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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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Guide to Choosing the Best Customer Education Platform for SaaS

Userpilot

When it comes to choosing a customer education platform, there are so many options to pick from. Self-service , intuitive design, and customization used to be key requirements but today most tools have these, so it’s easy to get lost in the ocean of options. What is customer education?

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12 Best Customer Insight Tools for SaaS Companies in 2024

Userpilot

Want to understand what customers think and how they behave in your product ? If so, you need to invest in the right customer insight tools. These tools are perfect for providing valuable customer insights to make product improvements and optimize your customer experience. Read on to learn more.

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The Ultimate Guide to Customer Onboarding in Banking

Userpilot

You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. TL;DR Customer onboarding in banking focuses on setting up the customer account and familiarizing them with the bank’s product or service.

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How to Become a Customer Service Representative [+Tools and Resources]

Userpilot

Embarking on a career as a customer service representative 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 customer service representative. Let’s dive in! Book a demo to see it in action!

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The Ultimate Guide to Customer Education in SaaS: Best Practices, Examples, and Tools

Userpilot

Have you ever wondered why SaaS companies are spending so much on self-service solutions and customer education programs? Well, enabling customer success is just about one of the highest ROI activities you can do. What is customer education? Onboard customers more quickly and r educe time to value.

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How to Become a Customer Experience Analyst [+Tools and Resources]

Userpilot

TL;DR A customer experience analyst is a professional who evaluates and improves the interactions between a company and its customers, particularly in the SaaS industry, analyzing data to enhance user satisfaction and retention. Certifications in customer experience or data analysis can also enhance your qualifications.