UX Planet

JANUARY 22, 2025

Finance and banking: 85%90%. Established customer relationships and financial product stickiness (customers typically avoid switching to other finance service) lead to high retention rates. high-value customers or frequent purchasers), you can reveal actionable insights about this group of customers. increased churn).

Analytic Tools 105

Analytic Tools Data Visualization User Testing Customer Feedback 105

The Product Coalition

JULY 8, 2021

Since volumes of textual data increase, natural language processing becomes an effective tool for financial analysis. Photo by Morgan Housel on Unsplash The language is the substance absorbing information from the epochs, reflecting social trends and giving a profound insight into things happening to us, humans, today.

Data Visualization 158

Data Visualization Reporting Tools Analytic Tools Banking 158

Intercom, Inc.

MAY 18, 2022

First-party data is the future of online engagement and customer experiences. This isn’t surprising given competitors such as Apple’s Safari and Mozilla Firefox are cookieless by default – however there are already debates about how Google will collect and use data thereafter. What is first-party data?

Data Visualization 217

Data Visualization Analytic Tools Feedback Software User Testing 217

Alchemer Mobile

MAY 7, 2020

You also might be reading this post thinking: “Who’s adding new tools to their tech stack right now?” Do you have the right tools to capture that voice? In order to help, we’ve taken the liberty of compiling a list of the best mobile in-app feedback tools for you. Core mobile in-app feedback tools & solutions.

Feedback Software 147

Feedback Software Analytic Tools Reporting Tools Data Visualization 147

Alchemer Mobile

APRIL 5, 2022

The following data and information is from our 2022 Mobile App Customer Engagement Report. Subcategories for Finance Apps: Fintech, Banking, Insurance. “Why do people like mobile banking? “Why do people like mobile banking? Data included: Ratings and reviews. Interaction and response rates.

Finance 261

Finance User Testing Feedback Software Research Software 261

Userpilot

AUGUST 12, 2024

Interested in customer segmentation analytics but don’t know where to start? Best segmentation and analytics tools. Segmentation analytics help you identify patterns and gain deeper insights into customer groups. It offers unique features like cart analysis and campaign reporting. The purpose?

Data Visualization 95

Data Visualization Analytic Tools Feedback Software Reporting Tools 95

Intercom, Inc.

AUGUST 13, 2019

Automated customer service isn’t a new concept. Here’s an inside look at how we’ve implemented personalized, automated customer service at Intercom, and ideas about how to successfully implement automation as part of your own support offerings in the future. What is automated customer service? Why automate your customer service?

Data Visualization 279

Data Visualization Customer Experience Customer Feedback User Testing 279

The Product Guy

DECEMBER 15, 2019

In this role, Gaudio drives the strategy behind roadmap management, agile product development, and cross-functional communication. Drew is the Director of Strategy at Modus Create, a digital transformation agency that focuses on product strategy, CX, cloud, and agile development. The Best Product Consultant. Drew Falkman.

Technical Advisors 370

Technical Advisors Analytic Tools Product Management Product Manager 370

The Product Guy

MAY 7, 2020

As you climb the ladder, primarily the focus changes from solution and execution to strategy. Data PM: organizations dealing in data products (building AI/ML based products) prefer a PM with data science background so that they can appreciate the problems well and being able to work with data engineers/scientists.

Technical Review 398

Technical Review Product Management Product Manager Research Software 398

Piyanka Jain

MARCH 28, 2023

How to Leverage Data Science in Fintech for Maximum Impact Data science has been a game-changer in the financial industry, and fintech is one of the sectors that has successfully leveraged its power to create innovative solutions for consumers. To read more about the top applications of data science in fintech, click here.

Data Visualization 39

Data Visualization Artificial Inteligence Banking Startups 39

Intercom, Inc.

AUGUST 30, 2022

As a founder, you may know exactly what tech stack you need to build your product – but what about when it comes to the tools you need to run your business? But these days, there are so many innovative and impactful tools that can massively streamline your workflows and help to set you up for success as you scale.

Reporting Tools 163

Reporting Tools Customer Communications Analytic Tools Data Visualization 163

Reveal

AUGUST 24, 2022

Reveal Embedded Analytics. Businesses of all industries and all sizes incorporate embedded analytics technologies and capabilities into their own software, SaaS platforms, Angular apps , or other apps because of the tremendous benefits that they get. Banking : Deliver great benefits to customers and employees alike.

Data Visualization 98

Data Visualization Embedded Analytics Analytic Tools Telecommunications 98

Alchemer Mobile

JUNE 12, 2019

Regulations about how data can be passed through digital channels are tight, and companies must walk a fine line between providing an exceptional mobile experience that meets customer needs without sharing sensitive financial information. The second is to use proactive engagement strategies and contextually relevant messaging.

