Daily Archives: September 26, 2014


What Is Onboarding? 7 Important Words [Infographic]

What is Onboarding? Onboarding is more than just acquiring a new customer and sending them on their way. Onboarding is a financial institution’s entire communication process when a customer (new or old) opens a new account or buys a new product. The goal of onboarding is to show customers why you’re unique, to prove how […]