UX Planet

NOVEMBER 13, 2024

Maybe you’ve even tried some popular AI tools, like the good ol’ ChatGPT. But did you know that certain AI tools work best at specific phases of the design process? Having tested a selection of AI design tools, I’ve found that some are better suited for certain stages of the UX design process than others. What do I mean by that?

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UX Planet

JUNE 30, 2025

A deep dive into how artificial intelligence is shaping the next generation of financial user experiences — through metrics, strategy, and real success stories Until recently, most banks and financial organizations treated artificial intelligence (AI) as tomorrow’s experiment. In the UK, NatWest’s AI assistant, “Cora,” handled 11.2

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UX Planet

JANUARY 22, 2025

Finance and banking: 85%90%. Established customer relationships and financial product stickiness (customers typically avoid switching to other finance service) lead to high retention rates. Example Suppose, you have 1000 customers at the beginning of the period, gains 200 new customers during the period, and ends with 1100 customers.

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Userpilot

JULY 22, 2025

Ease of use and no-code building Powerful segmentation and user targeting Advanced analytics and A/B testing Seamless integration with our existing tech stack Ready to build the perfect onboarding wizard, code-free? That classic example of an onboarding wizard could sometimes feel more like a chore than actual help.

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Userpilot

JUNE 5, 2025

As a product manager at Userpilot, I’ve had the chance (and let’s be honest, responsibility) to try out major onboarding automation tools in this space. In this post, I’ll walk you through how these tools compare based on actual, hands-on use, not just pricing tables and feature checklists. Starts at $300/month for 1,000 MAUs.

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Userpilot

JANUARY 20, 2025

How to use session replay tools to streamline the debugging process. Features to look for in a session replay tool. For example, a security bug can indicate your tool is unsafe, which immediately raises alarm bells for customers, and they'll consider switching to a competitor in no time.

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Userpilot

MAY 17, 2025

Customer loyalty(retention): With a mobile onboarding tool such as Userpilot , you can send regular prompts, personalized content, and thoughtful push notifications, and keep satisfied users returning. Then plot those moments in a single visual map. Finally, attach KPIs so each leak shows up in the data before it hurts user retention.

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Lenny Rachitsky

MAY 20, 2025

He most recently ran Product Management, Marketing, and Partnerships across Square while reporting to the CEO. billion in annual gross profit, expand globally, and build out a full suite of products across payments, banking, and SaaS. In real life, skip leads should of course talk with their skip reports on a regular basis.

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PMLesson's Ace the PM Interview

MARCH 4, 2025

Discord is a communication platform with text, chat, and video services and over 200 million users. 👋 Discord Interview Guides : Get role-specific insights for Discord interviews. Come prepared with examples that align with Discord’s values. Can you provide an example of how you manage conflict?

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Modus Create

JANUARY 9, 2025

This bold prediction from Steve Jobs when he introduced the first iPhone in 2007 seems almost understated in hindsight. The iPhone spawned its own economy, creating millions of jobs, and reinventing how work gets done in retail, banking, healthcare, and virtually every other industry. The App Store, now home to more than 1.8

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Userpilot

MAY 17, 2025

This is crucial as data reveals that the average mobile app loses 77% of users within its first 3 days, and about 90% within the first 30. For example, will they be using the app while in the office or in a leisurely environment? I also go all in on visuals, using high-quality images to complement compelling text on each slide.

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Userpilot

JUNE 10, 2025

Appsflyer reports that app churn rate hits 70% within the first 24 hours, and by day 30, that number climbs to over 90% for most apps. A bird’s-eye view of churn is great for informational purposes, but that data is not yet actionable. Userpilot’s cohort analysis feature makes it easy to generate these insights.

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UX Planet

NOVEMBER 18, 2024

UXBoost AI — AI-Powered Website and Platforms Audit Tool What makes onboarding so important Let’s say a user interacts with your product for the first time. Minimal data entry is not just a trend: it helps retain attention. Inno — Registration process on digital banking platform 6. UI design features 1.

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Userpilot

FEBRUARY 13, 2025

With solutions ranging from simple recording tools to full-featured analytics platforms, the big question is whether to choose a standalone tool or an all-in-one solution. Whether you’re evaluating your first tool or considering a switch, you’ll learn exactly what to look for – and what to avoid.

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PMLesson's Ace the PM Interview

APRIL 2, 2025

The coding challenge includes data structure and algorithm questions ranging from easy to hard difficulty. Top Salesforce Interview Questions These are examples of real interview questions asked at Salesforce as reported by candidates. Design a multi-tenant CRM system that ensures data isolation while maintaining scalability.

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UX Planet

NOVEMBER 26, 2024

Relying on rigid plans and predictions ignores the unpredictable nature of humans. He was so sure he almost took out a bank loan to buy more. This wasn’t the first time he’d misjudged market trends, but somehow, he’s still absolutely confident in his predictions. So, if we can’t reliably predict user behavior, what should we do?

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PMLesson's Ace the PM Interview

FEBRUARY 20, 2025

JPMorgan Chase is the unified company of its two brands: Chase, a consumer and commercial banking brand, and J.P.Morgan, an investment brand for corporations and governments.   Technical screen The technical screen at JPMorgan Chase is a standard 45-minute coding challenge live on HackerRank of data structure and algorithm questions.

