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10 Website Mistakes to Avoid to Drive More Online Applicants
10 Website Mistakes to Avoid to Drive More Online Applicants
September 6, 2012Featuring Laurie McLachlan, VP Marketing
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HelloWe’re glad you’re here! We’ll start soon. A video of this presentation will be sent to you next week.
Email questions to: [email protected]
While you’re waiting, register for our next webinar:
“How to Deal with Thin Credit Files Online”Wed September 19, 2012 2:00 PM - 3:00 PM EDThttp://bit.ly/thincreditfiles
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• Financial software company
• 550+ customer institutions
• Over 90 employees• Based in Providence, RI; offices also in San Francisco and New York
Who We Are
Cust
omer
s
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What We DoWe simplify deposit account and loan origination online, in branches, out in the field, and over the phone.
40+Integrations
550+Clients
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Today’s Focus
Design
Advertise
Sell
Convert
The Goalo Maximize the % of qualified visitors
who click to apply online.
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Website Online Application
Online Account Opening Funnel8
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Our Approach
1. Focus on overcoming barriers. 2. Keep it simple.3. Avoid more subjective areas.
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10 Point Scoring System
Yes, met criteria: 1 pointNo, did not meet criteria: 0 points
Sample Report Card11
Sell the Benefits
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ABC
Be Clear About Key Features
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Make it Available
o Online bankingo Home pageo Product pages
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Make it Obvious
Provide a Smooth Transition
o Working linkso No speed bump
warningAnyBank
Anybank
Anybank
Anybank
Anybank
Anybank
Speed Bumps Not Required
FDIC provides this guidance: "Financial institutions should use clear and conspicuous webpage disclosures to explain their limited role and responsibility with respect to products and services offered through linked third-party websites.“
However…"This guidance …does not apply to operational links from a financial institution's website to a third party service provider that is providing services on behalf of the financial institution, e.g., a link to the institution's Internet banking service provider."
Reassure Them
Use branded urls
Keep Them Focused
Questions and Wrap Up
Register for our next webinar:“Dealing With Thin Credit Files”Wed, Sep 19, 2012 2:00 PM - 3:00 PM EDT http://bit.ly/thincreditfiles
Additional questions:[email protected]
