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How to Create Client Onboarding Process in Financial Services

User Pilot

This is because the client onboarding process in financial services faces unique challenges. TL;DR Customer onboarding in financial services aims to integrate users into systems and educate them about product features, for example, in the banking sector. Why is the client onboarding process important for financial services?

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Avoid Trapdoor Decisions: 5 Lessons Learned from Scaling Stripe (Video + Transcript)

SaaStr

Formerly a senior leader at Google, Claire Hughes Johnson is now Chief Operating Officer at Stripe, where she’s helped guide the online payments firm through rapid growth. Stripe today has more than 1,400 employees and processes billions of dollars for millions of users worldwide. Manual processes first. Dare I say SaaS.

Scale 162
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Calm’s Will Larson on how to build a technical leadership career

Intercom, Inc.

If you’re a senior engineer and want to further your career, what skills should you develop? Moving forward in your career, avoid the trap of doing work that feels high-impact, but it’s actually not , or work that makes you look good at the expense of the project and the team. How do people move into staff engineering roles?

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Everything we’ve learned about scaling sales

Intercom, Inc.

It’s no surprise that one of the key levers for growth as you go from startup to scale-up is your sales team. How quickly you’re able to accelerate growth depends on your ability to build a nimble sales org and develop a strong sales strategy. That’s why one of my favorite interview questions is, “What are you passionate about?”

Scale 172
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Square’s Rohini Pandhi on spotting and solving customer problems

Intercom, Inc.

Here are five quick takeaways: Instead of relying on word of mouth to permeate the team, write things down. Iterate on process the same way you iterate on product. If a process doesn’t stick, don’t hesitate to move from it. To this day, Rohini continues to cold-call customers. All the magic happens through Square.

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Why You Need FULL Funnel CRO Right Now

FastSpring

In Dave’s words, “What is it about your product or service that the users say in their own words they love ?” I think SaaS businesses and subscription businesses are particularly bad at having vague, waffley headlines on their homepages,” he states. Stream the entire conversation or read the highlights below. Jump to highlights.

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Six Lessons on How to Build a Platform that Fuels an Ecosystem with Plaid (Video + Transcript)

SaaStr

Companies that have access to more accurate financial data have the ability to develop seamless exchanges of information, providing consumers with improved ways to manage their finances. Happy post lunch interview. Fortunate to have a really great set of investors and the process was going quite well. Enter the platform company.

Payments 212