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Jerry looking forward to Onboarding World
SetuplyJan 24, 2024 11:00:00 AM3 min read

Onboarding World 2024: Transforming Client Onboarding With Setuply’s Vision

Are you ready to step into the future of client onboarding? Onboarding World is where it all unfolds! From critical industry trends to game-changing strategies and cutting-edge solutions, prepare for a unique experience that goes beyond an event and will transform your operating footprint.

This first-of-its-kind event will take place October 2-4, 2024 at the Omni Boston Hotel at the Seaport. With ground-breaking discussions led by pioneers in their respective fields, you’ll leave Onboarding World with a clear vision of how to transform your client onboarding and success.

Mark your calendar, get excited, and join us in making your client onboarding the star of the show. Onboarding World is your chance to become a part of a community of industry leaders and make history!


The Takeaways for Onboarding World Attendees

Immerse yourself in this three-day event and walk away with a fresh perspective on these key subjects and beyond:

  • Gain valuable insights that empower you to create seamless and engaging onboarding experiences for your clients
  • Connect with a community of thought leaders and practitioners who are steering the future of client onboarding
  • Be at the forefront of innovation, the adoption of best practices, and cutting-edge technology solutions to turn client onboarding into a competitive advantage
  • Leverage data-driven insights to chart a definitive course for your client onboarding strategies

Armed with insights like these, you're ready to elevate your client onboarding experience!


Learning and Business Opportunities You Can Expect

Exclusively tailored for industry leaders, Onboarding World invites you to join an elite community dedicated to shaping the future of client onboarding. The event will feature speaker-led sessions, roundtable discussions, interactive workshops, demos, and more!

Some of the key topics we’ll be covering include:

  • Client success stories 
  • Integrating AI and automation to deliver better results
  • Best practices for onboarding and client success
  • Improving team capacity and satisfaction
  • Actionable strategies to improve operational metrics
  • How to get a pulse on solution adoption amongst a team
  • Enhancing client experiences throughout the entire organization

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Meet Onboarding World’s Keynote Speaker: Greg Palmer

What further adds to the excitement of Onboarding World is the event’s keynote speaker: Greg Palmer! 

We first met Greg while presenting Setuply at the Finovate Conference in San Francisco. Greg is the esteemed host and master of ceremonies for this prestigious global event. We were impressed with his natural ability to engage the audience, collaborate with exhibitors, and lead captivating, insightful discussions that leave everyone in the room inspired. When we got to know Greg better, we discovered that his talents and expertise extend far beyond banking and fintech innovation. Greg’s hosting skills, combined with his sense of humor, made him an ideal choice as Onboarding World’s keynote speaker — and we are so glad he accepted our invitation!

In Greg’s own words, “I’m happy to be playing a role in shaping the future of client onboarding. This event is a golden opportunity for professionals to draw insights from peers, thought leaders, and seasoned practitioners through in-depth discussions on reimagining the client onboarding process.”

Alongside Greg, we’ve assembled a lineup of exceptional speakers to help make the event both educational and fun. Stay tuned for the full list! 


Onboarding World’s After-Hours Entertainment

After a day filled with insightful events and discussions, we’re adding a touch of magic with some evening entertainment activities. You’ll have the chance to savor Boston’s scenic beauty, connect with peers in a more informal setting, and share moments of laughter — another important component of inspiration. Onboarding World offers the perfect balance between work and play.

The wait is over. Be part of the change, be part of the future – Onboarding World 2024 is calling. Register for this groundbreaking event here!

In the coming weeks and months, we’ll continue to share more Onboarding World updates, including the agenda for the event. Get on board — excitement ahead!