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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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The Product Strategy and the Product Life Cycle

Roman Pichler

Listen to the audio version of this article: [link] A Brief Introduction to the Product Lifecycle Model As its name suggests, the product lifecycle model describes how a product develops over time. A product is born or launched; it then develops, grows, and matures. It assumes that it has a life much like a living being.

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Two Development Team Configurations I Lobby Against

Mironov Consulting

But there are some engineering team configurations that I see as problematic.  So 1] Dedicated Bug Fixing Teams Sometimes there’s a push to create development teams specifically to close out bugs and defects, especially after frequent outages or to address long-term system neglect.  This

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Legacy Systems VS Modern Embedded Analytics

Reveal

In today’s digitalized and technology-oriented world, customers require much more than static data visualization or simple reporting. Continue reading to find out what a modern embedded analytics solution is and how it can replace your legacy system by decreasing operational costs and increasing annual revenue.

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Ask the Community: What’s a Mistake You Made Early in Your Continuous Discovery Journey?

Product Talk

Because discovery involves changing the way you work on an individual, team, and even company level, it’s all too easy to make mistakes and missteps. If you’ve already begun to develop continuous discovery habits, maybe one of these stories will remind you of something you’ve experienced somewhere in your journey.

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Product Model, Service Models, and Investor Valuations

Mironov Consulting

Almost every week, I have a conversation with executives at B2B software companies who don’t see a bright-line distinction between software license revenue and customization/implementation revenue.  Or What do I mean by software product vs software services ?  A billable).  Building

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Everything you need to know about Pulse AI for customer experience 

Alchemer Mobile

It’s driven by tools like ChatGPT and Gemini, and nothing has captured attention quite so effectively since social media hit the scene promising free technology to get closer to their customers. Most existing tools don’t connect the core capabilities that businesses need to drive enterprise goals and meet CX objectives.