Are You Giving Onboarding & Implementation the Attention It Deserves?
For software as a service (SaaS) companies, implementing new clients to the platform is critical for success. Onboarding — including data migration, new client setup, customization and configuration — is a pillar of the overall customer experience and can present significant obstacles to growth without a streamlined process. If a client’s onboarding and implementation experience […]
Name of the Game: Right-Size Your SaaS Implementation
You Said Football, Right? I sat across the table from my friend and sipped my tea as she described her weekend. Her new business school class had put together an outing to get to know each other, and they decided on playing a game outside at a local park. Someone offered up the idea to […]
The Great Unicorn Hunt: Finding the Right Implementation Specialist
Have you ever felt that it’s tough to find the right mix of skills for your implementation team? If you’re searching for the right implementation specialist for your next rollout, you may have discovered that finding someone who’s technical savvy with business acumen, organization, and attention to detail is like trying to find a unicorn. […]
Managing Relationships & Sourcing Deals: Successful CRM & Third-Party Integrations
Building relationships and closing deals are critical to the success of private equity (PE) firms and investment banks. The most efficient and effective way to build relationships is with software tools that streamline work and improve success rates. As technology continues to evolve, investment bankers and PE fund managers need to stay up-to-date with the […]
5 Ways to Improve Software Adoption for Private Equity Firms & Investment Banks
In recent years, we’ve witnessed a “going digital” trend that allows businesses to become more competitive and offer customers improved services. The financial industry is no different. While everyone is eager to adopt digital tools to grow their market share, many of these software tools fail to meet the expectations of the financial customer. According […]