What Is Customer Onboarding In SaaS? Customer onboarding in SaaS means acquainting new users with products/services on offer. It is all about showing them the ropes, providing them the tools they need ...

Your initial interactions with customers can make or break their long-term relationship with your business. When building a customer onboarding program, one size does not fit all. Just as you ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

As interest in generative AI (GenAI) and AI technologies grows, studies indicate using them for the onboarding process is something 40% of brands are currently prioritizing. During the onboarding ...

In between the sale of a product or service and the start of account management lies the “hand-off” part of the customer journey. We call this period of time “customer onboarding,” a process in which ...

In an increasingly competitive and congested financial services industry, improving the customer onboarding experience is vital for those serious about growth. With it costing on average five times ...

New research shows that delays, confusion, and lack of visibility in the first 90 days of onboarding lead directly to churn and lost growth opportunities BOSTON, May 7, 2025 /PRNewswire/ -- OnRamp, ...

SAN JOSE, Calif., Feb. 28, 2023 /PRNewswire/ -- Rocketlane, a leader in the customer onboarding and implementation software space, announced the release of its Customer Onboarding Maturity Report. The ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Onboarding is the process by which a prospective customer’s ...

Digital Onboarding, a SaaS company specializing in helping financial institutions strengthen relationships with customers, secured $58 million in growth capital from Volition Capital to continue ...

Finastra, a global leader in financial services software, announced that PT. Bank Negara Indonesia (Persero) Tbk (BNI), one of Indonesia's largest state-owned banks, has accelerated customer ...