Setuply Blog Client Onboarding Insights and Ideas

Setuply Events Preview

Written by Setuply | Sep 9, 2024 2:34:33 PM

Hey there, friends! I’m excited for all the amazing events coming up through the rest of the year to help your team improve the client onboarding experience. Whether you’re into fintech, HR tech, or you want to hear more on Setuply’s thought leadership topics, I’ve got a sneak peek at what’s in store.

I’ll be hanging around at events like HR Tech, Money20/20, and Onboarding World—so be sure to stop by!

FinovateFall 2024: NYC – September 9-11

First up on Setuply’s fall roadmap is the Big Apple! We’re bringing all of our latest fintech innovations to demo at FinovateFall 2024. As the premier showcase for fintech solutions, this event is the perfect platform to show how Setuply is helping fintech companies strengthen relationships with their clients and partners—starting with better client onboarding.

I might not be cut out for the fast-paced hustle of Wall Street, but with over 1,000 banks and investors represented, this is one event you won’t want to miss.

Oracle NetSuite's SuiteWorld: Las Vegas – September 9-12

Amid the world-class entertainment and Michelin-starred restaurants, SuiteWorld is the main attraction in Las Vegas! We’re excited to be Impact Sponsors at the world’s largest Oracle NetSuite gathering. Be sure to connect with us to explore how we can accelerate client onboarding and deliver even better experiences for NetSuite clients!

Setuply's Thought Leadership Series: A Smoother Transition from Sales – Virtual, September 19

Join our next webinar in Setuply’s Thought Leadership Series for a deep dive into best practices for making sales-to-onboarding transitions as seamless as possible.

We’ll guide you through the key steps to ensure smooth and successful handoffs when transitioning clients between departments, while showcasing how you can create these processes within the Setuply platform. Plus, we’ll share bonus tips on how to ensure successful transitions that go beyond onboarding!

HR Tech 2024: Las Vegas – September 24-27

The HR Technology Conference is the biggest event in the HR tech space! It’s the perfect event for HR professionals, solution providers, and anyone interested in the latest trends and innovations in HR technology.

Visit us at booth #5320 to connect with our team and get a personalized demo of Setuply’s latest innovations that can transform your client onboarding process. I’ll be there to share some smiles and snap a few pictures—swing by and say hello!

Setuply's Onboarding World 2024: Boston – October 2-4

The event you’ve been waiting for all year is almost here: Onboarding World in Boston! This is the ultimate event for anyone looking to gain a deeper understanding of how to turn onboarding into a competitive advantage. We’ve got experts, practitioners, leaders, and investors all under one roof, and it’s going to be three days of innovation and excitement.

From cutting-edge technologies to hands-on best practices, Onboarding World will be packed with everything you need to take your client onboarding process to new heights and bring back strategies you can put into action. I’ll be hanging around and I’m looking forward to seeing you there! 

Money20/20: Las Vegas – October 27-30

Money20/20 is the leading payment tech and fintech event of the year and we’re excited to see you there! If you’re looking for trends and groundbreaking advancements in the world of fintech, this is where you need to be!

Visit us at booth #2840 to explore how Setuply is driving innovation in fintech. We’ll be showcasing live demos of our latest solutions and offering insights on how they can elevate your client onboarding process.

Setuply's Thought Leadership Series: Technology Trends for 2025 – Virtual, December 12

Join us virtually for our final Thought Leadership Series: Technology Trends for 2025. We’ll be wrapping up the year by putting everything into perspective—looking back at the past year’s innovations and gearing up for what’s ahead. If you’re ready to take the driver’s seat in 2025, this is the event you won’t want to miss. We’ll be diving into the tech trends you need to know to stay ahead of the game and make next year your best yet, register today and start the new year with a bang!

That’s not all—we’ll also be sharing additional content throughout the rest of the year, from podcasts to new thought leadership articles on our blog. Make sure you’re following us on social media and subscribed to our newsletter for all the latest updates.

Whether we connect in person or virtually, there’s something for everyone in these upcoming events.

Until then, keep on onboarding!