1. Creating A Warm Handoff Too often, after a client makes a software purchase, the sales team hands them off to the onboarding team without ensuring continuity. Instead, there should be a ...

HOBOKEN, N.J., July 30, 2024--NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management" solution in A-Team Group's ...

There's no faster way to derail a new client relationship than by having a piecemeal onboarding process. A well-thought-out onboarding helps to establish trust early.

TYSONS, Va., Dec. 04, 2019-- Appian today announced that independent analyst firm Aite Group has named Appian a“ Best-in-Class” vendor for financial services client life cycle management ...

Beyond operational efficiency, CDI enhances the client experience. In today’s competitive financial landscape, clients expect a smooth and seamless onboarding process and will seek alternatives ...

Beyond operational efficiency, CDI enhances the client experience. In today’s competitive financial landscape, clients expect a smooth and seamless onboarding process and will seek alternatives ...

Client onboarding assessment: Creating clarity before committing to change 02 March 2021 Be the first to comment Alistair Catto Managing Director ...

A moment ago, you thought onboarding this new client was a slam dunk. Now, you’re getting slammed with doubts about the actual status of open tasks and where the project falls on the timeline.

Aite Group, a global financial services industry and technology research and advisory firm, estimates spending on CLM solutions will increase from US$438.9 million in 2018 to US$720.5 million in ...