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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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How to Leverage AI in SaaS? (+Best Tools)

Userpilot

AI chatbots handle queries three times faster than customer service agents, improving efficiency while meeting customers’ preferences for self-service. You can use AI’s predictive analytics to anticipate user behaviors to facilitate proactive support and reduce churn risks. AI analytics are coming soon.

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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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Establishing a market-led culture with a Product Management framework

BrainMates

Understanding that product management is not a one person job, SnapComms CEO Chris Leonard and 11 employees, who hailed from customer service, engineering, marketing and sales, attended the Brainmates’ Essentials of Product Management course to start the company product management journey together. Where do you start? What matters most?

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Reveal VS Looker for Embedded Analytics; Which Solution Is Better for You?

Reveal

Reveal Embedded Analytics. This is where tools such as Reveal and Looker come in handy – they convert raw data into easy-to-understand and easy-to-use insights that enable organizations to reshape and modernize the way they do business. A good embedded analytics solution offers a lot more than data visualizations.

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Top CX Trends That Are Shaping the SaaS Industry in 2022

Userpilot

Users don’t want to wait for ages for customer service agents to respond. Deliver proactive support and self-service options for the best customer experience. E-commerce businesses already use these tools to improve engagement. SaaS businesses are next. Results from the State of SaaS Onboarding report.

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6 Customer Communication Pain Points in SaaS + How to Resolve Them

Userpilot

Resource center analytics. This means customers will abandon brands with poor communication, opening up an opportunity for your business to stand out. By establishing a reputation for excellent customer service, you’ll not only retain customers but also create a powerful point of product differentiation.