{"id":231643,"date":"2024-08-23T00:51:26","date_gmt":"2024-08-23T00:51:26","guid":{"rendered":"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/"},"modified":"2026-04-03T10:21:26","modified_gmt":"2026-04-03T10:21:26","slug":"create-client-onboarding-process-financial-services","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/","title":{"rendered":"How to Create Client Onboarding Process in Financial Services"},"content":{"rendered":"<p>According to <a href=\"https:\/\/userpilot.com\/saas-product-metrics\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot&#8217;s SaaS Product Success Metrics Benchmark report<\/a>, Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries.<\/p>\n<p>This is because the client onboarding process in financial services faces unique challenges.<\/p>\n<p>What are they?<\/p>\n<p>That&#8217;s one of the questions we answer in our guide. More importantly, we show you how to<a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\" target=\"_blank\" rel=\"noopener noreferrer\"> improve your onboarding<\/a> and how <a href=\"https:\/\/userpilot.com\/\">Userpilot<\/a> can help.<\/p>\n<h2 id=\"8mlid\">What is customer onboarding in financial services?<\/h2>\n<p>Customer onboarding in financial services involves integrating users into your systems and educating them about your products and services.<\/p>\n<p>For example:<\/p>\n<ul>\n<li>Banks use the onboarding process to help users get familiar with their mobile app or what to do if they lose their credit card.<\/li>\n<li>Pension providers can use it to <a href=\"https:\/\/userpilot.com\/blog\/customer-education\/\" target=\"_blank\" rel=\"noopener noreferrer\">educate users<\/a> about different funds and the risks involved, how to set up regular payments, or track their portfolio performance.<\/li>\n<li>Wealth management firms can use it to help users open their accounts or set up security features.<\/li>\n<\/ul>\n<h2 id=\"c6meo\">Why is the client onboarding process important for financial services?<\/h2>\n<p>The client onboarding process sets the tone for the entire client relationship. It helps financial institutions make a positive first impression and build <a href=\"https:\/\/userpilot.com\/blog\/user-trust\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer trust<\/a> from the get-go.<\/p>\n<p>Moreover, effective onboarding helps companies<strong> meet compliance requirements,<\/strong> like Anti-Money Laundering (AML) checks. This reduces the risk of fraud and helps prevent legal issues.<\/p>\n<p>By digitizing and automating the onboarding process, you can also <strong>improve operational efficiency, reduce manual errors, and reduce the load on your staff<\/strong>. So that they can focus on higher-value tasks.<\/p>\n<p>The best part?<\/p>\n<p>A streamlined onboarding process <strong><a href=\"https:\/\/userpilot.com\/blog\/improve-customer-satisfaction-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">enhances customer satisfaction<\/a> <\/strong>by making it easier for clients to understand and access financial products and services.<\/p>\n<p>Such a <a href=\"https:\/\/userpilot.com\/blog\/positive-customer-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">positive customer experience <\/a>can lead to <strong><a href=\"https:\/\/userpilot.com\/blog\/customer-loyalty-and-retention\/\" target=\"_blank\" rel=\"noopener noreferrer\">increased retention and loyalty<\/a><\/strong>, and encourage clients to explore additional offerings, driving<a href=\"https:\/\/userpilot.com\/blog\/account-expansion-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"> <strong>account expansion<\/strong><\/a>.<\/p>\n<h2 id=\"2867r\">What are the main challenges of customer onboarding processes in financial institutions?<\/h2>\n<p>Financial institutions face a number of challenges when <a href=\"https:\/\/userpilot.com\/blog\/best-onboarding-experiences\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding <\/a>their customers:<\/p>\n<ul>\n<li><strong>Regulatory compliance<\/strong>: As a highly regulated industry, you have to stay compliant with all regulations. Understanding and maintaining these requirements throughout the onboarding process is crucial.<\/li>\n<li><strong>Data quality and accuracy<\/strong>: Poor data can pose significant risks to your financial institution, so it&#8217;s important to implement robust collection and verification processes.<\/li>\n<li><strong>Legacy systems<\/strong>: Outdated systems can hinder onboarding efficiency, and modernizing your <a href=\"https:\/\/userpilot.com\/blog\/tech-stack\/\" target=\"_blank\" rel=\"noopener noreferrer\">tech stack<\/a> can be costly.