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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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PLG for Enterprise: Best Practices for Scalable Business Growth

Userpilot

We look at how you can combine the two seemingly incompatible worlds and examine examples of companies that have managed to achieve this. TL;DR We define product-led growth (PLG) as a business strategy that uses the product to boost its own growth. Is this even possible to make it work? Let’s get right to it!

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Aha Moment: The Ultimate Guide for Product Managers (+Examples)

Userpilot

Friction can slow users down or stop them from experiencing the Aha moment, so use analytics tools like funnel analysis to identify and remove it from the user journey. You can do it by providing users with on-demand self-service support, for example, through a resource center. Top path analysis in Userpilot.

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Product Roadmap Presentation: 6 Examples Included Templates

Usersnap

He consistently questions corporate practices and fearlessly presents bold opinions that disrupt the status quo. So how to create and present roadmaps effectively? Limitations of relying on PowerPoint During my early days in Product Management , I was introduced to PowerPoint for building roadmaps.

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A Guide to Choosing the Best SaaS Learning Management System

Userpilot

What factors should you consider when choosing a SaaS learning management system to support your customers and employees? TL;DR A SaaS learning management system (LMS) is a cloud-based solution for delivering educational experiences. What is a SaaS learning management system? Let’s dive in for details!

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Life Beyond Google Analytics: Pick the Best Tools for the job

Mind the Product

Google Analytics as Your Default Platform? Sure, if it’s 2010… A product manager’s role as an analyst is sometimes forgotten or not recognized. As a product manager, the impact of your business decisions will be measured by your product’s front-end data. In-app Services. Crash Reports. A/B Testing.

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Product thinking: behind our new Messenger home screen

Intercom, Inc.

Powered by our knowledge base product , it suggested articles to people after they typed a message. It worked well, but we started to ask ourselves: what if we could get people to check out the knowledge base before typing a message? Example 2: Messenger home focused on self-service and support. Or so we thought.