Remove Certifications Remove Onboarding KPIs Remove Trends
article thumbnail

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.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

11 User Onboarding Tips + How to Easily Implement Them

Userpilot

User onboarding helps users discover features they need to achieve their goals and trains them how to use them. In the article, we share 11 user onboarding tips and show you how to implement them. TL;DR User onboarding is the process of introducing key product functionalities and providing guidance to enable customer success.

article thumbnail

What is Product Management in Tech: Guide to the Role Of A Technical PM

Userpilot

As a SaaS professional, you’ve probably asked yourself, “What’s tech product management?” and wondered how it’s different from traditional product management. This guide takes a deep dive into the world of technical product management , showing you how to become one of these in-demand professionals.

article thumbnail

Best Resources for Customer Onboarding Managers

Userpilot

Whether you’re looking to deepen your expertise, stay updated with industry trends, or find practical tools to enhance your workflow, the right resources are essential for continuous growth and success. Looking to enhance your customer onboarding process and drive product adoption? Book a demo today!

article thumbnail

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

Userpilot

Embarking on a career as a customer onboarding 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 customer onboarding manager. Customer onboarding managers utilize various tools to enhance their work.

article thumbnail

Customer Onboarding Manager Career Path

Userpilot

Starting a career as a customer onboarding manager requires understanding the key steps, skills, and experiences needed for success. In this article, we will outline the typical journey for customer onboarding managers, covering educational requirements, entry-level positions, potential advancements, and long-term opportunities.