10 Website Mistakes to Avoid to Drive Online Applications
-
Upload
andera-a-bottomline-technologies-company -
Category
Economy & Finance
-
view
59 -
download
1
description
Transcript of 10 Website Mistakes to Avoid to Drive Online Applications
![Page 1: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/1.jpg)
1
10 Website Mistakes to Avoid to Drive More Online Applicants
![Page 2: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/2.jpg)
10 Website Mistakes to Avoid to Drive More Online Applicants
September 6, 2012Featuring Laurie McLachlan, VP Marketing
![Page 3: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/3.jpg)
3
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
![Page 4: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/4.jpg)
4
2004 2005 2006 2007 2008 2009 2010 2011 2012
2 10 2337
5882
111143
193
232260
358379
443
508 520550
• 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
![Page 5: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/5.jpg)
5
What We DoWe simplify deposit account and loan origination online, in branches, out in the field, and over the phone.
40+Integrations
550+Clients
![Page 6: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/6.jpg)
6
Today’s Focus
Design
Advertise
Sell
Convert
![Page 7: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/7.jpg)
The Goalo Maximize the % of qualified visitors
who click to apply online.
7
Website Online Application
![Page 8: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/8.jpg)
Online Account Opening Funnel8
![Page 9: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/9.jpg)
9
Our Approach
1. Focus on overcoming barriers. 2. Keep it simple.3. Avoid more subjective areas.
![Page 10: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/10.jpg)
10
10 Point Scoring System
Yes, met criteria: 1 pointNo, did not meet criteria: 0 points
![Page 11: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/11.jpg)
Sample Report Card11
![Page 12: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/12.jpg)
Sell the Benefits
12
ABC
![Page 13: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/13.jpg)
Be Clear About Key Features
13
![Page 14: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/14.jpg)
Make it Available
o Online bankingo Home pageo Product pages
14
![Page 15: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/15.jpg)
Make it Obvious
![Page 16: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/16.jpg)
Provide a Smooth Transition
o Working linkso No speed bump
warningAnyBank
Anybank
Anybank
Anybank
Anybank
Anybank
![Page 17: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/17.jpg)
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."
![Page 18: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/18.jpg)
Reassure Them
Use branded urls
![Page 19: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/19.jpg)
Keep Them Focused
![Page 20: 10 Website Mistakes to Avoid to Drive Online Applications](https://reader033.fdocuments.us/reader033/viewer/2022061214/549966dfb479595e1e8b4598/html5/thumbnails/20.jpg)
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]