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Your Customer Onboarding is Broken

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Manage episode 495865765 series 2624833
Content provided by Jim Marous and Evergreen Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Marous and Evergreen Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Despite massive investments in digital transformation, most banks and credit unions are still struggling to deliver seamless and intuitive account-opening experiences. In fact, financial institutions could more than double their digital account opening success by following just a few simple strategies.

In today’s episode of Banking Transformed, I’m joined by Frida Leibowitz, Co-Founder and CEO of Debbie — a fintech platform that not only helps institutions attract younger members, but also rewards positive financial behavior to boost engagement and loyalty.

We discuss Debbie’s rapid growth, the findings from their recently released 2025 Digital Account Opening Guide, and what is holding most financial institutions back from achieving digital onboarding success.

If your organization is still relying on outdated forms, clunky ID verification, or legacy vendor excuses — this is the episode you can’t afford to miss.

  continue reading

435 episodes

Artwork
iconShare
 
Manage episode 495865765 series 2624833
Content provided by Jim Marous and Evergreen Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Marous and Evergreen Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Despite massive investments in digital transformation, most banks and credit unions are still struggling to deliver seamless and intuitive account-opening experiences. In fact, financial institutions could more than double their digital account opening success by following just a few simple strategies.

In today’s episode of Banking Transformed, I’m joined by Frida Leibowitz, Co-Founder and CEO of Debbie — a fintech platform that not only helps institutions attract younger members, but also rewards positive financial behavior to boost engagement and loyalty.

We discuss Debbie’s rapid growth, the findings from their recently released 2025 Digital Account Opening Guide, and what is holding most financial institutions back from achieving digital onboarding success.

If your organization is still relying on outdated forms, clunky ID verification, or legacy vendor excuses — this is the episode you can’t afford to miss.

  continue reading

435 episodes

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