UX Planet

JANUARY 10, 2025

Behavioral science and persuasive techniques can offer valuable insights and practical strategies to bridge the gap between intention and action. Understanding the Basics of Behavioral Influence Understanding why saving is so hard is essential before looking into strategies.

Feedback Software 98

Feedback Software Research Software User Testing Customer Feedback 98

Alchemer Mobile

JULY 25, 2024

In our digital world, it has never been easier for customers to switch banks, wealth and investment managers, or financial technologies. 40% of banking customers are willing to leave their provider for a better digital experience alone! The first step to meeting these expectations is assessing your current experience.

Reporting Tools 182

Reporting Tools Data Visualization Feedback Software Analytic Tools 182

UX Planet

JANUARY 22, 2025

Reference values CRR varies widely across industries due to differences in customer expectations about business. Finance and banking: 85%90%. How to collect data forCRR The most reliable source for collecting data for CRR is your Customer Relationship Management (CRM) system. Telecom: 75%85%. increased churn). New course alert!

Analytic Tools 105

Analytic Tools Data Visualization User Testing Customer Feedback 105

The Product Coalition

JULY 8, 2021

Customer service and insights Current financial systems have a lot of gaps in customer service. Innovation-thinking banks and fintech startups use natural language processing to augment intelligent chatbots into the customer experience. The bank uses NLP to automate the process of reviewing large amounts of legal documents.

Data Visualization 158

Data Visualization Reporting Tools Analytic Tools Banking 158

The Product Coalition

JUNE 26, 2023

Many have a well-defined AI strategy and have made considerable progress. However, the emergence of generative AI presents an opportunity for these enterprises to revisit their AI strategies and plans. The risk of falling behind is real.

Generative AI 132

Generative AI Customer Communications Reporting Tools Technical Review 132

Intercom, Inc.

FEBRUARY 26, 2018

It’s even harder if you don’t know all of the armies on the field, their strategies and weapons, or even who’s a friend and who’s a foe. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. The same is true in software. Innovative startups. Money is cheap.

Research Software 224

Research Software Software Review Technical Review Development Team Review 224

Intercom, Inc.

AUGUST 1, 2019

This week, I invited Michael to come on the show and tell us about their growth strategy. Michael and his team created a lucrative reward system for startups , which they were able to do through group purchasing (taking advantage of a vertical that allowed them to buy software packages). Is that part of the strategy as well?

Strategy 36

Strategy Data Visualization Analytic Tools Startups 36

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. These fintech companies and startups have earned a spot on this list due to their impressive technology and socially conscious approaches to finance.

Analytic Tools 116

Analytic Tools Data Visualization Artificial Inteligence Startups 116

Mironov Consulting

OCTOBER 19, 2022

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  Here’s my thinking. [1]  But fixing what’s broken still belongs to whoever broke it. [2]

Weak Development Team 129

Weak Development Team Software Review Systems Review Technical Review 129

Alchemer Mobile

APRIL 28, 2020

USAA put their members first by returning a large portion of insurance premiums to members due to reduced mileage. Their data revealed members driving less due to stay home orders, so they’re offering a 20 percent credit on two months of premiums to everyone. Another bank doing it right with empathy! ? JimMarous ? ? rshevlin ?

Customer Communications 147

Customer Communications User Testing Customer Feedback Customer Experience 147

Product Talk

DECEMBER 7, 2022

call center software used by internal customer representatives or inventory systems used by your colleagues), then your customers are your colleagues who use that software. You can find an overview of all three strategies in this excerpt from my book. You can find an overview of all three strategies in this excerpt from my book.

User Testing 248

User Testing Reporting Tools Customer Experience User Friction 248

The Product Coalition

NOVEMBER 23, 2021

Products under 200 reviews. Here are a few things worth looking for: Stick with niches that have less than three hundred reviews. Connect a current bank account that will enable you to receive regular deposits and make payments. In this case, you will need access to your bank’s routing number and your own account number.

Branding 153

Branding Data Visualization Analytic Tools Reporting Tools 153

The Product Coalition

OCTOBER 4, 2023

However, traditional financial systems often hinder cross-border transactions due to high fees, currency conversions, and time delays. DEXs can be a catalyst for financial inclusion by providing a platform for individuals to access and trade cryptocurrencies without the need for a traditional bank account.

Technical Review 137

Technical Review Finance Customer Experience Banking 137

Intercom, Inc.