Feedback Software 199

Feedback Software Finance Reporting Tools Data Visualization 199

Intercom, Inc.

FEBRUARY 6, 2020

It might be the same core product, but it’s a completely different strategy. Last year Deloitte reported that the half-life of skills has fallen to five years, meaning the average person will need to retrain or reskill up to 10 times over the course of their working lives.

Feedback Software 243

Feedback Software Analytic Tools Research Software Data Visualization 243

The Product Guy

JULY 4, 2019

We provided consulting, insurance brokerage, information technology and business process outsourcing services. My team serviced retirement plans and employee stock plans for two clients, TWA Pilots and Nalco Chemical Company (now called Nalco Water). At Hewitt, I was a Business Analyst on the TWA (Trans World Airlines) and Nalco Team.

Research Software 384

Research Software Product Management Product Manager Systems Review 384

Alchemer Mobile

DECEMBER 16, 2020

Between heavy increases in usage as well as staggering drops in economic activity, 2020 was a roller coaster for banks, insurance companies, budgeting apps, and everything in between. To help your finance app stand out in 2021, focus on these four strategies at the start of the new year. Provide better, more effective customer service.

Finance 243

Finance Feedback Software User Testing Data Visualization 243

Userpilot

JANUARY 26, 2021

Customer journey analytics is your greatest resource in making sense of your user data. But can you take action on those insights? If all the data we collect to create better products and customer experiences were trees, each company could plant its own forest. What Is Customer Journey Analytics? But then what?

Data Visualization 98

Data Visualization Analytic Tools User Testing Customer Experience 98

UX Planet

MARCH 15, 2025

I love gathering data, analysing it and using it to justify design decisions. Its not just the time to do the actual research; its the time to plan, recruit, analyse and report. Sometimes its okay to rely on some analytics and heuristicsthere are often principles, patterns and precedents to fall back on for the work youredoing.

User Testing 76

User Testing Research Software Product Research Customer Experience 76

The Product Coalition

JUNE 17, 2019

David Gledhill , DBS Bank Chief Information Officer. Bank customers’ requests are rapidly changing. Providing flawless branch services and keeping clients’ money safe is no longer enough. Today, people want to be able to manage their finances entirely online, a feature not every bank is currently able to provide.

Banking 107

Banking Development Team Review Software Review Technical Review 107

The Product Coalition

AUGUST 23, 2023

Banking on Conversation: The Future of User Experience with Conversational UI Image created by the author using Bluewillow AI How many times do we all log in to our banking app and struggle to find information? This is precisely where Conversational UI banking is revolutionizing the retail banking industry.

Artificial Inteligence 122

Artificial Inteligence Banking Technical Review Systems Review 122

Product Innovation Educators

SEPTEMBER 21, 2020

The insights that Scott shares with us are from a new book he co-authored with a title that is perfect for this podcast— Eat, Sleep, Innovate. Use the many available tools to help you understand the problems you’re solving. [13:25] The tendency is to solve this analytically, but you’ll make assumptions and miss something.

Data Visualization 217

Data Visualization Product Management Product Manager Analytic Tools 217

Alchemer Mobile

JUNE 24, 2021

Banking, fintech, and insurance companies are uniquely positioned to build relationships with mobile consumers—but few tap into their app’s full potential, leaving missed connection opportunities on the table. The 2021 report includes data from 862 iOS and Android apps with 5,000+ active users, with a focus on the finance app category.

User Testing 162

User Testing Feedback Software Finance Customer Feedback 162

The Product Coalition

MARCH 25, 2022

Banks, insurance companies, and trading platforms use digital solutions to facilitate their communication with clients and make operations easier to perform. Banking mobile apps, trading platforms, blockchain, contactless payments, NFT, financial data analysis-all these terms fall into the fintech category.

Research Software 136

Research Software Feedback Software Reporting Tools Data Visualization 136

UX Studio: Product Management

JUNE 29, 2021

Recently, one of these topics was to communicate research insights in a better way. . We will also focus on methods of continuous dissemination of research insights. Why we need continuous dissemination of research insights with stakeholders. In many cases, insight collection falls under the job description of a UX researcher.

Data Visualization 122

Data Visualization User Testing Research Software Customer Feedback 122

Userpilot

JANUARY 15, 2024

However, this guide will show you how to measure customer experience in the fintech industry, make improvements, and pick the best tools for the job! Creating a personalized experience, using in-app guidance /communication, and building an in-app resource center are all effective strategies for improving the fintech customer experience.

