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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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10 Interactive Software Walkthroughs With Examples

Userpilot

Frustrated trying to design interactive software walkthroughs that drive activation? We handpicked a few of the best SaaS walkthrough examples and explained what made them great. TL;DR A software walkthrough is the process of guiding users through the main features and processes of a software product.

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Product Tours Guide for SaaS Companies: Types, Best Practices, and Tools

Userpilot

Product tours are very common in SaaS products. However, not all product tours are created equal: many companies fail to realize their full potential. Worry not, though, as our in-depth guide explores the best practices for designing this popular type of onboarding experience. Ready to dive in? Ready to dive in?

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The 7 Best SaaS Analytics Software of 2021

Userpilot

SaaS businesses thrive on data. This is where analytics software comes in. Analytics tools help SaaS businesses generate actionable insights from the data they collect, which then fuels their decisions. What types of Analytics software does every SaaS business need? Table of Contents.

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SaaS UX Design: 18 Best Practices

Userpilot

A good SaaS UX design is critical to a successful SaaS product in today’s constantly evolving and competitive market. An efficient and effective design with users’ needs at the center stage encourages product engagement and reduces churn. What is SaaS UX design? Why is UX design important in SaaS?

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The Ultimate Guide to SaaS Onboarding Phases

Userpilot

Understanding your users and their journey stages will help you create flows tailored to the various SaaS onboarding phases. This is essential because your customers aren’t all the same; their needs change as they progress through your product. It all begins when the customer signs up for your tool and has a continuous effect.

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A Guide to Customer Retention: Importance, Strategies & Metrics

Userpilot

Customer retention is vital for product success and business profitability. You will also learn how to build a retention strategy, what metrics to track, and 10 bulletproof retention tactics for SaaS companies. TL;DR Customer retention is the ability to keep your customers actively using their products.