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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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15 Best User Behavior Analytics Tools in 2024

Userpilot

User behavior analytics tools are an essential part of the modern product manager’s toolkit. These robust tools help you track and analyze crucial user behavior data. This article explores the top behavioral analytics tools to help you choose the right one for your needs.

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Digital Analytics 101: What Is It and How to Collect Digital Data?

Userpilot

What’s digital analytics? How can it help product and marketing teams make data-driven decisions and improve the user experience at different stages of the customer journey? TL;DR Digital analytics allows teams to measure and analyze product performance to improve their digital strategy. Are you in?

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The Best Funnel Optimization Tool for SaaS [Top 10 Compared]

Userpilot

What’s the best funnel optimization tool for SaaS companies? In this article, we look at 10 product analytics tools that you should consider when making your choice. Mixpanel is an advanced analytics platform for tracking and analyzing user behavior and engagement to make informed funnel optimization decisions.

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What User Onboarding Metrics To Track and How To Use Onboarding Analytics To Optimize Them?

Userpilot

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Track in-app feature usage to identify and remove friction points.

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How to Improve Customer Retention: 20 Actionable Strategies

Userpilot

TL;DR Customer retention is your ability to keep users using the product. Without retention, a SaaS business doesn’t have a predictable revenue stream necessary for growth. Retention makes businesses more profitable by reducing the CAC and making account expansion easier. Why is it important to retain customers?

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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.