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Successful Client Onboarding - Take Out The Guesswork With The Right Metric

Successful Client Onboarding - Take Out The Guesswork With The Right Metric

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PREVIEW
Greg PalmerGreg PalmerVice President at Finovate

Greg Palmer has more than a decade of fintech experience working for Finovate, a fast-paced, demo-first showcase of the latest innovations and ideas in financial and banking technology. Greg is Finovate’s resident MC, hosting Finovate’s live events, podcast, and video pieces. He’s also an accomplished public speaking and demo coach.

These experiences have given Greg a unique bird’s-eye-view of the fintech industry as it has come to prominence. He’s seen thousands of demos and interviewed countless industry experts, watching not only individual innovations as they gain traction, but also the high-level trends that have shaped the industry. While he sometimes serves as a “fintech translator,” taking ideas and language from inside fintech and making it accessible to those “outside the bubble,” Greg’s true passion lies in pushing financial service providers to do more for the people all over the world who need new technologies to create a brighter financial future for themselves. A more diverse, inclusive, resilient financial ecosystem benefits everyone, and there’s nothing Greg likes more than providing a platform and a spotlight for fintech’s innovators and dreamers.

Rachel LyubovitzkyRachel LyubovitzkyCEO at Setuply

Lyubovitzky is a serial B2B enterprise entrepreneur, investor, and published author passionate about technology innovation.

David HannaDavid HannaCPA, Fractional CFO at DGH Advisors LLC

David Hanna, CPA, a long-term B2B Fintech entrepreneur, heads DGH Advisors, a boutique financial, corporate development, and consulting firm bringing decades of experience in SaaS, business start-ups, M&A, capital formation, accounting, and business process development. David holds accounting and MBA degrees from the University of South Dakota. He is passionate about sustainable fishing and serves on the board of Black Hills FlyFishers, a non-profit organization focused on enhancing the Black Hills area fisheries habitat.

Joshua RobinsonJoshua RobinsonOwner at CheckmateHCM Solutions

Joshua Robinson is the 2ndgeneration owner of CheckmateHCM Solutions. He is passionate about creating a workforce that is energetic, ambitious, and geared for growth. Developing a culture of innovation, where accountability and high performance are the keys to continuing success.

Checkmate’s purpose is to create a world where our clients can better realize their missions by providing them with efficient workforce management solutions supported by a motivated and engaged team of professionals. As President, one of his primary roles is to make sure that all of our staff has the skills, knowledge, tools, and resources to continuously move towards realizing this.

Chris EvensonChris EvensonManaging Partner at Nephele Consulting Services, LLC

Chris Evenson is a Managing Partner at Nephele Consulting Services, LLC, an B2B SaaS onboarding practice focusing on the human capital management markets. Chris brings decades of experience in Workforce Management industry. Chris holds BBA, Business Information Systems, and Business Administration degrees from the University of Wisconsin-Whitewater. Chris lives in Hartland, WI with two children, Anna and Landon. He enjoys many seasonal activities Wisconsin has to offer. In the winter you will find Chris on his Ski-doo. When the snow is gone Chris likes to hunt, ATV, golf and fish. Chris is active in the Delafield Lions Club and is Past Club President, Treasurer, and Secretary.

Description

Getting that signature on the contract is a great feeling reflecting weeks, months, or, sometimes, years of effort. However, this moment is only the beginning of the process of earning the confidence and realizing the mutual benefits for both parties. During the client onboarding process, you lay the foundation of trust with your customer, a crucial factor in client retention.

With a 77% customer retention rate*, optimizing the customer onboarding process is crucial. Improving your onboarding process without comprehensive data and insights is like navigating with no map. Establishing and keeping track of the right onboarding metrics is the key to accomplishing this.

Our group of talented onboarding expert panelists will discuss the best metrics to put in place to help deliver the optimal customer onboarding experience for your organization. We’ll start with a review of the most popular metrics. Panelists will share the best practices for introducing these metrics into your company and helping make the process tracking a sustainable operating practice. We’ll also share some helpful tips and resources to help you get started.

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