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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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Best Product Growth Platforms for SaaS

Userpilot

If you want to take your SaaS company's MRR to the next level , it might be time for you to investigate the subject of product growth platforms. By turning your product itself into a viral sales engine, these platforms take the pressure off traditional sales and marketing departments — and, of course, their associated budgets.

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Best 15 NPS Survey Tools in 2024

Usersnap

NPS measures customer loyalty by asking how likely customers are to recommend your product or service to others. Finding the right tool was challenging for me as a product manager, but I realized how crucial the right choice is for quality feedback and business growth.

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16 Customer Acquisition Strategies To Increase Conversion Rates

Userpilot

As you read on, you will learn: The power of search engines, content marketing, and existing user testimonials and how to leverage them to win new users. In-app strategies for converting free or trial users to paying customers. Begin by promoting your paid ads on social media platforms and search engines.

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Userlane vs Walkme: Which is the best tool for onboarding?

Userpilot

Userlane and Walkme are both tools for onboarding. Userlane is a tool for building interactive, guided tours that walk a user through all the features of your product or service. Walkme allows you to do the same, as well onboarding employees on third-party tools such as Salesforce. Userlane Reviews.

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Best Online Engagement Tools For Interacting With Your Customers Across Their Journey

Userpilot

Why do you track online engagement for your SaaS app? To do that, you need the best engagement tools. In this article, we discuss what engagement tools are and why you need them for your SaaS. In addition to that, we will analyze some of the best engagement platforms available. What are engagement tools?

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9 Growth Initiatives for Successful Companies [With Examples]

Userpilot

How can you implement them in the SaaS context? SaaS companies enhance customer acquisition and retention through personalized onboarding and in-app guidance. To take full advantage of growth opportunities, use product analytics to inform product decisions. To see how Userpilot helps SaaS companies grow, book the demo!