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The Ultimate Guide to Customer Onboarding in Banking

Userpilot

How does customer onboarding in banking work? 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. The process establishes the foundation for the bank-customer relationship.

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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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12 Best Customer Retention Software for SaaS Companies in 2024

Userpilot

Are you on the lookout for tools that can help you improve customer retention ? There are quite a few solutions around, so it might be difficult to find, especially as we’re not talking about one specific set of tools but rather a whole range of different solutions covering a range of use cases.

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From Intercom to Userpilot: How Talana Enhanced Customer Onboarding

Userpilot

Talana is a company offering human resources solutions. It offers 8 products that help companies recruit staff, manage payroll and benefits, improve communications, and build workplace communities. The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go.

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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. This is especially true when trying to implement an in-app support infrastructure within your platform. Want to improve your fintech customer experience?

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Core Feature Adoption Rate: Benchmark Report 2024

Userpilot

That’s the average core feature activation rate across the companies we studied for our Product Metrics Benchmark Report 2024. We also look at ways to improve the core feature activation rate for your SaaS product! We also look at ways to improve the core feature activation rate for your SaaS product!

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How Zoezi Improved User Experience and Gained Valuable Insights With Userpilot

Userpilot

Zoezi is an all-in-one platform for the wellness industry. It allows gyms, yoga studios, spas, outdoor centers, and personal trainers to streamline day-to-day operations: admin, finance, and customer care. They use Userpilot to monitor product usage, design onboarding flows, deliver release notes , and provide in-app support.