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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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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.

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Best Resources for Customer Advocates

Userpilot

TL;DR This is a professional who represents the customer’s interests within a company, ensuring their needs and feedback are addressed to improve products and services. Essential tools for customer advocates include Userpilot for user onboarding and feedback collection, Zendesk for CX management, and Asana for project management.

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Your Ultimate Guide to B2B Loyalty Programs [With Examples]

Userpilot

Efficient onboarding , with personalized flows and tailored user personas, ensures business partners understand and benefit from your B2B loyalty program. Measure your B2B loyalty program’s performance with KPIs like NPS, ROI, MRR, ARR, and CLV, and regularly adjust for effectiveness and long-term success.

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How to Become a Customer Engagement Manager [+Tools and Resources]

Userpilot

Some essential tools include Userpilot for in-app experiences & analytics , Appcues for user-friendly in-app guidance & onboarding, and Pendo for comprehensive product experience & analytics. Userpilot is an all-in-one product platform with engagement features and powerful analytics capabilities.

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How to Become a CX Product Manager [+Tools and Resources]

Userpilot

Embarking on a career as a CX product manager 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 CX product manager. Looking into tools for CX product managers? Book a demo to see it in action!

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Best Resources for Retention Specialists

Userpilot

A retention specialist is responsible for proactively engaging with users, guiding them through product adoption, gathering feedback, and managing subscriptions. Their role also involves analyzing data and collaborating with product teams to enhance the overall customer experience. Looking to enhance your customer retention efforts?