Chris Farrell, founder and former CEO of expense reporting software company Tallie, has joined a new client onboarding software venture, Liscio, as chief operating officer. Liscio is the brainchild of ...

We often observe that even the most mature and established B2B solution providers can fall into a common pitfall: hyper-personalization of the onboarding experience, compensating for the lack of a ...

In today’s fast-moving, digital-first accountancy environment, knowing exactly who is behind a signature or transaction is essential. Yet, in the ...

DRAPER, Utah--(BUSINESS WIRE)--After creating and leading the category of Client Onboarding software, GuideCX®, the world’s No. 1 SaaS solution for customer onboarding and implementation, announced a ...

Many companies, mine included, send personnel to meet new clients and host onboarding sessions in person. This is an exciting and pivotal time in a new business relationship; your team has poured ...

“One thing we’ve gotten much better at as a firm — and I think the technology itself is helping because it’s even more compelling — is speeding up the adoption,” said Andy Sieg, president of Merrill ...

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

Mike Beckley, co-founder and chief technology officer of Appian, seen speaking at the Appian Sales Kick Off last month in Orlando, Florida. "People are being forced to do more with less," he says in ...

Software programs can help registered investment advisors and financial advisors run their businesses more efficiently. From tracking and analyzing data to generating reports to financial planning, ...

If your Net Promoter Score (NPS) score is low, your brand loyalty is hurting; or if you’re seeing customers transition to competitors, then your software onboarding process could be the culprit. The ...

No matter what industry you operate in, earning the trust of prospects and clients is essential if you want your business to be a success. While most entrepreneurs focus on gaining a prospect’s trust ...

LAS VEGAS--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), a global provider of enterprise software products and services, the leading third-party support provider for Oracle and SAP software ...