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SetuplyMar 28, 2024 11:00:00 AM2 min read

What the Future of Onboarding Clients Looks Like

With new tech on the rise and expectations growing, the approach to onboarding clients is always evolving. If you’re in the SaaS industry, keeping up with these changes isn't just a plus – it's vital to strengthening client relationships and accelerating business growth.

In a recent webinar, we dug into the future of client onboarding and how companies embracing these trends are staying ahead of the pack. Here’s the scoop:

Are You Using Automation to Its Full Extent?

There’s no shortage of tasks to manage in the client onboarding process. Automation helps bring order to the chaos and empowers companies in several key areas.


Accelerate Product/Service Delivery

In an age where clients want to see results faster, automation is rising to the occasion. Through automated task assignments and flexible workflows that can adapt to clients’ needs on the fly, the onboarding journey is getting more nimble and responsive. 

Say goodbye to hours wasted on manual data entry and hello to more time spent on delivering exceptional client experiences.


Solve Staffing Challenges

In today's job market, finding the right candidates to bring on board sometimes feels like finding a needle in a haystack. By turning manual steps into automated processes, businesses like yours can increase the bandwidth of the resources they already have. These improvements in team capacity ultimately save the expenses of bringing on a new employee, which can reach $28,000 in hard costs alone.


Facilitate Collaboration

Automation plays a crucial role in onboarding clients by enhancing teamwork across the organization. It ensures team alignment through seamless real-time information sharing. Considering that it takes a village to get clients onboarded — and keep them satisfied — deepening the connections between sales, marketing, onboarding, IT, client support, and client success helps the client’s life cycle run like a well-oiled machine every step of the way.


Is Your Onboarding Built to Navigate Remote Work?

By 2025, it’s estimated that 22% of the American workforce will be remote. As teams disperse geographically, there will be a growing urgency for improved methods for clients and vendors to share information.

Client onboarding technology introduces advanced security features that give clients peace of mind. Built-in data repositories reinforce the protection of client data across multiple secure locations while making information easily accessible in remote work scenarios.


Can You Access Data to Drive Future Growth?

AI-powered client onboarding platforms are amplifying onboarding automation's power while enabling more accurate forecasting and quality control.

Companies can learn from past data to predict future onboarding project demands. Insights into metrics like average onboarding project timespan and number of projects per customer onboarding representative can help companies fine-tune their strategies and prevent bottlenecks before they occur.

To learn more about client onboarding trends, watch the webinar on-demand full of insights you won’t want to miss. Be sure to also check back on our events page to see which client onboarding topics we’re covering next!