Remove Customer Experience Remove Embedded Analytics Remove Messaging Remove Onboarding KPIs
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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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What User Onboarding Metrics To Track and How To Use Onboarding Analytics To Optimize Them?

Userpilot

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Track in-app feature usage to identify and remove friction points.

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How to Improve Customer Retention: 20 Actionable Strategies

Userpilot

Wondering how to improve customer retention? The article shares 20 actionable customer retention strategies for your SaaS! TL;DR Customer retention is your ability to keep users using the product. Without retention, a SaaS business doesn’t have a predictable revenue stream necessary for growth.

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Fintech Customer Experience: How to Measure and Improve It [+ Tools]

Userpilot

Creating a positive fintech customer experience for every lead who walks through the door of financial institutions is easier said than done. However, this guide will show you how to measure customer experience in the fintech industry, make improvements, and pick the best tools for the job!

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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. You can use modals for this.

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PLG for Enterprise: Best Practices for Scalable Business Growth

Userpilot

TL;DR We define product-led growth (PLG) as a business strategy that uses the product to boost its own growth. Unlike sales-led businesses, a product-led growth company relies on product virality to drive customer acquisition and frictionless experiences that enable users to realize the product value.

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15 Best User Behavior Analytics Tools in 2024

Userpilot

User behavior analytics tools are an essential part of the modern product manager’s toolkit. These robust tools help you track and analyze crucial user behavior data. You can use the information they provide to improve user engagement, boost conversion rates, streamline your marketing, and drive product growth.