5 Ways To Succeed Without Online Account Opening Tools

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Financial institutions of all sizes are rapidly adopting online account opening. It’s definitely where everyone is headed, but right now it may be beyond the reach of some smaller banks and credit unions. If you’re one of those institutions, here are a variety of tactics that can still provide similar convenience to consumers.

By Langdon Andrews, VP/Marketing at

1. Online Forms

Online Forms get customers started on the application process and many customers find online forms easier than printing and filling out a PDF. Online forms can also be easily added to most websites at reasonable cost. in Indiana collects product and information on which is then sent to a bank representative who will work with the customer to complete the process.

2. Online Switch Kits

Why use an online switch kit rather than forms that a customer can print out? Online forms mean the customer can type in the information, then simply send it over to the bank. Some customers appreciate not having to fill out a form by hand or wait in the branch while a customer service representative fills out their form. uses a very intuitive to get the process started with their customers.

3. Clear Calls to Action

Calls-to-action like “Open Now,” “Apply Now” or “How to Open” that clarify the next step in a process may seem obvious, but many financial institutions struggle with these. Make sure that all product pages have prominent calls to action that link to information on how to the institution or how to open an account. The product page is a great example of a clear call to action that gets customers to the information that they need.

4. Calls-to-Action in the Main Navigation

Should anything be easier to find on your website than Open An Account? Not surprisingly, analytics show that customers frequently use the main navigation buttons to open a new account or apply for a loan. Poke around and you’ll see prominent calls to action in the main navigation that make it easy for customers to get started.

5. Simplify the Buying Process with ‘Account Choosers’

Make it easy for potential customers to find the products that will best meet their needs. Account Choosers provide product recommendations based on the customers answer to questions about themselves. Usually they ask a few simple questions, but can be built to handle more complex product selection. Bank of the Sierra provides that guides customers to appropriate checking account with just a couple of questions.

Even if your website doesn’t have the latest account opening technology, customers are always attracted to convenience and simplicity. Focus on providing an exceptional buying experience. Make it easy to become a customer, and you will remain competitive with institutions offering all the latest website tools.


a Vice President at a branding and advertising agency specializing in financial institutions. Pannos Winzeler Marketing is an integrated digital and traditional marketing company that specializes in community financial institutions. We help our clients stay relevant and find new success with powerful brands, innovative marketing strategies, and websites that sell.

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