The importance of risk assessment in onboarding
Being able to accurately assess risks when onboarding new clients is an essential part of …
Onboarding
Protecting client data during onboarding
Many businesses collect sensitive data from their clients during the onboarding process, such as passport …
Why do you need a sales proposal?
A sales proposal is a paper or digital document, designed to promote your products or services …
The Importance of Opportunity Development
There are many layers to client onboarding and peeling back those layers is crucial to …
How Accountancy Firms Can Perfect The Client Onboarding Experience
Without the right systems and processes in place, client onboarding can be challenging and time …
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Accountants – How Well Do You Use Technology to Onboard New Clients?
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 »
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients
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 »
Client Onboarding: First Impressions Count!
Is your client onboarding experience slow and inconsistent? First impressions count! You don’t get a …
By No Means Take Client Satisfaction Surveys For Granted!
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 »