<\/li>\n<li><strong>Data security<\/strong>: Banks are prime targets for fraud. Integrating robust security and fraud detection measures into your onboarding procedures can be complex.<\/li>\n<\/ul>\n<h2 id=\"cipu4\">A step-by-step guide to client onboarding in financial institutions<\/h2>\n<p>Here&#8217;s our 6-step onboarding process that you can use in your financial product.<\/p>\n<h3 id=\"6b291\">Step 1: Simplify the account opening process<\/h3>\n<p>As a financial company, you need to collect a lot of information about new customers. I get it.<\/p>\n<p>The key here is to collect only the details essential to open the account. Otherwise, you\u2019ll create excessive <a href=\"https:\/\/userpilot.com\/blog\/friction-points\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction <\/a>that may put users off.<\/p>\n<p>Remember: You can always collect additional details once the user is inside the product.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/monzo-create-client-onboarding-process-financial-services_92ee0b4ff8404e6124625eda9c924a01_800.png 1x, https:\/\/images.storychief.com\/account_6827\/monzo-create-client-onboarding-process-financial-services_92ee0b4ff8404e6124625eda9c924a01_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/monzo-create-client-onboarding-process-financial-services_92ee0b4ff8404e6124625eda9c924a01_800.png 1x, https:\/\/images.storychief.com\/account_6827\/monzo-create-client-onboarding-process-financial-services_92ee0b4ff8404e6124625eda9c924a01_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/monzo-create-client-onboarding-process-financial-services_92ee0b4ff8404e6124625eda9c924a01_800.png\" alt=\"How to create client onboarding process in financial services: Simplify the sign-up process. Source: Monzo\" \/><\/picture><figcaption>How to create a client onboarding process in financial services: Simplify the sign-up process. Source: Monzo.<\/figcaption><\/figure>\n<h3 id=\"3nuar\">Step 2: Automate the digital identity verification<\/h3>\n<p>One of the areas that can slow down the onboarding process is identity verification.<\/p>\n<p>Fortunately, some tools can streamline the process.<\/p>\n<p><small>For example, Jumio and Onfido allow you to verify your customer ID online, ID.me and iProove provide biometric verification services while FaceTec can help you ensure that the person is physically present and not scanning their photo.<\/small><\/p>\n<p>All you have to do is integrate them seamlessly into your onboarding process. Your engineers should help you hook them up to your<a href=\"https:\/\/userpilot.com\/blog\/best-onboarding-software-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\"> onboarding tool<\/a> through APIs or webhooks in no time.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-webhooks-create-client-onboarding-process-financial-services_3c5ff23a6e7eefe08cbaf782f877c26e_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-webhooks-create-client-onboarding-process-financial-services_3c5ff23a6e7eefe08cbaf782f877c26e_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-webhooks-create-client-onboarding-process-financial-services_3c5ff23a6e7eefe08cbaf782f877c26e_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-webhooks-create-client-onboarding-process-financial-services_3c5ff23a6e7eefe08cbaf782f877c26e_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/userpilot-webhooks-create-client-onboarding-process-financial-services_3c5ff23a6e7eefe08cbaf782f877c26e_800.png\" alt=\"Userpilot webhook builder\" \/><\/picture><\/figure>\n<h3 id=\"fnpki\">Step 3: Welcome users in-app<\/h3>\n<p>When the user logs into your product for the first time, welcome them by triggering a <a href=\"https:\/\/userpilot.com\/blog\/welcome-screen-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome screen<\/a>.<\/p>\n<p>Or a <a href=\"https:\/\/userpilot.com\/blog\/welcome-survey\/\" target=\"_blank\" rel=\"noopener noreferrer\">welcome survey<\/a> to collect the additional data needed to <a href=\"https:\/\/userpilot.com\/blog\/saas-personalized-user-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">personalize their user experience<\/a>.<\/p>\n<p>For example, you can ask them about their use cases and link the responses to <a href=\"https:\/\/userpilot.com\/blog\/onboarding-flow-best-practices\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding flows<\/a> that walk them through the features they need to achieve their goals.