Commissions do not affect our editors' opinions or evaluations. The customer onboarding experience is how you take a new customer from the sales process to delivering what was sold to them.

Tomer Guriel is the Co-Founder and CEO of ezbob - a propriatery Core Lending Platform enabling banks to migrate to digital services. Think about this: Your clients enter a bank to open an account ...

Onboarding new customers is a crucial part of any business, and critical to the lifetime value of the customer. Do it right, and you’re a hero, do it wrong, and you risk becoming a meme.

But it might not yet be enough. A recent report by Kyckr entitled "The State of Corporate Banking Customer Onboarding 2020" asked corporate customers about their experience in opening a bank ...

It’s not – unless those fintechs can learn some lessons from established firms about customer onboarding. Those lessons ultimately come down to the marriage of process automation and a data ...

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 ...

At its core, Rocketlane pitches itself as a “system of record” for everything that happens around a new customer’s onboarding. It replaces various generic collaboration, communication ...

We decreased customer churn at Heyday from 8.5% to 3.3% just by changing our onboarding flow. Here are the steps you can follow, with examples from our own onboarding experience. After a few ...

Putting extra effort into customer onboarding pays off in the long-term for retention efforts. A major challenge for companies at any time is retention, but it's currently top of mind as revenues ...