We all know that “one size does not fit all,” and onboarding is no exception. It is self-evident that a one-size-fits-all solution is ineffective. The onboarding process for a simple retailer differs from the process for an institutional banking system, as well as the process for a commercial retailer. Customer onboarding has never been a […]
Future of customer onboarding in financial institutions Read More »
Onboarding or new product origination is always a challenging and time taking process. Now, stop guessing what your customers want because now we can help you out. See exactly how to analyze your loan onboarding process and the top measurable KPIs for it. Understanding their mindset and increase your conversion rate with them and discover
Time to analyze your Loan onboarding process – 5 Metrics and KPIs to Look for Read More »
Getting started with a new business is always exciting; however, obtaining the funding to induce your startup off the bottom is often disagreeable. Now here the question that arises is how to choose a loan origination software for your business? It’s quite confusing isn’t it don’t worry we are here to help you out with
Loan origination software: 7 important Features to look for making your choice Read More »
The shifts brought on by technology have prompted several companies to undergo a digital transition. By digitization, companies are able to streamline operations and take action to find new opportunities.One thing that has improved in the customer success sector is digital client onboarding. After March 2020, several markets have undergone dramatic shift owing to the
How to : Revamp Digital Client Onboarding Experience Read More »
What is Onboarding? Now the exact steps and process of digital onboarding differ in case of various scenarios, but the jest is, the word “Onboarding” dines the steps of verifying the credentials of the user base, be it customers of a bank or employees in a company. For simplicity, lets define the term with respect
Digital Onboarding and its Importance Read More »
