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 ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

Many companies, mine included, send personnel to meet new clients and host onboarding sessions in person. This is an exciting and pivotal time in a new business relationship; your team has poured ...

Client onboarding is to advisory relationships what the first date is to personal relationships. It’s the client’s first real interaction with you and your firm, and it sets the tone for the ...

As a small business owner, Liz understands the unique challenges entrepreneurs face. Well-versed in the digital landscape, she combines real-world experience in website design, building e-commerce ...

In this digital era, first impressions matter, especially when your potential clients are exploring options to manage their financial futures. The client onboarding process is the most critical ...

Faced with changing client demands and shifting market forces, Shine Lawyers embraces intelligent process automation to deliver customer-first experiences and reduce costs Shine was focused on ...