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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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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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MarTech Success Metrics Benchmark Report 2024

Userpilot

MarTech companies had the lowest onboarding c completion rates of all the industries we studied for our SaaS Product Metrics Benchmark Report. Does it have any impact on new user activation, time-to-value, or other metrics? We also show you how you can improve the key success metrics for your MarTech SaaS.

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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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How to Evaluate Product Performance: Metrics, Analysis & Improvement

Userpilot

It’s no secret that learning how to evaluate product performance is essential for product management. But how can you effectively measure product metrics that can help you reach your goals and increase revenue growth? Why not book a Userpilot demo to see how you can analyze and improve product performance continuously?

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9 Best Onboarding Platforms for SaaS Companies

Userpilot

What are the best onboarding platforms available on the market in 2024? Are you looking for an onboarding solution for web or mobile apps? Do you need it to support customer or employee onboarding processes? Are you after specific features to support your onboarding tasks? Ready to dive in?

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End-User Behavior Monitoring: Types, Benefits & Tools

Userpilot

Understanding how end-users interact with your product is crucial to identifying user experience bottlenecks. It also helps identify better ways to engage users. When combined with product analytics , end-user behavior monitoring can help you boost product usage and retention rates.