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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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How to Improve Customer Retention: 20 Actionable Strategies

Userpilot

TL;DR Customer retention is your ability to keep users using the product. Without retention, a SaaS business doesn’t have a predictable revenue stream necessary for growth. Retention makes businesses more profitable by reducing the CAC and making account expansion easier. You will also learn how to implement them with Userpilot!

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14 Zendesk Integrations SaaS Companies Need in 2023

Userpilot

Are you looking for Zendesk integrations to boost the efficiency of your self-service customer support? The article explores the best Zendesk integrations for: Customer support Customer feedback Productivity Email and social media communication Analytics and reporting Let's get right to it!

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In-App Customer Support: Tools and Best Practices for a Great In-App Support Experience

Userpilot

Free up support staff to focus on more complex issues by also adding self-service resources. TL;DR In-app support in SaaS refers to the service features that customers can use to receive help directly within the product interface, besides connecting with your customer service team.

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13 Product Mmanagement Tools the Best Product Managers Use

The Product Coalition

Product managers (PMs) are ninjas of aligning people, management, and processes. No product tool or template can save you if you’re not killing it in these three areas. The best product managers are in a continuous state of discovery and know that?—? neither the product nor roadmap are ever static.

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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.

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Happy Customer Service: What Is It + 12 Ways to Delight Customers

Userpilot

Happy customer service can be the difference between inconsistent revenue and a good bottom line. When users are delighted with your product experience, they engage more and tend to renew and even upgrade their accounts. Positive word of mouth from loyal customers. Use onboarding checklists to set users up for success.