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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 User Persona Examples for SaaS Products and How to Create Them

Userpilot

Looking for user persona examples to inspire your research, or (product) marketing strategy? Depending on how many your product has, it may require several hours of interviews and a number of surveys to do each. SaaS User Persona Example -Userpilot: Product Manager 2. Creating a user persona can be hard sometimes.

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16 Customer Acquisition Strategies To Increase Conversion Rates

Userpilot

As you read on, you will learn: The power of search engines, content marketing, and existing user testimonials and how to leverage them to win new users. Best practices for effective customer acquisition and product-led growth. Begin by promoting your paid ads on social media platforms and search engines.

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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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Best Online Engagement Tools For Interacting With Your Customers Across Their Journey

Userpilot

Engaged users are receiving repeated value in your SaaS leading to increased product adoption, retention, and more revenue. Personalized onboarding can reduce churn by keeping users highly engaged. Analytics can guide your content strategy decisions both in-app and on other channels like social media. What are engagement tools?

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Best Product Growth Platforms for SaaS

Userpilot

If you want to take your SaaS company's MRR to the next level , it might be time for you to investigate the subject of product growth platforms. By turning your product itself into a viral sales engine, these platforms take the pressure off traditional sales and marketing departments — and, of course, their associated budgets.

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Appcues vs Userlane: What’s the Difference, and Is There a Better Option?

Userpilot

In this post, we’ll break down the pros, cons, features, and pricing of using Appcues vs Userlane; plus, we’re throwing in an alternative onboarding and engagement tool that could be perfect for you! Appcues is a popular DAP, great or building onboarding checklists. What are the key features of Appcues? User Analytics.