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NextBigWhat

OCTOBER 30, 2024

Know Me : Win customers' trust and permission to use their data to improve their experience. Edelman describe Five Promises of Personalization: Empower Me : Understand each customer's needs and how best to meet them. Reach Me : Reach out to the right customer, in the right channel, at the right time.

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Userpilot

DECEMBER 8, 2024

As you might know, session replay tools track every click, scroll, and hiccup from your usersjust as if you were watching through their eyes. They allow you to close the gap between your analytics data and the feedback you get from users. But with so many session replay tools, which ones are worth your time and money?

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UX Planet

MARCH 15, 2025

I love gathering data, analysing it and using it to justify design decisions. Its not just the time to do the actual research; its the time to plan, recruit, analyse and report. Sometimes its okay to rely on some analytics and heuristicsthere are often principles, patterns and precedents to fall back on for the work youredoing.

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Business Acumen Institute

SEPTEMBER 18, 2023

And the way I see it sometimes is through these quick examples. Customer service people understaffed the call center because they didn’t know the marketing programs that drove demand So they got lost sales and unhappy customers who got stuck on hold for way too long a period of time. I’m gonna ask you to to visualize this.

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Gainsight

MAY 29, 2025

Alkami transcends the traditional role of a digital banking software and creates first-class user experiences that fuel long-term growth. They consolidated tools, automated workflows, and gave both CSMs and customers real-time insights. Its education as a growth drivernot just a support tool. This led to a 2.6x

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Mind the Product

APRIL 20, 2017

Take Messenger for example. Alibaba’s Taobao is a competitor to eBay and launched Aliwangwang, an instant communication tool for buyers and sellers to interact in 2003. While not originally intended as a tool for professional communication, the platform has evolved to be the main communication channel for a lot of businesses.

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Product Innovation Educators

DECEMBER 31, 2018

Use data to predict customer behavior and design better products. With the right data, product managers not only know the answers to such questions, but they also know what actions to take to keep customers and a whole lot more. 8:25] How do analytics figure into your work? 13:38] Can you give an example?

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Alchemer Mobile

NOVEMBER 10, 2022

I’m going to take a wild guess and assume that you already understand the importance of mobile in-app feedback tools. You also might be reading this post thinking: “Who’s adding new tools to their tech stack right now?” Do you have the right tools to capture that voice? Mobile in-app feedback tools & solutions.

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Alchemer Mobile

JULY 25, 2024

In today’s competitive landscape, customer experience (CX) stands as a cornerstone of success, particularly in the financial services industry. In our digital world, it has never been easier for customers to switch banks, wealth and investment managers, or financial technologies. However, not all companies are great at asking.

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Intercom, Inc.

MAY 18, 2022

First-party data is the future of online engagement and customer experiences. This isn’t surprising given competitors such as Apple’s Safari and Mozilla Firefox are cookieless by default – however there are already debates about how Google will collect and use data thereafter. What is first-party data?

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Userpilot

APRIL 17, 2024

If so, you need to invest in the right customer insight tools. These tools are perfect for providing valuable customer insights to make product improvements and optimize your customer experience. Businesses collect customer insights through data monitoring, surveys , interviews, support interactions , and social media.

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Userpilot

AUGUST 23, 2024

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. The process establishes the foundation for the bank-customer relationship. Why do you need it in the first place?

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The Product Coalition

JULY 8, 2021

Since volumes of textual data increase, natural language processing becomes an effective tool for financial analysis. Photo by Morgan Housel on Unsplash The language is the substance absorbing information from the epochs, reflecting social trends and giving a profound insight into things happening to us, humans, today.

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Reveal

AUGUST 24, 2022

Reveal Embedded Analytics. Businesses of all industries and all sizes incorporate embedded analytics technologies and capabilities into their own software, SaaS platforms, Angular apps , or other apps because of the tremendous benefits that they get. Banking : Deliver great benefits to customers and employees alike.

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Userpilot

AUGUST 12, 2024

Interested in customer segmentation analytics but don’t know where to start? Examples from different industries. Best segmentation and analytics tools. Segmentation analytics help you identify patterns and gain deeper insights into customer groups. Let’s get started!

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Alchemer Mobile

MAY 7, 2020

You also might be reading this post thinking: “Who’s adding new tools to their tech stack right now?” Do you have the right tools to capture that voice? In order to help, we’ve taken the liberty of compiling a list of the best mobile in-app feedback tools for you. Core mobile in-app feedback tools & solutions.

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Intercom, Inc.

AUGUST 13, 2019

Automated customer service isn’t a new concept. Here’s an inside look at how we’ve implemented personalized, automated customer service at Intercom, and ideas about how to successfully implement automation as part of your own support offerings in the future. What is automated customer service? Why automate your customer service?

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Mind the Product

MARCH 23, 2017

In 2013, the Bank of England scaled back the rules and regulations involved in starting a bank. They hoped to kick-start technological innovation within the banking industry through increasing competition. Each promises a more convenient and transparent banking experience compared to traditional firms.

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The Product Coalition

AUGUST 23, 2023

Banking on Conversation: The Future of User Experience with Conversational UI Image created by the author using Bluewillow AI How many times do we all log in to our banking app and struggle to find information? This is precisely where Conversational UI banking is revolutionizing the retail banking industry.

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