Onboarding and orientation are processes HR departments undertake after hiring an employee. Learn what these processes entail ...

Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...

VANCOUVER, BC, June 15, 2021 /CNW/ - Vancouver-based financial technology company Advisor Flow today announced a partnership with financial data company Flinks to give financial advisors a fully ...

To start answering those questions, look at your client’s personal cash flow statement. I like the personal cash flow statement because it not only includes a client’s net business cash flow, but ...

Payments platform Stripe announced this week a new and improved onboarding flow for Express accounts. The payments leader reported that based on user feedback and analysis of thousands of Express ...

This week, Twitter rolled out an overhauled onboarding experience for new users of the social network. We previously ran the old one through its paces and thought that the experience showed why the ...

Advisor Flow's platform already provides powerful client onboarding features. Its onboarding questionnaire helps new clients get started with the right advisors in under 10 minutes. By pairing Flinks' ...