CXps 2022 | Smart Onboarding: Getting CX, EX, & UX Aligned

During this panel session, Jen Hertzig, Mitch Reno, and Gabriel Tevrizian will discuss how they are actively engaged in improving their new client onboarding protocol. Moderated by Laura Meherg, you’ll hear how three different firms approach the challenge of creating better client experiences at the moment new clients are optimally engaged and enthused about working with you. The panelists will share the science behind how they approached the innovation efforts and how the operational components of smart onboarding impact clients and associates. Technology will also play a starring role in this session as we look at how UX is the foundation of next-generation CX/EX. Don’t miss this session if you consistently see challenges in your service delivery that could be corrected and improved with better onboarding.