Everyone’s chasing faster onboarding: Fewer fields. Fewer steps. Fewer headaches. But if you’re skipping verification to shave off time, you’re not streamlining anything. In fact, you’re opening the door to risk. Compliance isn’t optional. It’s not a box to check once a deal is signed. It has to be baked into your onboarding flow from […]
Most onboarding flows are built the wrong way. They collect everything upfront, from documents to ownership info to financials, then verify it all after. It’s slow, manual and clogs up the approval pipeline before the customer even makes it through the front door. This is a big industry challenge. 63 percent of customers say the […]
Reflecting on Year One When we launched Worth, our mission was simple: build a more equitable financial ecosystem, one where small businesses could access capital with the same speed, clarity and trust that consumers have come to expect. But we quickly saw the real problem: outdated, manual processes were holding everyone back. From SMBs struggling […]
This article was originally published on Forbes through the Young Entrepreneur Council (YEC), where Sal Rehmetullah shares insights as a member. Once upon a time, delivering a reliable service was enough. If your tech worked and your support team picked up the phone before the third ring, congratulations—you were officially “innovative.” But we’re no longer […]
Paper applications are the worst. They leave room for error, they’re slow and they’re a guaranteed way to lose high-value customers before they even get through the front door. If your SMB onboarding still involves static PDFs, never-ending email chains or clunky forms that look like they haven’t been updated since dial-up, it’s time for […]
This article was originally published on Forbes through the Young Entrepreneur Council (YEC), where Suneera Madhani shares insights as a member. When you think of VIP treatment, you imagine the glitz and the glamor: a red carpet rolled out, champagne popping and a team ready to meet your every need. For consumers, the VIP treatment […]