According to Gartner, a whopping 50% of the planning and tasks managers struggle with daily have the potential to run themselves. The catch? Businesses are automating a measly 15%. The very terms AI, ...

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 ...

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 ...

Workplace collaboration tools are increasingly adding automation to their list of productivity features. Case in point: Slack last fall introduced the capability to easily automate repetitive tasks ...

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 ...

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 ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services TM has introduced new enhancements to its industry-leading digital onboarding capabilities, enabling independent advisors to open and fund up ...

A successful SaaS onboarding experience does two things: A poor experience, on the other hand, is like a bad first date. You might have a great product, but if the initial encounter is unpleasant, you ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...