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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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How Do Aha Moments Lead to Feature and Product Adoption?

Userpilot

Wondering how Aha moments lead to feature and product adoption? The articles explains what the Aha moment is and what role it plays in user activation, product adoption , and customer retention. You will also learn how to find the Aha moment for your product and optimize it for different users.

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10 UX Best Practices to Enhance User Experience

Userpilot

Following UX best practices is essential to make the product experience more intuitive and efficient. But which strategies are worth following to improve product engagement ? TL;DR UX design —short for User Experience Design—focuses on creating products that offer meaningful and relevant experiences to users.

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Customer Service KPIs: What Metrics To Track & How To Improve Them With Actionable Strategies

Userpilot

Having trouble deciding which customer service KPI to use? There are some vanity metrics among the KPIs for customer service. So let’s look at the most important KPIs that will help you create strategies to provide superior customer service and boost retention. What are customer service KPIs?

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How to Deliver a Better Product in Terms of Usability and User Experience?

Userpilot

If you’re a UX designer or product manager wondering how to deliver a better product in terms of usability and user experience, this is the article for you. Start improving user experience and usability with user research. Let’s get right to it! Let’s get right to it!

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UX vs CX (User Experience vs Customer Experience): Explaining 4 Key Differences

Userpilot

UX deals with a user's interactions with specific aspects of your product, while CX is broader and covers all customer engagements with your brand. TL;DR The user experience (UX) is the sum of a user's thoughts, impressions, and feelings as they interact with specific aspects of your product.

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New Client Onboarding Checklist Template To Nail Your Customer Onboarding Process

Userpilot

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.