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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 self-service resources can you offer?

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Best 15 NPS Survey Tools in 2024

Usersnap

Net Promoter Score, launched in 2003, has become a key metric for assessing customer satisfaction. NPS measures customer loyalty by asking how likely customers are to recommend your product or service to others. They offer detailed reporting and customizable survey questions , often with user-friendly interfaces.

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9 Growth Initiatives for Successful Companies [With Examples]

Userpilot

A detailed growth strategy for retaining customers may involve various tactics, including self-serve onboarding and support, referral programs, and informed feature development. To take full advantage of growth opportunities, use product analytics to inform product decisions. PLG depends on the self-service model.

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13 Best Customer Self-Service Portals to Enhance Customer Experience

Userpilot

If you’re here looking for a tool to implement customer self-service portals, chances are you’ve been struggling to build one by yourself. Thankfully, there’re simple solutions in the market that can help you create an efficient resource center, that integrates smoothly and is 100% self-service.

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Userlane vs Walkme: Which is the best tool for onboarding?

Userpilot

But the two popular digital adoption platforms are very different in terms of pricing, features, integrations, customer satisfaction and ux. Which is a better choice for you, Walkme vs Userlane, as an enterprise vs. a small business? Users can also embed videos, articles, and more into walkthroughs.

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10 User Persona Examples for SaaS Products and How to Create Them

Userpilot

Kontentino is a user-friendly social media scheduling tool, primarily build for social media agencies as it’s tailored for effective agency-client collaboration. All in one dashboard. Let’s look into what user personas do these tools cater to. SaaS User Persona Example – Userpilot: Product Manager.

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How Using ChatGPT for Product Management is a Valuable Time-Saver

Usersnap

How is ChatGPT different from a search engine? The difference between ChatGPT and a search engine is based on how they function and the data they provide. Design a sprint brief for the engineering team that explains what they will be doing every day over the next two weeks to deliver the new feature.”

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