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Setuply Blog

The onboarding journey has never been more critical to customer satisfaction and implementation team engagement toward a meaningful long-term partnership together.

Jul 18, 2024 12:16:56 PM3 min read

How to Make Fintech Onboarding a Competitive Advantage

Onboarding is a make-or-break process for most organizations, and fintech onboarding is just as ...
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Jul 11, 2024 11:00:00 AM6 min read

How to Choose the Right Client Project Management Software

When seeking to optimize client interactions and project management, investing in the right client ...
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Jul 9, 2024 9:09:00 AM2 min read

A Very Happy Birthday to Setuply!

Happy birthday to Setuply! My friends and I are thrilled to see how far we’ve come and – we have a ...
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Jul 2, 2024 11:00:00 AM5 min read

Winning With Setuply: How Our Customers Are Mastering Client Onboarding and Beyond

Our customers inspire us. They challenge and encourage us, make helpful suggestions, and connect us ...
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Jun 27, 2024 11:00:00 AM5 min read

Project Management Collaboration Tools for Effective Teamwork: What You'll Find in Setuply

Seeking project management collaboration tools to enhance your team’s efficiency and collaboration, ...
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Jun 25, 2024 11:00:00 AM3 min read

Elevate Data Management With Setuply’s Data Repository

Managing project and client data can become a daunting task with files spread across shared drives, ...
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Jun 18, 2024 11:00:00 AM3 min read

How Project Management Automation Can Take Humans Even Further

Picture a world where mundane project management tasks dissolve into the background, freeing up ...
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Jun 5, 2024 11:00:00 AM4 min read

Project Management Software With Client Portal: A Setuply Differentiator

Effective project management is the cornerstone of success for any organization. With teams ...
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May 30, 2024 11:00:00 AM2 min read

Future-Proofing Client Relationships with Centralized Project Management: A Real-World Example

Clients have come to expect seamless, efficient service delivery from businesses. There’s a growing ...
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May 28, 2024 11:00:00 AM3 min read

Why You Need a Dedicated Staging Environment for Client Data

Client satisfaction hinges on more than just a dynamic product. Clients expect a seamless, ...
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