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/branched-onboarding-create-client-onboarding-process-financial-services_7e22db28f942725606c1ed0fc5364244_800.png 1x, https:\/\/images.storychief.com\/account_6827\/branched-onboarding-create-client-onboarding-process-financial-services_7e22db28f942725606c1ed0fc5364244_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/branched-onboarding-create-client-onboarding-process-financial-services_7e22db28f942725606c1ed0fc5364244_800.png 1x, https:\/\/images.storychief.com\/account_6827\/branched-onboarding-create-client-onboarding-process-financial-services_7e22db28f942725606c1ed0fc5364244_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/branched-onboarding-create-client-onboarding-process-financial-services_7e22db28f942725606c1ed0fc5364244_800.png\" alt=\"A branched onboarding welcome screen created in Userpilot\" \/><\/picture><figcaption>How to create a client onboarding process in financial services: Greet customers with a welcome screen created in <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"34ghh\">Step 4: Guide them to their goals with a personalized onboarding checklist<\/h3>\n<p>When it comes to digital client onboarding in digital products, <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-checklist-tips\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklists <\/a>are probably the best tool for the job.<\/p>\n<p>Why?<\/p>\n<p>First, they give the onboarding process a structure. They take users through the <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-process-flow-chart\/\" target=\"_blank\" rel=\"noopener noreferrer\">process step by step<\/a>, which reduces the risk that they miss an important step. Which could potentially have grave ramifications.<\/p>\n<p>Secondly, they rely on strong <a href=\"https:\/\/userpilot.com\/blog\/progress-bar-psychology\/\" target=\"_blank\" rel=\"noopener noreferrer\">psychological processes<\/a> to drive user behaviors. People are wired to follow checklists and find it difficult to focus on other tasks before they complete the tasks you&#8217;ve set out for them.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/checklist-create-client-onboarding-process-financial-services_e18ed27c3e862f1d616c639fbf515dd8_800.png 1x, https:\/\/images.storychief.com\/account_6827\/checklist-create-client-onboarding-process-financial-services_e18ed27c3e862f1d616c639fbf515dd8_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/checklist-create-client-onboarding-process-financial-services_e18ed27c3e862f1d616c639fbf515dd8_800.png 1x, https:\/\/images.storychief.com\/account_6827\/checklist-create-client-onboarding-process-financial-services_e18ed27c3e862f1d616c639fbf515dd8_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/checklist-create-client-onboarding-process-financial-services_e18ed27c3e862f1d616c639fbf515dd8_800.png\" alt=\"How to create client onboarding process in financial services: Use personalized onboarding checklists\" \/><\/picture><figcaption>How to create a client onboarding process in financial services: Use personalized onboarding checklists.<\/figcaption><\/figure>\n<h3 id=\"afpna\">Step 5: Provide necessary resources for the self-serve customer onboarding process<\/h3>\n<p>In addition to the onboarding flows, provide customers with <a href=\"https:\/\/userpilot.com\/blog\/self-serve-onboarding-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">self-service<\/a> support resources.<\/p>\n<p>In this way, they can access assistance whenever they need it and without interacting with support agents. This reduces the time needed to resolve the issue and minimizes the disruption.<\/p>\n<p>It also reduces the strain on the <a href=\"https:\/\/userpilot.com\/blog\/customer-scaling-customer-support\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer support<\/a> team. As a result, they can better serve customers with complex problems they can&#8217;t tackle alone.<\/p>\n<p>What<a href=\"https:\/\/userpilot.com\/blog\/customer-self-service-portals\/\" target=\"_blank\" rel=\"noopener noreferrer\"> self-service<\/a> resources can you offer?<\/p>\n<p>An AI-powered <a href=\"https:\/\/userpilot.com\/blog\/chatbots-vs-knowledge-bases\/\" target=\"_blank\" rel=\"noopener noreferrer\">chatbot <\/a>and a <a href=\"https:\/\/userpilot.com\/blog\/in-app-resource-center\/\" target=\"_blank\" rel=\"noopener noreferrer\">resource center<\/a> with <a href=\"https:\/\/userpilot.com\/blog\/knowledge-base\/\">a knowledge base<\/a>, product documentation, how-to guides, and <a href=\"https:\/\/userpilot.com\/blog\/video-tutorials\/\" target=\"_blank\" rel=\"noopener noreferrer\">video tutorials <\/a>are more than enough.