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 ...

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 ...

HR leaders need to internalize that marketing to employees is an ongoing process, not something that stops after onboarding.

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

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 ...

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 ...

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 ...

5 Steps to Virtually Onboarding a New Client Keep what works, just do it digitally. EXPERT OPINION BY MARIA HAGGERTY, CEO, DOTCOM DISTRIBUTION @ MHAGGERTYCEO Oct 28, 2020 Getty Images ...