The importance of risk assessment in onboarding
Being able to accurately assess risks when onboarding new clients is an essential part of …
Being able to accurately assess risks when onboarding new clients is an essential part of …
Many businesses collect sensitive data from their clients during the onboarding process, such as passport …
A sales proposal is a paper or digital document, designed to promote your products or services …
There are many layers to client onboarding and peeling back those layers is crucial to …
Without the right systems and processes in place, client onboarding can be challenging and time …
How Accountancy Firms Can Perfect The Client Onboarding Experience Read More »
Client onboarding is an essential part of establishing an effective relationship with your client and …
Accountants – How Well Do You Use Technology to Onboard New Clients? Read More »
CRM is the natural place for onboarding clients because it is the one place that …
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients Read More »
Is your client onboarding experience slow and inconsistent? First impressions count! You don’t get a …
Many progressive professional accounting and CPA firms are seeing huge value from introducing NPS (Net …
By No Means Take Client Satisfaction Surveys For Granted! Read More »
Finalist for software Innovation of the year 2019