Analytic Tools 101

Analytic Tools Feedback Software Reporting Tools Data Visualization 101

Intercom, Inc.

OCTOBER 29, 2019

Up until this point, to understand our customers, we had primarily relied on the Jobs-to-be-Done framework , product sense, research insight, sales input, and a belief that our customers were companies just like us. Authoritative, actionable strategies on how to grow your business. A substitute for strategy or planning.

User Testing 184

User Testing Data Visualization Customer Experience Customer Feedback 184

Intercom, Inc.

APRIL 29, 2020

I shared how we’re navigating these big changes, from the immediate impacts on customers, to the implications for our marketing and product plans, and, finally, to our customer communications strategy. By now, we’ve all received those hundreds of COVID-19 emails from services that we maybe used once 10 years ago.

Customer Experience 228

Customer Experience User Friction Customer Feedback Data Visualization 228

Product Talk

JANUARY 31, 2024

I have found it challenging to succinctly explain the insights while also showing enough of my work to get people bought in on the recommendations,” says Leann. “It The designer Leann was working with took the time to visually outline the broader opportunity and possible benefits in a compelling way.

Product Research 279

Product Research Reporting Tools Feedback Software Customer Communications 279

Userpilot

FEBRUARY 28, 2024

Based on the insights from analytics , optimize the user flow. Collect user feedback regularly and use the insights to refine user flows. For example, the diagram below illustrates a banking app login flow. What tools can you use to gather the necessary data? User flow diagram. Challenges.

Analytic Tools 105

Analytic Tools Feedback Software Research Software User Testing 105

Userpilot

APRIL 6, 2023

In-app feedback is one of the most insightful and relevant types of data you can collect as a product marketer, while also being the cheapest. So in this post, we’re giving away all our tactics for collecting in-app feedback and sharing the tools you can use to make the most out of it without coding.

Feedback Software 96

Feedback Software Analytic Tools Research Software Data Visualization 96

The Product Coalition

NOVEMBER 23, 2021

Here are some tools you can use to find the best products: Using Keyword Research Tools When Milos began their eCommerce journey more than five years ago, there weren’t many research tools available. Here are a few research tools you can use: Google Trends ?—?Google Amazon Keyword Research Tools ?—?There

Branding 153

Branding Data Visualization Analytic Tools Reporting Tools 153

The Product Coalition

SEPTEMBER 2, 2021

Source: Executium on Unsplash During these tough economic times, many financial innovations were born as the crisis demanded shifts in current business strategies and consumer journeys. It’s the first insurance service provider working at a “light” speed. Among other benefits, Koyo works at high speed compared to other loan servicers.

Analytic Tools 115

Analytic Tools Data Visualization Artificial Inteligence Startups 115

The Product Coalition

JANUARY 12, 2023

"Digital transformation" is the process of using technology to redefine processes, products, and services to create more value for customers and organizations. Digital transformation (DT) is the process of leveraging digital technologies and data to create value and gain a competitive edge in today’s rapidly changing digital economy.

Artificial Inteligence 149

Artificial Inteligence Data Visualization Analytic Tools Research Software 149

Product Management Unpacked

JULY 9, 2020

Pendo offers a platform of tools that allows product managers to make their products better —whether they are at the beginning of their product roadmap deciding what to build or want to validate the direction for how their product evolves. However, Pendo’s platform of tools isn’t exactly what Crofts considers his primary product. “If

Analytic Tools 185

Analytic Tools Reporting Tools Data Visualization Product Research 185

The Product Coalition

MARCH 15, 2023

If you’re a financial services product manager, you’ll know that crafting an effective fintech app onboarding process is no small feat. There are challenges unique to financial services that become magnified when dealing with mobile devices. Chances are the ones you frequently use have a simple, intuitive app onboarding process.

Onboarding KPIs 144

Onboarding KPIs Analytic Tools Research Software Data Visualization 144

Product Talk

MAY 13, 2020

Product teams struggle to drive business outcomes because many companies haven’t taken the time to define their strategy. Marty Cagan highlighted this in his recent post “ Product Strategy – Focus.” They want to place multiple bets to achieve their financial goals, just like they would in a diversified portfolio investment strategy.

Product Research 360

Product Research User Testing Customer Experience Feedback Software 360

Mind the Product

MARCH 20, 2020

Quoting Georgie Smallwood, CPO of European digital bank N26, Melissa explains that the skills of a product leader are essentially those of a product manager but with wider scope. Start today, by analysing all the information available – customer and user research, market research, and user data. Portfolio and product strategy.

User Testing 253

User Testing Product Research Customer Feedback Customer Experience 253