Posts Tagged ‘Client onboarding’
6 Out-of-the-Box Ideas for Client Onboarding
The client onboarding process is crucial in the accounting services industry. What differentiates your firm from the competition should be the level of service provided to the client. So, what…
Read MoreMeasuring Your Client Onboarding Efforts
Before we can cover measuring your client onboarding efforts, we need to start with how to define the type of client experience you want to deliver. According to McKinsey, “When companies…
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