The August 2022 Aite-Novarica report Bank Priorities for Treasury Onboarding by Christine Barry examines how banks are enhancing onboarding processes to meet corporate client expectations and compete with fintechs. It identifies key priorities such as streamlining processes, improving communication, and offering faster, more transparent experiences. The report segments priorities by bank type, highlights gaps in current capabilities, and outlines both internal and external initiatives. It emphasizes the importance of technology investment, customer-centric design, and aligning onboarding strategies with evolving corporate needs to strengthen client relationships and drive revenue growth.

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