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by Setuply

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

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

About the speakers
  • Greg Palmer
    Greg Palmer
    Vice 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 Lyubovitzky
    Rachel Lyubovitzky
    CEO at Setuply
    Lyubovitzky is a serial B2B enterprise entrepreneur, investor, and published author passionate about technology innovation.
  • David Hanna
    David Hanna
    CPA, 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 Robinson
    Joshua Robinson
    Owner 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 Evenson
    Chris Evenson
    Managing 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.

Key takeaways