Keeping up with client expectations for onboarding isn’t just about checking boxes anymore. It’s about delivering client onboarding experiences that feel seamless, personal, and empowering.
The good news is client onboarding technology is stepping up in a big way. In 2025, the tools businesses use to onboard clients are smarter, more connected, and designed to make life easier for all stakeholders. In this post, we’ll look at some of the top tech trends changing the onboarding game and how Setuply is helping drive meaningful experiences and results faster.
What if teams could spend less time on repetitive tasks and more time building client connections? That’s the promise of AI, and it’s revolutionizing the way modern businesses onboard. Over the past year, AI has become a trusted partner in decision-making, helping teams create smooth, efficient workflows that feel effortless.
How Setuply is making it happen: From customizable workflows to built-in ChatGPT tools, Setuply cuts out the busywork. Automations keep everything moving from one step to the next, and getting project updates is effortless.
What’s next: We’re taking advantage of AI with even more generative AI and advanced machine-learning features to free up your team’s time for what really matters— your clients.
To learn more about the value AI brings to client onboarding, take a look at this blog post.
Have you ever scrambled to find the right information before a meeting or struggled to gather updates from different client onboarding tools? It’s a challenge that remote workforces know all too well. In 2025, the focus will be on further breaking down silos and making sure everyone is on the same page, from your team to your clients.
How Setuply connects the dots: Our dashboards bring everything together. Leaders get the high-level analytics they need, team members see their tasks clearly, and clients always have the latest updates. Whether your team is working side by side or across the globe, everyone has access to the same up-to-date information.
What’s next: We’re expanding integrations to create even more seamless connections and support unique client needs like never before.
Your clients aren’t just along for the ride; they want to be active participants. While this means personalizing the client onboarding journey, it’s also about making clients feel like they’re part of the process, providing them the tools to drive their onboarding journey.
How Setuply empowers clients: With Setuply, project templates adapt to meet each client’s needs. Clients can track progress, view tasks, and even customize dashboards from their own portal. It’s all about giving them visibility so they feel valued every step of the way.
What’s next: We’re rolling out even more features that prioritize collaboration and make every client feel like an essential part of the team.
For more insights into why client onboarding portals are a must for modern businesses, see this blog post.
Data is powerful—when it’s easy to access and understand. In 2025, client onboarding is less about hunting for information and more about having resources to make smart, fast decisions based on clear, actionable insights.
How Setuply simplifies the process: Our pre-designed widgets put the most important trends as well as detailed metrics right at your fingertips. Whether it’s tracking the number of projects completed late or looking at the duration of specific project phases, Setuply’s dashboards make it easy to stay ahead.
What’s next: We’re continuously adding new tools to make managing and interpreting data feel effortless, so your team can focus on driving results.
The future of client onboarding is here, and it’s all about creating meaningful, connected experiences that make both teams and clients feel supported and empowered. Whether you’re automating tasks, breaking down silos, or giving clients the tools to succeed, 2025 is the year to embrace these trends and take your client onboarding to a new level.
Want to learn more? Our on-demand webinar features more insights on these trends, as well as how to turn them into a competitive edge for your business.