The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brad Rosenfeld The role ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

Companies can never get stagnant on improving their customer experience. Yet too often, good customer service may focus solely on having more positive face-to-face interactions instead of addressing ...

What Is Customer Onboarding In SaaS? Customer onboarding in SaaS means acquainting new users with products/services on offer. It is all about showing them the ropes, providing them the tools they need ...

Summit Ghimire is the founder of Outpace, an SEO agency. He helps businesses from startups to Fortune 500 exceed their revenue goals. Operating a small business requires a skill set often reserved for ...

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 or ...

If the customer lifecycle is a performance, the onboarding process is the opener. If the opener doesn’t catch your attention, you don’t want to stay for the show. For many financial institutions, ...

Modern technology and digital behaviors have conspired to create a new generation of banking customers where easy has become the new loyal. Customers get that first impression about your bank during ...

When the economy is tight, financial institutions are faced with several mutually-reinforcing challenges. The temptation for bad action on the part of customers increases. This creates increased ...

For a lot of companies, onboarding new customers isn’t a regular part of the conversation. Many just leave it to their salespeople, which means your sales team is likely either dumping your customers ...

On the 22 November 2022, the European Banking Authority (“EBA”) published its final Guidelines on the use of remote customer onboarding solutions for credit and financial institutions (the “Remote ...