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 Leena Iyar First ...

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 ...

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 ...

Everyone's familiar with the well-known saying: “You never get a second chance to make a first impression.” In business, this adage speaks volumes about the importance of that first, ever-important ...

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 ...

Opinions expressed by Entrepreneur contributors are their own. Every Software as a Service (SaaS) company has a make or break moment. And it’s called customer onboarding. How your team onboards new ...

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, ...

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 ...

Putting extra effort into customer onboarding pays off in the long-term for retention efforts. A major challenge for companies at any time is retention, but it's currently top of mind as revenues are ...

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 ...