eG Innovations

JULY 16, 2025

However, onboarding an AIOps monitoring tool can be more complicated than it sounds on paper. One bank (like many of our customers), for instance, was struggling with siloed IT functions. Without the right KPIs in place, it’s easy to miss the measures that could prevent system failures or performance bottlenecks.

Data Visualization

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. Let’s dive right in!

Analytic Tools

The Product Coalition

MARCH 15, 2023

Chances are the ones you frequently use have a simple, intuitive app onboarding process. If you’re a financial services product manager, you’ll know that crafting an effective fintech app onboarding process is no small feat. Effective onboarding is also necessary to set your users up to use your app successfully.

Onboarding KPIs

The Product Guy

MAY 7, 2020

Guest Post by: Vivek Karna (Mentee, Session 11, The Product Mentor) [Paired with Mentor, John Masterson]. As I strive towards becoming a product leader, I wanted to understand the best practises in product management and in the process develop my own product philosophy. . Introduction. Understanding the Role Definition.

Technical Review

Mind the Product

NOVEMBER 16, 2018

Summary: Product managers always find themselves trying to make disparate groups of people happy. It starts by defining the core value of a product, in a way that everybody can understand, and then maps user journeys, at varying points of the user’s lifecycle. Finally, it creates a scorecard from a variety of KPIs.

Onboarding KPIs

Alchemer Mobile

NOVEMBER 10, 2022

Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.

Feedback Software

Alchemer Mobile

AUGUST 5, 2020

While we saw DAU (daily active users) stay pretty consistent for traditional banking apps since the pandemic hit, it spiked for budgeting apps and other mobile-first brands. Historically, the banking experience has never been one to write home about. Step 1: Establish baseline metrics. Let’s unpack that a bit more.

User Testing

Userpilot

AUGUST 22, 2024

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.

Reporting Tools

Userpilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. As with every digital product, the first few minutes on your app will determine whether the user sticks with it or abandons it. What is FinTech onboarding? to assist customers at all times.

Onboarding KPIs

BrainMates

OCTOBER 14, 2021

An Interview with Phil Koziol, Product Manager at Good Pair Days. What is the longest onboarding process you have experienced when starting a new role? More often than not, a Product Manager starts a new role and is immediately bombarded with tasks and responsibilities. And what is the Product culture like at Good Pair Days?

Onboarding KPIs

The Product Coalition

JUNE 22, 2023

Or what if you wanted to check the status of your white labeled credit card not with the issuing bank, but with the label? Done right, it enables greatly reduced onboarding and transaction costs. How can partner vendor onboarding be minimized under as many scenarios as possible? Security is a prerequisite in connected commerce.

Finance

Userpilot

FEBRUARY 2, 2022

Perhaps the most common app onboarding design problem is trying to build your entire onboarding process from scratch. It’s much smarter to study app onboarding best practices and work with onboarding software that will massively reduce your labor time. What is app onboarding? Book a Userpilot demo today!

Analytic Tools

The Product Coalition

JANUARY 17, 2022

APIs play a number of roles starting from supporting simple use cases like enabling a mobile app to supporting a range of internal initiatives to enabling an ecosystem to be the primary product and revenue driver themselves.

Banking

Userpilot

AUGUST 10, 2023

What are some user onboarding best practices? What’s user onboarding in the first place? User onboarding best practices for SaaS – Yaakov Carno. TL;DR User onboarding is the process of introducing users to a new product. Its goal is to show them how to use the product effectively to solve their problems.

Onboarding KPIs

Alchemer Mobile

MAY 7, 2020

Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.

Feedback Software

Intercom, Inc.

JUNE 14, 2018

Looking for an example of a happy, high performing product team? Now the Vice President of Product at Business Talent Group , she has honed her expertise into a set of best practices and published them in two books: UX for Lean Startups and Build Better Products. Laura: Metrics one of thing people often ask about.

Weak Development Team

The Product Coalition

NOVEMBER 26, 2019

Managers and product managers are often frustrated by the apparent lack of care the development team is showing for the needs of the business. When a long-awaited product or feature finally launches, it often comes well short of the needs. For many organizations the solution is product management. The bigger context?—?users,

Onboarding KPIs

Userpilot

OCTOBER 20, 2023

This affects your decision making process and sets your product up for failure. This article helps you avoid mistakes by explaining what an active user is and why it varies for different products. Use a tool like Userpilot to set and track custom events and see how users interact with your product features.

Analytic Tools

Userpilot

APRIL 20, 2023

Improving product adoption is a pivotal part of any product manager’s job. To help with this, we’re going to unpack exactly what adoption is, break down the product adoption process, and show you techniques for boosting the adoption rate. What is product adoption? Why is measuring product adoption important?

Analytic Tools

Userpilot

JUNE 28, 2021

As the user experience is becoming increasingly important (even more so than product and pricing for many brands), improving user engagement is crucial. CEM Strategy #1: Personalise user onboarding using data. SaaS companies have access to a plethora of data banks that can be essential to build an excellent CEM strategy.