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center-create-client-onboarding-process-financial-services_35157e246ec4b8f6aad935f46ac33b7c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/resource-center-create-client-onboarding-process-financial-services_35157e246ec4b8f6aad935f46ac33b7c_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center-create-client-onboarding-process-financial-services_35157e246ec4b8f6aad935f46ac33b7c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/resource-center-create-client-onboarding-process-financial-services_35157e246ec4b8f6aad935f46ac33b7c_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/resource-center-create-client-onboarding-process-financial-services_35157e246ec4b8f6aad935f46ac33b7c_800.png\" alt=\"How to create client onboarding process in financial services: provide self-service support with Userpilot\u2019s resource center\" \/><\/picture><\/figure>\n<h3 id=\"2u5l5\">Step 6: Analyze user behavior and optimize the digital customer onboarding process<\/h3>\n<p>No onboarding process is perfect. And as user needs change, so should your onboarding.<\/p>\n<p>To make informed optimization decisions, use <a href=\"https:\/\/userpilot.com\/blog\/product-analytics-tools\/\">product analytics tools to<\/a> track <a href=\"https:\/\/userpilot.com\/blog\/customer-interactions-guide\/\" target=\"_blank\" rel=\"noopener noreferrer\">user interactions<\/a> with the onboarding flows and their behavior within the app.<\/p>\n<p>For example, by conducting <a href=\"https:\/\/userpilot.com\/blog\/funnel-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">funnel analysis<\/a>, you can find the stages in the onboarding process where users drop off. By optimizing the particular step, you can enhance the flow completion rate and, consequently, boost <a href=\"https:\/\/userpilot.com\/blog\/user-activation-benchmarks\/\" target=\"_blank\" rel=\"noopener noreferrer\">user activation<\/a>.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/analytics-create-client-onboarding-process-financial-services_f1b3afa7bf572af1cf01a2260b2ab4a2_800.png 1x, https:\/\/images.storychief.com\/account_6827\/analytics-create-client-onboarding-process-financial-services_f1b3afa7bf572af1cf01a2260b2ab4a2_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/analytics-create-client-onboarding-process-financial-services_f1b3afa7bf572af1cf01a2260b2ab4a2_800.png 1x, https:\/\/images.storychief.com\/account_6827\/analytics-create-client-onboarding-process-financial-services_f1b3afa7bf572af1cf01a2260b2ab4a2_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/analytics-create-client-onboarding-process-financial-services_f1b3afa7bf572af1cf01a2260b2ab4a2_800.png\" alt=\"Create Client Onboarding Process in Financial Services: Userpilot event analytics\" \/><\/picture><\/figure>\n<h2 id=\"au1j3\">Best practices for digital onboarding process in banking services<\/h2>\n<p>Now that you know how to organize the <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-process\/\">customer onboarding process<\/a>, let&#8217;s look at the <a href=\"https:\/\/userpilot.com\/blog\/product-onboarding-best-practices-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">best practices <\/a>for streamlining it and maximizing its impact.<\/p>\n<h3 id=\"8pa1s\">Create an omnichannel customer onboarding experience<\/h3>\n<p>When onboarding your customers, customize the process to the different channels that you use.<\/p>\n<p>For example, tailor the onboarding flows to the various devices on which users complete them. optimize them for the device type and ensure they cover the features that the user will use on a particular device.<\/p>\n<p>Take advantage of different communication channels and their unique strengths.<\/p>\n<p>For example, in-app flows are great for primary or<a href=\"https:\/\/userpilot.com\/blog\/secondary-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\"> secondary onboarding<\/a> but only when the customer logs into the product.<\/p>\n<p>If they don&#8217;t, you can send them email, text, or <a href=\"https:\/\/userpilot.com\/blog\/push-notifications-vs-in-app-notifications\/\" target=\"_blank\" rel=\"noopener noreferrer\">push notifications<\/a> and prompt them to complete tasks like ID verification or upload documents.<\/p>\n<p>Whatever channels you use, ensure a <a href=\"https:\/\/userpilot.com\/blog\/saas-personalized-user-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">consistent experience<\/a>. Ensure that branding and messaging are aligned across channels, consistently provide reliable information, and reflect your brand values.