Client onboarding remains one of the most critical aspects of any sales cycle. While many strive for an integrated, seamless onboarding process, most financial services companies have to agree that it is still laborious and/or requires manual intervention. A swift, intuitive and all-inclusive onboarding process will not only guarantee a happy client, but also greatly […]
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Could electronic applications be the key?
In this series of blog posts we are talking about onboarding customers. We believe that the customer’s experience should be considered a key strategy in elevating your company above the competition. The onboarding approach is a critical component of this strategy, as a special onboarding experience cements your relationship with the client’s. We specifically concentrate […]
Read moreShould application forms be taboo?
Using an application form to obtain client details is still the most common form of onboarding. This is how it was done for the past few decades and we will still need to submit these for a little longer, but change is already in the air. And the reasons why are obvious. Firstly, this approach […]
Read moreWhy you should reconsider your client onboarding
Onboarding, which literally means taking someone on board, has become a buzz word in the last year or two and it is quite peculiar that it hasn’t made an appearance in our major dictionaries yet. The word onboarding is used for hiring new personnel as well as registering new clients. Client onboarding implies going through […]
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