Remove Customer Experience Remove Embedded Analytics Remove Onboarding KPIs Remove Product Research
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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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Embedding a Customer Feedback Loop Into Your Product Delivery

Gainsight

Constant feedback is the lifeblood pumping into every successful product delivery. And if you want to unleash a steady flow of products and features that your users love, you have to keep your finger on their pulse constantly. Wondering how to anchor these feedback loops into your product?

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Happy Customer Service: What Is It + 12 Ways to Delight Customers

Userpilot

Happy customer service can be the difference between inconsistent revenue and a good bottom line. When users are delighted with your product experience, they engage more and tend to renew and even upgrade their accounts. Positive word of mouth from loyal customers. Increased customer lifetime value.

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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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UX Research Process: A Step-By-Step Framework

Userpilot

What is the UX research process? It also outlines a 9-step guide on how to conduct UX research for product managers and UX designers. TL;DR The UX research process is a sequence of steps to collect and analyze data on user interactions with the product to better understand their needs and preferences.