<\/p>\n<h3 id=\"9vcm4\">Meet customer expectations regarding your services effectively with interactive walkthroughs<\/h3>\n<p><a href=\"https:\/\/userpilot.com\/blog\/best-product-walkthrough-tools-2021\/\" target=\"_blank\" rel=\"noopener noreferrer\">Interactive walkthroughs <\/a>are sequences of <a href=\"https:\/\/userpilot.com\/blog\/in-app-messages\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app messages<\/a> that guide users through a process step by step. They&#8217;re made up of <a href=\"https:\/\/userpilot.com\/blog\/onboarding-ux-patterns\/\" target=\"_blank\" rel=\"noopener noreferrer\">UI patterns<\/a> called tooltips and driven actions and are used in onboarding to drive <a href=\"https:\/\/userpilot.com\/blog\/feature-adoption-101\/\" target=\"_blank\" rel=\"noopener noreferrer\">feature adoption<\/a>.<\/p>\n<p>For example, you could link them to the <a href=\"https:\/\/userpilot.com\/blog\/onboarding-checklist-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">checklist <\/a>tasks to provide user guidance on how to complete them. Or to help users <a href=\"https:\/\/userpilot.com\/blog\/improve-feature-discovery-product-adoption\/\" target=\"_blank\" rel=\"noopener noreferrer\">discover new or more advanced features<\/a>.<\/p>\n<p>By increasing the adoption of such features, you keep your users engaged and help them maximize the <a href=\"https:\/\/userpilot.com\/blog\/product-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">product value<\/a>.<\/p>\n<h3 id=\"fne01\">Gamify customer experience with incentives<\/h3>\n<p>Gamification makes the <a href=\"https:\/\/userpilot.com\/solutions\/user-onboarding-software\/\">user onboarding<\/a> more engaging and enjoyable.<\/p>\n<p>You can inject a little bit of fun into the process and motivate your customers through:<\/p>\n<ul>\n<li>Quizzes and knowledge checks.<\/li>\n<li>Challenges and rewards for completing them, like fee waivers.<\/li>\n<li>Points for completing tasks and leaderboards.<\/li>\n<li>Social sharing.<\/li>\n<li>Exclusive content or features that get unlocked as the user progresses.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/userpilot.com\/blog\/guide-to-customer-onboarding-in-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Customer onboarding <\/a>may be a serious matter for financial institutions, but it doesn&#8217;t mean it needs to be boring.<\/p>\n<h3 id=\"3f8qp\">Regularly measure and improve customer satisfaction with your product<\/h3>\n<p>To ensure that your product keeps delivering value to customers and offers a positive experience,<a href=\"https:\/\/userpilot.com\/blog\/collect-customer-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\"> gather their feedback<\/a>. And iterate on it.<\/p>\n<p>Here are a few ideas:<\/p>\n<ul>\n<li>Conduct an <a href=\"https:\/\/userpilot.com\/blog\/onboarding-survey-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding survey <\/a>2-3 days after sign-up.<\/li>\n<li>Run <a href=\"https:\/\/userpilot.com\/blog\/b2b-customer-satisfaction-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer satisfaction surveys<\/a> every 3-4 months.<\/li>\n<li>Send contextual surveys to measure satisfaction with specific features.<\/li>\n<li>Enable a feedback widget to collect <a href=\"https:\/\/userpilot.com\/blog\/active-vs-passive-customer-feedback\/\" target=\"_blank\" rel=\"noopener noreferrer\">passive feedback<\/a> and requests.<\/li>\n<li>Regularly interview existing and prospective customers to stay on top of their evolving needs and <a href=\"https:\/\/userpilot.com\/blog\/continuous-discovery-framework-teresa-torres\/\" target=\"_blank\" rel=\"noopener noreferrer\">discover new opportunities<\/a>.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-create-client-onboarding-process-financial-services_8bde8b3a489c214aa39719424c600587.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-create-client-onboarding-process-financial-services_8bde8b3a489c214aa39719424c600587.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/10\/survey-create-client-onboarding-process-financial-services_8bde8b3a489c214aa39719424c600587.gif\" alt=\"Create Client Onboarding Process in Financial Services: In-app survey created in Userpilot\" \/><\/picture><\/figure>\n<h2 id=\"12lmj\">What should you consider when choosing a financial services client onboarding solution?<\/h2>\n<p>When choosing an <a href=\"https:\/\/userpilot.com\/blog\/customer-onboarding-software-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding platform<\/a> for your financial product or service, consider these criteria:<\/p>\n<ul>\n<li><strong>Functionality<\/strong>: you need a tool to collect customer data via surveys, engage them across different channels, and <a href=\"https:\/\/userpilot.com\/blog\/data-analytics-trends\/\" target=\"_blank\" rel=\"noopener noreferrer\">analyze <\/a>their interactions.