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 ...

A noticeable shift is underway as the CMO skill set is being called upon to deliver an experience that impresses customers and guides them as they start their journey. The Fast Company Executive Board ...

In between the sale of a product or service and the start of account management lies the “hand-off” part of the customer journey. We call this period of time “customer onboarding,” a process in which ...

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 ...

The onboarding experience is a pivotal moment in your customers’ journey. While your business has successfully converted a prospect at this stage, you’re still very much at risk of losing their ...

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 ...

According to HubSpot, happy customers are the top referral sources for companies. But turning a new client into a happy customer requires a successful customer onboarding strategy. If the experience ...

Engagement and customer experience make up 52% of the reasons customers leave in the first 90 days Respondents believe if the abandonment rate was reduced by 50%, it would increase customer ...

Opinions expressed by Entrepreneur contributors are their own. Imagine that you visit a store to buy a new smartphone. A seller quickly packs the gadget you have ...

The customer experience at the world’s biggest banks and fintech firms is undergoing a significant change. Because of technological advancements, account users may now not only transfer money online ...