In this demo, see how personalized, interactive video and AI-powered chatbots can redefine the policyholder onboarding experience.

Boundaries aren’t walls, they’re invitations. When expressed lovingly and firmly, they create connection, not division.

New vendors/suppliers will receive an invitation from PaymentWorks to complete the CMU-specific Supplier Questionnaire. A CMU buyer must complete the ‘Invite New Vendor Questionnaire’ in the ...

AI is streamlining onboarding processes for companies of various ... start with automating rudimentary processes, like setting up email or assigning equipment. Automated nudges can notify a ...

Bad employee onboarding is costing the US $2.2 billion annually 29,000 IT and tech workers will leave due to poor onboarding HR and IT departments need to work together with automation US ...

When inviting new users, there is an issue with the login button in the received email. Upon clicking the login button ... It's crucial to fix this as it severely impacts the user onboarding process.

Instead of manually checking in on the completion of onboarding tasks like paperwork completion or policy acknowledgments, you can set a notification email to go out whenever a task is overdue.

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Onboarding is the process by which a prospective customer ...

In this post, we will show you how to create email templates in the new Outlook app for Windows 11. Creating email or message templates in Microsoft Outlook (classic) involved manually composing ...

email formatting issues, and API connection failures. If a flow fails, have it automatically resubmit itself to ensure the onboarding process completes successfully. To further simplify the setup ...

Airtable today announced that it has acquired Dopt, a startup focused on helping other startups build product onboarding experiences for new users. Earlier this year, Dopt introduced a number of ...