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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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How to Create an Effective Onboarding Tour That Activates and Retains SaaS Users

Userpilot

Let’s face it: an onboarding tour is a key to unlocking your product’s sustainable growth. Not only can it make or mar the first impression users have about your product, but it’s also the first channel for obtaining real-time product feedback for your product teams. What is an onboarding tour?

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Understanding Product Management

The Product Guy

Guest Post by: Vivek Karna (Mentee, Session 11, The Product Mentor) [Paired with Mentor, John Masterson]. Hence it is critical that one is aware of the best practises of the role and develops his own philosophy which results into maximum positive leverage for the organization. the Product Manager role is a rather recent phenomenon.

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Best Resources for Customer Onboarding Managers

Userpilot

This guide will introduce you to the best resources available for customer onboarding managers, providing you with a curated selection of valuable materials to enhance your skills and knowledge. Looking to enhance your customer onboarding process and drive product adoption? What does a customer onboarding manager do?

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Product Strategy Depends on Company Strategy

Mironov Consulting

Expanding on a recent post ( Revenue Goals are Not Company Strategies ), I’ve been seeing lots of maker teams (product, engineering, design) struggling to form product strategies without a company strategy to hang them on.  Why is this so critical to Product Management and the larger maker organization? 

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How to Become a Customer Onboarding Specialist [+Tools and Resources]

Userpilot

Embarking on a career as a customer onboarding specialist 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 onboarding specialist. Let’s dive in!