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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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The Ultimate Guide to Customer Onboarding in Banking

Userpilot

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Use checklists and walkthroughs to guide users quickly to product value. Let’s dive right in!

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Core Feature Adoption Rate: Benchmark Report 2024

Userpilot

That’s the average core feature activation rate across the companies we studied for our Product Metrics Benchmark Report 2024. We also look at ways to improve the core feature activation rate for your SaaS product! We also look at ways to improve the core feature activation rate for your SaaS product!

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From Intercom to Userpilot: How Talana Enhanced Customer Onboarding

Userpilot

Talana is a company offering human resources solutions. It offers 8 products that help companies recruit staff, manage payroll and benefits, improve communications, and build workplace communities. The company realized their current onboarding solutions weren’t adequate, so they decided to give Userpilot a go.

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Top 12 Product Adoption Software in 2024

Userpilot

Product adoption software is the lifeblood of the modern product management process. It is the key to making your product unforgettable and ensuring it gains traction in a difficult market. In this article, we explore what product adoption software does and identify 12 of the best product adoption tools on the market.

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8 Best A/B Testing Software for Product Growth

Userpilot

A/B tests play a crucial role in driving product adoption, which makes it important to choose the right A/B testing software to run them. In this blog, we’ll handpick a few A/B testing tools worth your attention. In this blog, we’ll handpick a few A/B testing tools worth your attention. Let’s dive right in.

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12 Best Customer Retention Software for SaaS Companies in 2024

Userpilot

Are you on the lookout for tools that can help you improve customer retention ? There are quite a few solutions around, so it might be difficult to find, especially as we’re not talking about one specific set of tools but rather a whole range of different solutions covering a range of use cases.