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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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How Zoezi Improved User Experience and Gained Valuable Insights With Userpilot

Userpilot

Zoezi is an all-in-one platform for the wellness industry. Additionally, their in-house help center was difficult to maintain, and users had no easy way to report issues from within the product. They use Userpilot to monitor product usage, design onboarding flows, deliver release notes , and provide in-app support.

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5 Types of B2B Customer Insights for SaaS and How to Collect Them [+Best Tools]

Userpilot

What are the different types of B2B customer insights for SaaS businesses? When your product is catering to other businesses, it can be difficult for sales reps and other teams to understand the needs and experiences of the clients, especially if the client company sells multiple products. What are B2B customer insights?

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What Does a Software Product Manager Do?

The Product HQ

The product management world relies on teams of product people who work in unison toward a central goal. For that reason, each person on the team needs to know exactly what they have to do and how. In the case of someone like a Software product manager, this may prove challenging. What does a Software Product Manager do?

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Best Onboarding Software for SaaS – 6 Tools to Improve Your User Activation

Userpilot

To provide the best onboarding experience, you naturally need the best onboarding software for SaaS. In this post, we will very briefly discuss what to look for in the best onboarding software for SaaS for you, and then move on to analyzing the top 6 choices you may want to consider. Conclusion.

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12 KPIs to Measure and Improve Your Fintech App Onboarding

The Product Coalition

How many financial apps do you have on your phone, and how often do you use them? Chances are the ones you frequently use have a simple, intuitive app onboarding process. If you’re a financial services product manager, you’ll know that crafting an effective fintech app onboarding process is no small feat.

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10 Sentiment Examples for Improving Customer Satisfaction [+ Tools]

Userpilot

You can collect feedback for analysis through in-app surveys, online reviews, social media mentions, and customer interviews. Streamlined onboarding, lower user friction, and targeted marketing are just a few examples of sentiment analysis being applied to improve a SaaS customer journey. Social media mention/reach reporting dashboard.