A Client Journey to Smarter SaaS Customer Onboarding
Picture this… You’re stuck in a never-ending loop of repetitive, time-consuming training sessions. Brent Burns and Steve Huxley, co-founders of Asset Dedication, knew this feeling all too well. Brent often found himself in a “Groundhog Day” scenario, repeatedly showing new financial planners how to use their software and navigate their site. Steve struggled with repetitive […]