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 ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

VANCOUVER, BC, June 15, 2021 /CNW/ - Vancouver-based financial technology company Advisor Flow today announced a partnership with financial data company Flinks to give financial advisors a fully ...

Payments platform Stripe announced this week a new and improved onboarding flow for Express accounts. The payments leader reported that based on user feedback and analysis of thousands of Express ...

Babu Sivadasan is the Co-Founder and CEO of JIFFY.ai, a no-code AI platform that enables enterprises to create delightful user experiences. Deloitte’s recent research reveals that 86% of financial ...

After more than a decade in the food service industry, my sister-in-law Jessica knows a thing or two about onboarding from both sides of the table. “Onboarding typically means bringing a new employee ...

Advisor Flow's platform already provides powerful client onboarding features. Its onboarding questionnaire helps new clients get started with the right advisors in under 10 minutes. By pairing Flinks' ...