<\/li>\n<li><strong>Flexibility and scalability<\/strong>: choose one that you can adapt to your specific processes and that will support your growth as your needs increase.<\/li>\n<li><strong><a href=\"https:\/\/userpilot.com\/blog\/saas-pricing-models\/\" target=\"_blank\" rel=\"noopener noreferrer\">Pricing<\/a><\/strong>: the tool needs to fit your budget not only now but also in the future as your needs grow.<\/li>\n<li><strong>Integrations<\/strong>: to seamlessly embed it into your existing systems and sync data with third-party systems.<\/li>\n<li><strong>Robotic <a href=\"https:\/\/userpilot.com\/blog\/b2b-marketing-automation\/\" target=\"_blank\" rel=\"noopener noreferrer\">process automation<\/a><\/strong>: to automate routine tasks like document verification for increased efficiency and reduced error risk.<\/li>\n<li><strong>Compliance<\/strong>: the tool needs to be compliant with industry regulations and data protection standards.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>According to Userpilot&#8217;s SaaS Product Success Metrics Benchmark report, Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. We show you how to improve your onboarding and how Userpilot can help.<\/p>\n","protected":false},"author":24,"featured_media":231644,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[48],"tags":[306,547,169,5889,49,5965,51],"class_list":["post-231643","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-user-onboarding-category","tag-customer-onboarding","tag-customer-satisfaction-survey","tag-interactive-walkthroughs","tag-onboarding-checklist-template","tag-onboarding-experience","tag-self-service-software","tag-user-onboarding-experience"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Create Client Onboarding Process in Financial Services<\/title>\n<meta name=\"description\" content=\"Learn how to create a client onboarding process in financial services. Discover onboarding best practices and how to choose a platform.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create Client Onboarding Process in Financial Services\" \/>\n<meta property=\"og:description\" content=\"Learn how to create a client onboarding process in financial services. Discover onboarding best practices and how to choose a platform.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Thoughts about Product Adoption, User Onboarding and Good UX | Userpilot Blog\" \/>\n<meta property=\"article:published_time\" content=\"2024-08-23T00:51:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-03T10:21:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/08\/how-to-create-client-onboarding-process-in-financial-services_eea3e5a8d8bdc49b115c8e39495c6462_2000.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1876\" \/>\n\t<meta property=\"og:image:height\" content=\"1228\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Emilia Korczynska\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Emilia Korczynska\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/\"},\"author\":{\"name\":\"Emilia Korczynska\",\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/5796e18acd5548943b72c36d3469e61d\"},\"headline\":\"How to Create Client Onboarding Process in Financial Services\",\"datePublished\":\"2024-08-23T00:51:26+00:00\",\"dateModified\":\"2026-04-03T10:21:26+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/\"},\"wordCount\":1581,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/08\/how-to-create-client-onboarding-process-in-financial-services_eea3e5a8d8bdc49b115c8e39495c6462_2000.jpg\",\"keywords\":[\"customer onboarding\",\"customer satisfaction survey\",\"interactive walkthroughs\",\"onboarding checklist template\",\"Onboarding Experience\",\"self service software\",\"User Onboarding Experience\"],\"articleSection\":[\"User Onboarding\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/\",\"url\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/\",\"name\":\"How to Create Client Onboarding Process in Financial Services\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/create-client-onboarding-process-financial-services\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/08\/how-to-create-client-onboarding-process-in-financial-services_eea3e5a8d8bdc49b115c8e39495c6462_2000.jpg\",\"datePublished\":\"2024-08-23T00:51:26+00:00\",\"dateModified\":\"2026-04-03T10:21:26+00:00\",\"author\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/5796e18acd5548943b72c36d3469e61d\"},\"description\":\"Learn how to create a client onboarding process in financial services. 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