From Onboarding to Upsell: A Digital Playbook for Credit Unions
As credit unions grapple with an increasingly digital-first market, the path to growth lies in strategic partnerships, streamlined onboarding, and data-driven cross-sell strategies.In this episode, host Matt Snow sits down with Kirk Drake—author, entrepreneur, and founder of CU 2.0—to explore how...
RBI bans BoB from onboarding new customers on to mobile banking app
In this episode, find out why there are differences within Hamied family over Cipla sale plan, also find out why Religare Enterprises' has called for an independent valuation.
Business Term of the Day: Inter-bank call money market
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Wes Adams & Tamara Myes: Creating Meaningful Work That Inspires Performance
Wes Adams and Tamara Myles, authors of Meaningful Work: How to Ignite Passion and Performance in Every Employee, reveal how leaders can foster engagement, purpose, and fulfillment in the workplace. They introduce the three Cs—Community, Contribution, and Challenge—as key drivers of workplace mean...
Sustainability: A Key to Lasting Impact in Education - Dr. Clay Cook
Today our guest is Dr. Clay Cook the Chief Development Officer at CharacterStrong. We talk to Clay about one the most important parts of implementation: sustainability. From onboarding and monitoring fidelity to embedding new practices into the fabric of school culture, Clay shares the essential ...
2243: AI Applications in the Dental Office Pt. 2
In this episode, Dr. Bill Keith breaks down the exact AI tools he's using to streamline everything from onboarding new patients to managing phone calls and analyzing data from Open Dental. He shows how tools like ChatGPT, Canva, and a custom voice assistant named Abby are changing the game in pat...
Flex & Maza's Robbie Figueroa - From Neobank to Solopreneur OS: Building Maza and Merging with Flex
In this episode of the Wharton Fintech podcast, Djavaneh sits down with Robbie Figueroa, co-founder and former COO of Maza, now Chief Business Officer at Flex following Maza and Flex’s merger in late 2024.
Robbie shares how growing up in Queens with immigrant parents from Brazil and Ecuador insp...
Emily Leachman and A. Garrison Libby, "A Complete Guide to Training Library Staff: From Onboarding to Offboarding" (Bloomsbury, 2024)
Written for library managers and training leaders, A Complete Guide to Training Library Staff (2025, Bloomsbury) presents a comprehensive lifecycle for staff development with a focus on tools and techniques to build a sustainable training program, set staff up for success in their positions, and ...
How to Infuse Onboarding Coaches into your Strategy to Accelerate Customer Success
Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin?
In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about th...
EP 51: What the First Six Months With a New Client Should Look Like From Onboarding to First Cut
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What should the first six months with a new client actually look like?In this episode of the Elite Trainer...
