Open more accounts. Lose fewer customers.

Customer confidence starts with clarity

Digital onboarding is make-or-break. But if you're relying on assumptions or outdated insights, you're leaving success up to chance.

Banks spend over $300 per acquired account, yet up to 68% of applicants abandon the process. Without understanding why, you're risking revenue, trust, and competitiveness.

From friction to conversion: optimizing digital bank account opening with customer insights
Customer Story Teaser Images. Images are used in the cards on the Customer Story Listing Page.

Here’s how T. Rowe Price turned insight into impact

Facing a 37% drop-off at the very first step of its account opening process, T. Rowe Price used UserTesting to uncover the issue—users wanted more clarity up front. Within hours, they made targeted updates that improved conversions and built internal confidence in their digital strategy.

Design experiences that deliver

UserTesting empowers financial institutions to launch onboarding flows that convert. With real customer feedback and tools like QXscore, your team can validate designs, identify friction, and iterate with confidence—before going live.

Photo of 3 people at a glass wall using post-it notes to map out the customer journey

Ready to reduce drop-offs and drive conversions?

Connect with us for a guided walkthrough and discover how UserTesting can transform your onboarding.