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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 KPIs to Measure and Improve Your Fintech App Onboarding

The Product Coalition

Chances are the ones you frequently use have a simple, intuitive app onboarding process. If you’re a financial services product manager, you’ll know that crafting an effective fintech app onboarding process is no small feat. Effective onboarding is also necessary to set your users up to use your app successfully.

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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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How Zoezi Improved User Experience and Gained Valuable Insights With Userpilot

Userpilot

Zoezi is an all-in-one platform for the wellness industry. TL;DR Challenge : Zoezi struggled with a lack of insight into customer usage of their product , relying solely on feedback from a few major customers, which wasn't representative of the broader user base. Why did Zoezi decide to give Userpilot a shot?

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Product in Practice: How Botify Broke Down Silos and Moved to Product Trios

Product Talk

Working as a product trio can be a major transformation. Making the shift to product trios involves changing everything from the coworkers you collaborate with most closely and your communication style to the mindset you bring to work every day. – Tweet This The product team at Botify knows this all too well.

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Aligning Product Managers and Product Marketing Managers for Success – Interview With Aatir Abdul Rauf

Userpilot

Overlapping responsibilities and conflicting priorities are just a couple of the many friction points between product managers and product marketing managers – leading to inefficient workflows and potential product failures. Keep reading to discover his invaluable insights about aligning PMs and PMMs for product success.

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ChatGPT for Product Managers: 13 Best Prompts

Userpilot

From analyzing market trends to churning user needs and technical feasibility into golden product ideas, there are many benefits of ChatGPT for product managers. A potent tool, ChatGPT has proven to be a strategic addition to the product management toolkit, churning out ideas in even the most unlikely scenarios.

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