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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?

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15 Best User Behavior Analytics Tools in 2024

Userpilot

User behavior analytics tools are an essential part of the modern product manager’s toolkit. These robust tools help you track and analyze crucial user behavior data. You can use the information they provide to improve user engagement, boost conversion rates, streamline your marketing, and drive product growth.

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Fintech Customer Experience: How to Measure and Improve It [+ Tools]

Userpilot

This is especially true when trying to implement an in-app support infrastructure within your platform. However, this guide will show you how to measure customer experience in the fintech industry, make improvements, and pick the best tools for the job! Want to improve your fintech customer experience?

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What User Onboarding Metrics To Track and How To Use Onboarding Analytics To Optimize Them?

Userpilot

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Track in-app feature usage to identify and remove friction points.

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How to Improve Customer Retention: 20 Actionable Strategies

Userpilot

The article shares 20 actionable customer retention strategies for your SaaS! 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. Customer retention is at the core of SaaS product success.

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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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User Adoption in SaaS: Definition, Strategies, Tools, and More

Userpilot

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. But how does user adoption impact your business? Measure your results with product analytics and keep improving. What is user adoption?