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896. Insights: How to do a great onboarding
Manage episode 439476073 series 2525997
On this episode of Fintech Insider Insights, hosts Kate Moody and Joe Colchester discuss how you can best optimise the experience of a customer’s very first touchpoint with a fintech product or platform – the onboarding.
Whether it’s a case of balancing friction and compliance when it comes to the terms and conditions, to gamifying the set-up process, our panel delves into crucial first stage in the customer journey.
This week's guests:
- Andrew Denholm - Head of Product Design at Chip
- Kish Patel - Head of Design at Lightyear
- Adam Tarpey - Head of Product at Metro Bank (Retail & Business Banking)
Find out more about 11:FS Pulse: https://www.11fs.com/products/11fs-pulse
Come watch us record Fintech Insider live in London: 11fs.com/afterdark
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Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services.
Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry.
Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Thursday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL.
Whether you’re already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you.
If you enjoyed this episode, don't forget to subscribe and please leave a review
Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com!
Learn more about your ad choices. Visit megaphone.fm/adchoices
905 episode
Manage episode 439476073 series 2525997
On this episode of Fintech Insider Insights, hosts Kate Moody and Joe Colchester discuss how you can best optimise the experience of a customer’s very first touchpoint with a fintech product or platform – the onboarding.
Whether it’s a case of balancing friction and compliance when it comes to the terms and conditions, to gamifying the set-up process, our panel delves into crucial first stage in the customer journey.
This week's guests:
- Andrew Denholm - Head of Product Design at Chip
- Kish Patel - Head of Design at Lightyear
- Adam Tarpey - Head of Product at Metro Bank (Retail & Business Banking)
Find out more about 11:FS Pulse: https://www.11fs.com/products/11fs-pulse
Come watch us record Fintech Insider live in London: 11fs.com/afterdark
--
Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services.
Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry.
Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Thursday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL.
Whether you’re already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you.
If you enjoyed this episode, don't forget to subscribe and please leave a review
Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com!
Learn more about your ad choices. Visit megaphone.fm/adchoices
905 episode
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