In fact, according to PWC, the customer onboarding process plays a significant role in the overall customer experience—with CX being one of the deciding factors for 73% of users.

3. You haven’t defined your customer’s lifecycle. Your customer came to you because they thought you and your people were the experts. They don’t have time to figure out your process.

Why Automate Onboarding. Automating the customer onboarding process addresses common challenges, such as customers needing help with complicated setups and failing to fully utilise a system, often ...

The report highlights the evolution of customer onboarding from a functional process to a strategic cornerstone of business success. It provides a look into current challenges and offers ...

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

Meanwhile, only 3% of banks’ marketing teams consider the customer onboarding process to be seamless. In the Americas, this figure is 6%, while in APAC it is 2%, and in Europe it is 1%.

SAN MATEO, Calif., Jan. 27, 2025 /PRNewswire/ -- Rocketlane, the leading customer onboarding and PSA (professional services automation) platform, today announced the release of its annual State of ...