In an increasingly competitive and congested financial services industry, improving the customer onboarding experience is vital for those serious about growth.

In this modern era, everything can be streamlined without taking stress out of work. A modern solution is the need of the hour in any sector, especially business, where the need to implement unique ...

However, customer onboarding processes continue to present meaningful challenges for advisors due to high volumes of paperwork and manual processes and workflows that compromise productivity and ...

SAN MATEO, Calif., Jan. 27, 2025 /PRNewswire/ -- Rocketlane, the leading customer onboarding and PSA (professional services automation) platform, today announced the release of its annual State of ...

B2B brands may be effective on the marketing front end. But they have a problem once they have attracted new customers: onboarding them, according to The Future of Customer Onboarding 2025, a study by ...

Onboarding remains a resource-intensive, multi-step process plagued by delays, errors, and frustration for both businesses and their clients. For more information about the study and to access the ...

HSBC, a financial services brand, increased email open rates among UK customers by launching a three-month onboarding journey that delivered emails and visuals to make them feel at home. HSBC UK ...