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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 ...

Onboarding can be a challenging time for your customer. They’re essentially in limbo, waiting to see value from your product so they can know they made the right decision to work with you. Before they ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Onboarding is the process by which a prospective customer’s ...

In an increasingly competitive and congested financial services industry, improving the customer onboarding experience is vital for those serious about growth. With it costing on average five times ...

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 ...