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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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Product Development Strategy: Example and Steps to Creating One

Userpilot

In today’s ultra-competitive landscape, your product development strategy is a roadmap that helps you navigate the journey from product idea to market success. In this article, we present a product manager’s guide to creating and successfully executing a product development strategy.

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Analytics vs Metrics: What’s the Difference and How to Analyze Metrics?

Userpilot

Analytics vs metrics – how do they differ from each other? Though both are important, analytics and metrics have distinct meanings and purposes in your data analytics process. Understanding the nuances between them is critical to utilize them to improve your feature adoption , customer behavior, etc.

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How to Become a Customer Experience Analyst [+Tools and Resources]

Userpilot

Embarking on a career as a customer experience analyst involves a combination of education, skills development, and practical experience. Customer experience analysts utilize various tools to streamline their work. Looking into tools for customer experience analysts? Book a demo to see it in action!

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How to Optimize Your Product Metrics for Growth? Insights from Dan Olsen

Userpilot

‘How to optimize your product metrics for growth’ by Dan Olsen is one of the talks in this year’s Product Drive hosted by Userpilot. In this article, you will learn who Dan Olsen is, discover the core ideas from his book The Lean Product Playbook, and find out what you can expect from his talk.

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User Behavior Analytics Use Cases for SaaS

Userpilot

There are different user behavior analytics use cases you can implement when conducting user behavior analytics. First, the use cases we’ve put together for this article present different angles of how to act on behavioral data at different stages of the customer journey. What is user behavior analytics?

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The SaaS Manager’s Toolkit: Top Alternatives for Google Analytics for 2024

Userpilot

Are you exploring alternatives for Google Analytics to better match your company’s privacy values, feature needs, or budget? It is crucial to choose a tool that allows the import of Google Analytics data to retain and back up important data during migration.