How It Feels To Be Setuply’s Brand Champion
Jerry the Sloth here, Setuply’s official mascot and your champion of streamlined client onboarding! ...
The Key to Fintech Client Satisfaction
Every interaction with a Fintech client influences their overall experience. Clients expect ...
Invest in Success: Why Sending Your Onboarding Team to Industry Events Pays Off
When it comes to professional development, sales and marketing teams are often first in line for ...
How to Smooth Over the Sales to Implementation Handoff
When a sales team member hands off a new client to the implementation team, it’s a pivotal ...
Top Takeaways From Money20/20: Innovations Shaping the Future of Fintech
As an exhibitor at this year’s Money20/20 conference, Setuply joined industry leaders to discuss ...
Top Insights From Onboarding World 2024: Energizing Sessions & Transformative Strategies
Onboarding World 2024 sparked a wave of ideas, solutions, and connections across every part of ...
The Benefits of a Centralized Client Onboarding Portal for All Stakeholders
Many solution providers rely on a variety of tools and technologies to facilitate the client ...
The Faces of Onboarding World: Building Connections in the Client Onboarding Space
In client onboarding, true impact goes beyond setting up workflows and delivering solutions. It’s ...
Why Breaks Can Be the Key to Productivity
Picture this: You’re in the zone, working away at your desk, making progress and ticking off tasks. ...
Level Up Your Skills With Setuply’s Certification Program
Are you looking to sharpen your Setuply skills and drive greater success for your team? We’re ...
