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FinTech Onboarding: 13 Best Practices for Customer Success

Userpilot

In this piece, we examine the importance of FinTech onboarding and dive into best practices that make for a successful onboarding experience. Only ask for necessary information, such as the user’s name, email address, etc. Mercury requests the company’s name and the user’s role.

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16 SaaS Account Management Best Practices

Userpilot

TL;DR As the name suggests, SaaS account management is the process of managing customer relationships. There are several best practices that all account managers need to keep in mind. So without further ado, let’s dive into the valuable SaaS account management best practices every account manager needs to know.

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Stay, Play, Save: Best Practices for Gamification in FinTech

UX Planet

Below, I will be running through some of the best practices that have proven success metrics that not only help you increase your engagement rates but also add a touch of delight to finance apps, which are often presented to users in the form of tables and numbers.

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What is Marketing Research? Examples and Best Practices

Userpilot

Through the common practice of conducting market research, companies gather essential information that enables them to make informed decisions and develop products that resonate with consumers. These discussions can provide valuable feedback on products, perceptions of your company’s brand name, or opinions on competitors.

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Data Science Fails: Building AI You Can Trust

AI has the power to transform countless industries — including the healthcare, banking, insurance, and public service sectors, to name just a few — by introducing new efficiencies and revealing new opportunities for companies to solve problems. Download the report to gain insights including: How to watch for bias in AI.

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NPS Survey Template: Best Practices and Examples

Userpilot

Looking for the best NPS survey template to personalize? In this blog post, we’ll discuss different NPS survey questions and best practices to collect valuable feedback from your customer base. Here are some best practices to follow when running NPS surveys: Ensure you properly segment your users to send personalized surveys.

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13 Pricing Page Best Practices to Boost Conversion Rates [+ Examples]

Userpilot

Pricing page best practices are particularly important since complicated pricing drives away leads that would otherwise contact sales. In this guide, we’re going to go over 13 best practices for designing a pricing page that converts! HubSpot uses customer testimonials to acquire leads through social proof.