Complicated onboarding process impacts the lifetime value of your customers. Find out how to trim the excess and create an experience that’s all about them.
Client Onboarding Process & Best Practices
In December 2013, Pegasystems commissioned Forrester Consulting to evaluate the people, process, and technology pain points and best practices overall in each of the key phases of commercial and investment client onboarding.
Get your onboarding back on track. Download the Client-Centric Onboarding whitepaper today.