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Onboarding new B2B customers: A fintech perspective
Innovation is at the heart of fintech, but there is still a “legacy” approach to B2B customer onboarding and implementations.


It is heavy on spreadsheets, relies on individual heroics, lacks visibility and accountability.

Result: Missed timelines, overshot budgets, escalations, and eventually, CHURN!

There’s a better way to do it.

Join us for a chat with Abhishek Vora, Chief Customer Officer at Mosaic on how a modern approach to B2B fintech customer onboarding can bring consistency, predictability, and visibility to your process.

Date: Nov 30 at 10:30 am PST/1:30 pm EST

In this webinar, you’ll learn:
1. Why customer onboarding is critical to your success
2. The customer onboarding process at Mosaic
3. How to bring your A game to customer onboarding, every time

See you there!

00:41:00

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Speakers

Abhishek Vora
Chief of Customer Success @Mosaic
Abhishek leads the Customer Success organization at Mosaic, a Series B Strategic Finance platform that has raised $45M+ from the likes of General Catalyst, Founders Fund, and many more. At Mosaic, Abhishek's scope includes the CSM, Implementation, and Customer Support functions. Prior to joining Mosaic, Abhishek scaled and led the Customer Success organization at Quid, an AI-Powered Research platform backed by Founders Fund, Salesforce Ventures, and many more. At Quid, he played a key role in supporting the company through a 10x growth in ARR and a 30%+ increase in net retention. Abhishek's foundational customer-centric experiences were developed during his 5 years in Strategy & Management Consulting at PwC.