When selecting an AI platform for customer onboarding, banks should first identify their unique needs. Hosting an internal workshop with stakeholders from compliance, ...

Onboarding is the first introduction to your agency that a new client gets. It’s your first chance to make an impression — and if you don’t have it down, you might come across as unprofessional.

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 ...

This is one aspect of the onboarding process that banks can reassess and improve to provide a better customer experience. 2. Not Needing to Go to a Physical Location ...

In fact, according to PWC, the customer onboarding process plays a significant role in the overall customer experience—with CX being one of the deciding factors for 73% of users.

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 ...