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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?

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How to Become a Customer Service Representative [+Tools and Resources]

Userpilot

Embarking on a career as a customer service representative involves a combination of education, skills development, and practical experience. This guide will provide you with a comprehensive overview of the path to becoming a successful customer service representative. Looking into tools for customer service representatives?

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The Ultimate Guide to Customer Onboarding in Banking

Userpilot

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use checklists and walkthroughs to guide users quickly to product value.

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Guide to Business Analytics in SaaS: Types, Use Cases and Best Tools

Userpilot

In a fast-paced industry like SaaS, leveraging business analytics effectively can be the key to staying competitive and driving product growth. Business analytics offers invaluable insights that help SaaS companies optimize operations, enhance customer experiences, and make data-driven decisions.

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From Appcues to Userpilot: How Liv-ex Found an All-In-One Product Growth Tool

Userpilot

They get access to £100m wine trading opportunities, a reliable payments system, storage facilities, and transportation services. How did the transition work out? We asked Charlotte Vermedal, Liv-ex ’s Product Marketing Manager. Not satisfied with your current product growth platform and considering a switch?

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Top 12 Product Adoption Software in 2024

Userpilot

Product adoption software is the lifeblood of the modern product management process. It is the key to making your product unforgettable and ensuring it gains traction in a difficult market. In this article, we explore what product adoption software does and identify 12 of the best product adoption tools on the market.

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How to Become a Customer Support Specialist [+Tools and Resources]

Userpilot

TL;DR A customer support specialist is responsible for assisting customers with inquiries, troubleshooting issues, and providing solutions to user problems , ensuring customer satisfaction by delivering timely and effective support. Customer support specialists utilize a variety of tools to enhance their efficiency.