Outlier Briefing: Best practices in digital onboarding with Ted Brown

Welcome to Tearsheet’s Outlier Briefing. This subscriber-only event is exclusive for our Outlier members. We go deeper with subject matter experts, to take actionable steps that can impact your business and practice. Today’s expert is Ted Brown. He’s co-founder and CEO of a company called Digital Onboarding. He’s been in fintech for his entire career. His first company, Andera, built the first way to open up a bank account online. Now, his firm Digital Onboarding makes sure those people who opened up accounts become engaged, profitable relationships. During this Outlier Briefing, we discuss: why attrition rates of new customers are so stubbornly high in banking what typical onboarding experiences are like at banks and credit unions and why they fail what top FIs are doing to improve onboarding rates how onboarding is evolving and the role of technology to create engaged clients Digital Onboarding’s Ted Brown is our expert on today’s Outlier Briefing. To hear the full audio and to access all of our exclusive, member-only material, head on over to Tearsheet.co/outlier