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On Track, On Time, and Onboard: Improve Your Business Onboarding with Digital


Date 03:10 PM - 04:00 PM (0 hours 50 minutes)
Sunday, April 16
Practical Strategies

Onboarding a business customer for a new product or service shouldn’t feel like homework. Manual, lengthy, paper-based, tedious—these aren’t words you want associated with your first (or any) contact with some of your most valuable customers. It’s time for digital onboarding. Eliminate redundancies and streamline documentation with electronic agreements and client portals. Reduce commercial onboarding timelines from weeks/days to days/hours, depending on the complexity and requirements for the service. You’ll make a better impression, build trust, and win more business. Join this session for a discussion of digital business onboarding—different kinds, key components — and how it can reinvent both customer-facing and back-office experiences.  


Joe Cody
Digital Solution Strategist
Q2 Software, Inc.