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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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GainsightPX for Self-Service Support: Features, Pricing, and Review

Userpilot

Looking for an effective self-service support tool and wondering if GainsightPX is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether GainsightPX is the ideal choice for your self-service support needs. 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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SaaS Metrics 101: LTV – Lifetime Value

Userpilot

But LTV is often a poorly understood metric, especially if you come from a more traditional business environment: one more concerned with acquisition than retention. To improve LTV, make use of secondary onboarding, a help center, qualitative microsurveys and helpful content. What is LTV – Lifetime Value?

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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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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.