, Commercial and SME Banking (CCSB), Consulting, Ernst & Young LLP

Heather Giblin

Senior Manager, Corporate, Commercial and SME Banking (CCSB), Consulting, Ernst & Young LLP