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 ...

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 ...

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 ...

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 ...

For tech brands, the customer onboarding experience is crucial for maximising customer revenue and cutting churn. This practical, 22 page guide will show you how to plan, execute and optimise a ...

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 ...

Striking a balance between customer experience (CX) and regulatory compliance often creates more friction for organizations regarding customer onboarding and maintaining existing relationships. As ...

In every leadership team meeting and board meeting I’ve ever attended, the conversation inevitably circles back to the same set of metrics: annual recurring revenue (ARR), churn, customer acquisition ...

Word of mouth is the primary factor behind 20 to 50 percent of all purchasing decisions. That simple fact underscores the importance of customer onboarding. If done well, you’ll create loyal brand ...

This is Part 2 of an ongoing series. You can read Part 1 here: "Designing a Winning User Onboarding Experience" Ever bought a gadget and skipped the manual to dive right in? That's the user behavior ...