JANUARY 10, 2019

Bots are great at things that are suitable for computer calculations, like when your next bill is due. Or showing you your bank balance. Also, if a person is sitting there answering people’s calls about their bank balance eight hours a day, they would go out of their mind with boredom.

User Testing 143

User Testing Banking Customer Experience Technical Review 143

Intercom, Inc.

JUNE 30, 2022

Caroline Jarrett became interested in forms around 30 years ago while delivering optical character recognition systems to the UK Inland Revenue, which included processing tax forms. Then, I got a job with a big computer systems integrator in the UK. At the time, they were called Bull Information Systems.

Feedback Software 239

Feedback Software Reporting Tools Research Software User Testing 239

Mind the Product

SEPTEMBER 29, 2017

Unfortunately, their strategy was not translated to the marketing of the product and it totally underrepresented the advances they had made – due to a lack of communication between the design, development and marketing teams. These weeks have been successfully run everywhere from banks to airlines to charities.

Research Software 151

Research Software User Testing Airlines Software Review 151

Sachin Rekhi

JUNE 1, 2017

This overall strategy of balancing exploration to gather new information and exploitation to reap the highest known rewards applies well beyond this theoretical gambler problem but also is the essence of the strategy I've employed to navigate my own career and find my passion/skill/opportunity fit.

Technical Review 121

Technical Review Software Review Research Software Reporting Tools 121

Mironov Consulting

DECEMBER 29, 2022

 But when I do product due diligence for SaaS-focused PE/VC firms, it's the very first thing I look at.  Let’s “MegaCorp needs a special connector to a home-grown credit reporting system.”  Can we partner with some services-only firms and teach them how to implement our system?  How

Reporting Tools 111

Reporting Tools Data Visualization Software Review Technical Review 111

The Product Coalition

APRIL 23, 2018

But, you do need some level of financial help from an expert, someone who can cast a trained eye on your cash flow, margins, key performance indicators, and overall profit picture while you concentrate on your team, your products, and your strategies for growth. Same thing If you are trying to get a bank loan.

Systems Review 60

Systems Review Development Team Review Customer Experience Finance 60

The Product Coalition

NOVEMBER 19, 2020

Strategies for switching into a product management role when you don’t fit the cookie cutter qualifications. But, if one is systemic and patient in their search, making a successful switch is very achievable. I realized this only as my friend and I talked through strategies he might try. How do these people get into product?

Technical Review 166

Technical Review Product Manager Product Management Research Software 166

Mind the Product

AUGUST 19, 2019

Anomaly detection is used to identify suspicious bank transactions or fake accounts. An ML system would probably catch more mistakes but would be far more expensive to build. You forget that your dataset also includes December and Christmas holidays that skew your data due to unusual user activity and behaviour.

Artificial Inteligence 195

Artificial Inteligence Data Visualization Product Research Reporting Tools 195

Userpilot

JUNE 28, 2021

Is your customer engagement marketing strategy bringing in expected results? If executed well, a consumer engagement marketing strategy not only increases your revenue but also maximizes the customer lifetime value. 6 customer engagement marketing strategies for SaaS. 6 customer engagement marketing strategies for SaaS.

Feedback Software 105

Feedback Software Analytic Tools User Testing Customer Feedback 105

UX Planet

FEBRUARY 1, 2024

It will integrate live shopping updates, investment tracking, credit and debit card transactions from multiple banks, bill management, goals tracking, insurance and loan details, tax calculations, and insights on optimising savings. Bank-level security for user data. Integration with bank accounts for seamless expense tracking.

Analytic Tools 98

Analytic Tools Data Visualization Research Software Reporting Tools 98

Alchemer Mobile

MARCH 18, 2021

Almost all apps experienced significant change in their DAU due to COVID-19. Now is a great time to act on that, to really enhance our mobile strategy, and to win market share, because it is a prime time to do that. In a year when very little was normal, brands got really creative when talking about mobile engagement strategies.

User Testing 173

User Testing Webinar Data Visualization Feedback Software 173

Mind the Product

SEPTEMBER 6, 2018

Make friends with the field : It works like a bank account, which means you will have to invest in these relationships before you get to use them. Hold a high standard : Promote the above strategies within your team by asking specific questions about the personas during spec reviews. In Conclusion.

Enterprise 180

Enterprise Customer Feedback Customer Experience Reporting Tools 180

Userpilot

SEPTEMBER 10, 2022

Payment failure due to expired cards. Payment fails due to insufficient funds. And when credit card companies see these sorts of transactions go through their system, they will not process them as a precautionary measure. Failed transactions due to credit card limit. Most common reasons for involuntary churn.

