customer onboarding Archives

4 Reasons Why Customer 360* is Important to Close More Deals

According to the study conducted by Gartner in 2022, only 14% of organizations have achieved a customer 360* view. When…

Since the turn of the century, the financial landscape of banks has changed tremendously. As the current financial market has…

Financial Institutions have always been heavily dependent upon the customers to make money and it has been no different for…

The customer onboarding process is the first experience any new customer has with a bank. It’s also a crucial opportunity…

Always close the sale! This is the first thing you need to do when you’re selling something. You want to…