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How to Create Client Onboarding Process in Financial Services

Userpilot

According to Userpilot’s SaaS Product Success Metrics Benchmark report , Fintech and Insurance companies had the second-lowest activation and adoption rates of all industries. This is because the client onboarding process in financial services faces unique challenges. What are they? Let’s get started.

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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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How to Leverage AI in SaaS? (+Best Tools)

Userpilot

From marketing to product management and customer success, AI is improving productivity, helping teams make better decisions, and improving customer experience. What AI tools you can use. AI tools can visualize trends and anomalies in real-time. AI analytics are coming soon. Let’s get to it!

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10 Elements to Reveal Embedded Analytics Ease of Use

Reveal

Reveal Embedded Analytics Reveal is an industry-leading embedded analytics solution that aims to provide ease of use for integrating powerful analytics capabilities into applications. Making Reveal accessible to all types of business users, regardless of their experience and expertise, has always been our priority.

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Happy Customer Service: What Is It + 12 Ways to Delight Customers

Userpilot

Happy customer service can be the difference between inconsistent revenue and a good bottom line. When users are delighted with your product experience, they engage more and tend to renew and even upgrade their accounts. Investing in customer happiness comes with tons of benefits, including: Increased customer satisfaction.

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Best 15 NPS Survey Tools in 2024

Usersnap

Net Promoter Score, launched in 2003, has become a key metric for assessing customer satisfaction. NPS measures customer loyalty by asking how likely customers are to recommend your product or service to others. They offer detailed reporting and customizable survey questions , often with user-friendly interfaces.

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Kano Model: What It Is & How to Use It to Increase Customer Satisfaction

Userpilot

The Kano model helps you understand user preferences by using quick and powerful data analysis to design your product roadmap. Five categories of potential customer reactions to new features. A four-step process for effective Kano analysis. Kano model covers five feature categories: Basic features customers expect.