This process can bog down onboarding team members, who find themselves constantly chasing client employees for data to get the new system operational.

Alan Samuels sets out the benefits that Corporate Digital Identity (CDI) offers and explains how it can transform financial institutions ...

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 ...

Your client onboarding process is likely one of the most important tools in your business. It's how you communicate with clients and help them understand what to expect from working with you. A good ...

An Accounting business based in Perth, Australia is taking on a lot of new Clients. That’s good… but they weren’t doing a great job of onboarding ...

Spencer emphasizes that the onboarding process should be adaptable to each client's individual needs. "Every client's coming in with a specific reason why they're coming to talk to you," he says.

Creating a seamless onboarding process provides clients with an awesome first experience and prevents last-minute floundering. Here are some ideas to refine this process.

Retirement plan marketing expert Rebecca Hourihan lays out a winning strategy for new client onboarding.

Think of it as the unofficial handshake that ensures both you and the client are on the same page. A well-thought-out onboarding process is essential for any self-employed professional.