Category: CustomerOnboardingSoftware.com

TORONTO–(BUSINESS WIRE[1])–Kismet Wealth Group[2], a diversified financial and professional services firm, and FutureVault[3], an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault. The Kismet Wealth Vault includes a custom white-label web portal and native mobile app on Android and iOS that provides anytime, anywhere access to documents for both Kismet’s professional services...

By adjusting their onboarding processes, FIs can enhance their client experience, reduce costs and pave the way for new cross border services, explains GLEIF CEO Stephan Wolf. It’s no secret that regulatory compliance doesn’t always sit comfortably with a bank’s desire to deliver a smooth, hassle free user experience (UX) for its clients. The job of onboarding a new corporate...

In the current talent environment, doing everything possible to protect your investment in a strategic hire means committing to a strong Leadership Integration process. In the context of the global pandemic and preparing for a very different future,  implementing this process through a strong Virtual Onboarding program is critical. Leadership Integration is a strategic and intentional process that positions the...

More than 50% of companies outsourced training to a learning vendor in 2019 [1]. Obviously, it’s a common practice, but outsourcing the design, development or deployment of your employee onboarding is a commitment. You’ll want to be sure that you’re making the right choice, given your specific training challenges. eBook Release Developing An Effective Employee Onboarding Process In The Modern...