Your onboarding process: a competitive advantage, or your downfall?

In 2010, an independent study revealed that only 30% of firms saw an efficient client onboarding process as a competitive advantage. How times have changed in just ten years! Today, according to leading research giant Wyzowl, 63% of all customers consider a company’s onboarding process when making a purchasing decision. And, as customers demand a […]

White Paper: Building a Digital Onboarding Process that Wins Any Client

Onboarding clients is the very first step in a firm’s retention process: the initial interaction between customer and brand which sets the stage for all future communication. A poorly designed onboarding process will create unfavourable results, dramatically affecting profits and reputation. This white paper gives an overview of what client onboarding is and how it […]