Feedback Software 98

Feedback Software Analytic Tools Customer Experience User Testing 98

ProductPlan

MARCH 18, 2022

But grappling with the influx of ideas and instituting a system to handle them is essential because they sometimes have much to offer, even if it’s not right at the moment. Some ideas may have promise but don’t fit in with the current strategy, funding level, or development bandwidth at the time. Step 3: Reviewed.

Idea Management 105

Idea Management Feedback Software Systems Review User Testing 105

ProductPlan

SEPTEMBER 8, 2021

How did Amazon’s product strategy fare during the pandemic? Short answer: Amazon’s product strategy example lead the way). Amazon’s product strategy example has rewritten the book on convenience, easy access, and speed, and in doing so, embedded itself in the daily lives and routines of consumers. Britannica.com ).

Product Strategy 87

Product Strategy User Testing Strategy Technical Review 87

Mind the Product

MAY 13, 2019

We’re a UK-based bank and our mission is to make money work for everyone. Finally we structure the “what” – this means we create systems, frameworks and processes, rather than feeding squads a roadmap. Scale our systems to flexibly lend to more users. Use these to build your longer-term strategy.

User Testing 194

User Testing Research Software Feedback Software Customer Experience 194

Sachin Rekhi

JUNE 16, 2019

Sets the overall vision and strategy of the company and communicates it to all stakeholders. Makes sure there is always enough cash in the bank. And they develop a powerful system, via the Standard of Performance and a passion for teaching, of inculcating their team to make them the very best at their roles.

Technical Review 150

Technical Review Leadership Systems Review Banking 150

Userpilot

AUGUST 12, 2024

Technographic segmentation (device type, operating system, etc.). When it comes to customer acquisition, knowing what makes your existing customers tick can help you refine your sales and marketing strategy, effectively engage your target audience, and attract the right customers. Needs-based segmentation (needs, pain points, etc.).

Data Visualization 95

Data Visualization Analytic Tools Feedback Software Reporting Tools 95

The Product Coalition

FEBRUARY 26, 2021

It is not just an indisputable innovation factory but a “ cash flow machine ” that has piled up more than 200 bln dollars on bank accounts and can run the business without selling a single iPhone for a year. To understand what stands behind Apple’s strategy, you should dip a little bit deeper into its revenue breakdown.

Customer Experience 108

Customer Experience Technical Review Systems Review Software Review 108

Mind the Product

MARCH 2, 2018

Regular penetration testing, bug bounty systems, and getting to know your local “white hat” ethical hacker can all help, but one of the best defences is, I believe, to develop a culture of stewardship across your organisation. This could include things like bank account or credit card details, date of birth, and salary.

Data Visualization 126

Data Visualization Systems Review Software Review Customer Experience 126

The Product Coalition

JUNE 21, 2021

Many worked from home on tasks ranging from organising team activities via Slack, analysing data and collaborating on documents via Google Docs, to discussing strategies via Microsoft Teams and coaching clients via Zoom. Some would want the materials in a digital format so they could use text to speech software to review the content.

Research Software 158

Research Software Data Visualization Software Review Technical Review 158

Userpilot

APRIL 17, 2024

Mixpanel provides insights into customer journeys to help businesses refine product-market fit and drive growth through data-driven strategies. This allows for more targeted marketing and product development strategies. Integration benefits are huge, allowing you to connect with other tools and systems you already use.

Data Visualization 103

Data Visualization Analytic Tools Feedback Software Reporting Tools 103

Userpilot

OCTOBER 4, 2022

Growth loops are a compounding growth strategy where the user fuels future growth by reinvesting their outputs into new inputs for the next growth cycle. It’s a linear, top-down approach, whereas growth loops are closed-loop systems where the process generates new inputs by design. Let’s get started. What are growth loops?

Customer Experience 98

Customer Experience User Testing Onboarding KPIs Software Review 98

UX Planet

JANUARY 22, 2024

Avoid pairing red and green due to potential visibility issues. Line Height Strategy: For headings, maintain a line height of 1–1.2 Minimize system response times, incorporating progress bars and animations to make waits tolerable. The mental model: Is this a bit like a bank? times the font size. times the font size.

Customer Experience 98

Customer Experience User Testing Research Software Customer Feedback 98