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Fintech Customer Experience: How to Measure and Improve It [+ Tools]

Userpilot

Creating a positive fintech customer experience for every lead who walks through the door of financial institutions is easier said than done. This is especially true when trying to implement an in-app support infrastructure within your platform. Want to improve your fintech customer experience?

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Userlane vs Walkme: Which is the best tool for onboarding?

Userpilot

Userlane and Walkme are both tools for onboarding. Userlane is a tool for building interactive, guided tours that walk a user through all the features of your product or service. Walkme allows you to do the same, as well onboarding employees on third-party tools such as Salesforce. Read on to find out!

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7 Methods To Collect Customer Feedback for SaaS [+ Examples]

Userpilot

Want to know whether your product is delivering value to customers? The best solution is to ask them directly. Customer feedback is the key to developing a customer-centric business. In this article, we’ll discuss 7 ways you can collect customer feedback to understand user sentiment.

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Intercom Surveys In-Depth Review + Better Alternative

Userpilot

A multi-faceted tool, Intercom hopes its latest addition will help product managers better collect customer feedback and capture customer insights that drive results. TL;DR Intercom is a robust tool for solving a variety of customer-related problems, from customer support to onboarding and engagement.

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Customer Onboarding Specialist: Everything You Need To Know [Job Description, Salary, Tools]

Userpilot

What user onboarding software do you need to buy to equip them? A customer onboarding specialist is the one who ensures that the customer has a successful experience with the product or service from the very beginning. Who is a customer onboarding specialist? What do they do? What salary do they get?

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13 Best Customer Self-Service Portals to Enhance Customer Experience

Userpilot

If you’re here looking for a tool to implement customer self-service portals, chances are you’ve been struggling to build one by yourself. Thankfully, there’re simple solutions in the market that can help you create an efficient resource center, that integrates smoothly and is 100% self-service.

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In-App Survey Design: Tips, Best Practices and Great Examples From SaaS

Userpilot

An in-app survey is a short questionnaire triggered contextually and used to collect specific customer feedback about the user experience or the product. You can use custom event triggers to target your surveys to specific user segments at a specific moment in their user journey. Welcome survey.