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Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
In today’s digitized world, banks are offering their applicants the use of online channels to receive information on their accounts and keep track of their finances.
When applying for a loan, applicants usually reach out to the bank via the official website or mobile application as a first step to explore available options and evaluate their fit. Tailoring the right loan quickly and easily can make the difference between an engaged customer and one who turns to another lender. Allowing the applicant to start the loan application journey online, providing initial information to the bank, creates an opportunity to offer relevant information and capture the applicant interest in real time. However, in some cases this process is abandoned midway, leaving the application information incomplete. To ensure such opportunities aren't left unaddressed, banks need to connect the online experience with CRM to ensure follow-through.