The Problem

Financial institutions are increasingly relying upon third-party account opening systems to allow customers to open accounts online.  Unfortunately, this system is long and complex, and many customers abandon the process and leave the site without opening an account, meaning that you have lost their business.  On top of that, these third-party models do not have any way to allow you to see how that customer found your services, or how to track them to follow up on their interest.

However, it doesn’t have to be this way.  Read on to learn how inSegment has developed LeadTrack to track and follow up with these potential new customers.

Our Solution




  • $1 billion in revenue is lost due to client abandonment of online account open process
  • Third-party account opening systems do not provide any information as to which sources deliver users that are motivated to open accounts