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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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10 Sentiment Examples for Improving Customer Satisfaction [+ Tools]

Userpilot

In this guide, we’ll go over what sentiment analysis is, why you should do it, and look at 10 sentiment examples! TL;DR Sentiment analysis helps you monitor the opinions, emotions, and feelings (sentiment) of customers towards your product or brand. How to collect customer feedback and opinions for sentiment analysis?

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Product Marketing Strategy: Definition, Steps, and Examples

Userpilot

Product marketing is the process of bringing a product to market, and a well-curated product marketing strategy is key to understanding customer needs and driving adoption. TL;DR A product marketing strategy is a roadmap for how a new product will be positioned, priced, and marketed. Let’s dive in!

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Help desk metrics: Elevate your customer support with the right insights

Intercom, Inc.

To provide this, you must understand how your customer experience stacks up against these expectations. This is where metrics can be invaluable, giving clarity on performance, and circumventing potential issues. But with so much data to consider, how can you define the help desk metrics that matter for your team?

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What is a Customer Onboarding Coordinator? Responsibilities, Salaries, and More

Userpilot

Whether you’re a seasoned professional or new to the field, understanding the nuances of customer onboarding coordinators is essential for success. TL;DR A customer onboarding coordinator is a professional responsible for guiding new customers through the initial stages of using a product or service.

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Customer Service KPIs: What Metrics To Track & How To Improve Them With Actionable Strategies

Userpilot

Having trouble deciding which customer service KPI to use? There are some vanity metrics among the KPIs for customer service. So let’s look at the most important KPIs that will help you create strategies to provide superior customer service and boost retention. What are customer service KPIs?

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25+ Customer Satisfaction Survey Questions to Ask Users for Insightful Feedback

Userpilot

It’s crucial to listen to the voice of the customer and let their feedback guide your company’s growth and sustainability. And to do that, you must ask the right customer satisfaction survey questions. Here are some best practices for collecting customer feedback. What is a customer satisfaction survey?