The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the ...

Nutshell reports that CRM onboarding success hinges on structured programs, emphasizing role-based training, reinforcement, ...

Partner relationships help increase a vendor’s reach and allow them to meet the demand for their products rather than leave money on the table. But a recent Ovum report shows that around 40% of ...

How long does it take your firm to onboard a new client and get started on the work they actually hired you to do? For most firms, the answer is: too ...

As firms continue to look for ways to improve both internal efficiency and client experience, onboarding presents a clear ...

When the economy is tight, financial institutions are faced with several mutually-reinforcing challenges. The temptation for bad action on the part of customers increases. This creates increased ...

The hiring and onboarding processes can be extremely complex for colleges and universities. Higher-education institutions often bring in hundreds of new employees every year—from professors to student ...

For legal operations departments, GCs and CLOs alike, there are a few baseline truths with regard to retaining outside counsel: You need them. Sometimes, you need a lot of them. It’s your job to ...

Well, I recently spoke with the CHRO of a major financial firm known for its easy-to-use apps that let customers make instant transactions online. But, the CHRO told me, the company’s own employees ...

If your HR team feels slower than its headcount should allow, the cause usually isn't motivation, talent, or effort. It's the ...