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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. The best part?

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10 Real-Time Customer Engagement Techniques That Drive Loyalty and Retention

Userpilot

Real-time customer engagement refers to the ability to provide contextually relevant interactions at the speed the customer wants you to. This usually comes in different forms of adapted content, like recommendations based on previous searches, in-app guidance based on user behavior, responses to social media comments, etc.

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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Capture their thoughts with in-app microsurveys.

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Guide to Choosing the Best Customer Education Platform for SaaS

Userpilot

When it comes to choosing a customer education platform, there are so many options to pick from. Self-service , intuitive design, and customization used to be key requirements but today most tools have these, so it’s easy to get lost in the ocean of options. What is customer education?

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Value-Based Growth in SaaS: Definition, Strategies, and Examples

Userpilot

From the article, you will learn why you should develop a value-based growth strategy for your SaaS and how to do it. It also provides examples of SaaS organizations that have mastered it and explains how Userpilot can help you follow in their footsteps. Why should SaaS companies go for the value-based growth strategy?

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What is WalkMe? Features, Pricing, and Alternatives

Userpilot

How does it compare to other similar tools? TL;DR WalkMe is a digital adoption platform. It’s widely used to support digital transformation projects through super detailed user education programs and new employee onboarding. User segmentation features allow you to personalize them for different user personas or cohorts.

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20 Customer Retention Strategies to Drive Up the Numbers in 2024

Userpilot

High retention comes with higher customer lifetime value, lower acquisition costs, higher upsell/ cross-sell rates, and a more stable revenue stream overall. A good retention rate in SaaS is over 90%. 20 customer retention strategies: Use the onboarding process to help users discover new features and experience product value.