Feedback Software

Mixpanel

FEBRUARY 23, 2021

Table of Contents The problem with defining product-market fit In search of quantitative indicators of product-market fit 6 things about measuring product-market fit 1. With that in mind, product-market fit is a spectrum 4. Every business is unique, and metrics frameworks apply differently 5.

User Testing

Userpilot

JULY 27, 2023

In this article, we’ve outlined the major roles that move the needle in terms of product growth alongside their KPIs and current salary ranges. Product Manager : In charge of creating product strategy and overseeing the design process, among other things. Average salary: $151,254/yr. Average salary: $111,208/yr.

Research Software

Userpilot

APRIL 12, 2023

TL;DR A user adoption strategy is a plan for user education and onboarding so that they progress smoothly toward activation and adoption. An effective product adoption strategy improves user activation, reduces friction and customer churn , and boosts product success. Let’s jump straight in.

Analytic Tools

Userpilot

OCTOBER 7, 2024

Improving end-to-end CX requires you to design a seamless experience across multiple channels, including email, company website, and the product. Brand reputation : When customers are happy, they’re more likely to recommend your product to others. Why is an end-to-end customer experience important? Customer journey stages.

Customer Experience

UX Planet

JULY 11, 2024

However, for this case study, Instead of developing new applications, integrating financial management features into Google Pay can leverage its large user base for seamless user experiences. Adding features from Gemini AI would provide personalized financial insights, enhancing Google Pay’s functionality. Why Google Pay and Gemini AI?

Research Software

Userpilot

JULY 14, 2021

Because we’re just a different kind of onboarding tool! ?????. So we’ve classified the different alternative onboarding tools by a) user persona b) JTBD (Job-To-Be-Done – in other words, what you want to use the tool for). It’s also more difficult to use for user onboarding, doesn't offer checklists or resource center.

Analytic Tools

Userpilot

AUGUST 18, 2022

Customer advocacy is a powerful force for driving business growth without breaking the bank. Customer advocacy is analyzed by looking at net promoter scores , a metric that measures on a scale of 1-10 how likely someone is to refer you to a friend. Are some customers experiencing setbacks in your product? Boosts brand awareness.

User Testing

Userpilot

JANUARY 9, 2023

Every good product marketer knows; the only thing better than acquiring new customers is retaining existing customers. Personalize the onboarding process according to users’ JTBD. Help customers gain full value from your product. Userpilot’s many features help you implement robust personalization strategies.

Feedback Software

Userpilot

JANUARY 15, 2024

Userpilot, Zendesk, and LiveAgent are the three best tools to consider when trying to improve the customer experience for those using your fintech products or services. after customer onboarding or their first transaction within a trading and lending services platform). Example of in-app guidance for explaining product customization.

Analytic Tools

Intercom, Inc.

NOVEMBER 3, 2022

You’re investing resources in hiring and training the right people, tracking different metrics at different stages, adding more and more complexity with each increase in headcount, use cases, and customers. By automating planning, businesses can save time, increase productivity and turn support from a cost center into a profit driver.

Feedback Software

Mironov Consulting

AUGUST 8, 2017

As a product manager, I think it’s my obligation to bring clarity and precision to discussions… so talking generically about customers or users can be exasperating. I spend a lot of time sifting through documents, positioning and stories – trying to figure out who we’re talking about. You say potato, I say WTF.

User Testing

Intercom, Inc.

MARCH 29, 2022

We were joined by more than 2,500 customers, partners, and others who wanted to learn more about our product, goals, and the path ahead. Paul Adams shared three incredible new products that will take your Intercom experience to the next level: Surveys, Switch, and our next-generation Inbox.

Feedback Software

Userpilot

MARCH 20, 2020

While saving a few thousand per month on office rent when the whole team is working remotely anyway may help, cutting corners in the product, customer experience or customer success departments will ultimately backfire against your business. Show how your product can be used (or repurposed) in the global crisis.

Customer Experience

ProductPlan

DECEMBER 1, 2021

Even among experienced product professionals, a common misconception in business holds that product strategy and business strategy mean the same thing. Product professionals need to understand the distinction between business strategy vs. product strategy. How Business Strategy Shapes Product Strategy: A Quick Example.

Product Strategy

Userpilot

AUGUST 12, 2024

Implementing segmentation analytics involves gathering qualitative and quantitative data through surveys and product usage tracking. Pendo is a DAP that offers mobile device support and allows segmentation based on product usage , visitor data, account information, and mobile metrics. Why does it matter?

Data Visualization

The Product Coalition

AUGUST 24, 2021

Investment banking firms, substantially benefiting from initial public offerings (IPO), strongly encouraged investments into the technology sector. A typical product development process would follow the Waterfall principles, taking quarters, and even a year to release a product to the market.

User Testing

Userpilot

MAY 5, 2021

When you first hear the term onboarding workflow software, you might think, what is a workflow? They are completing a series of steps or tasks from when they sign up for your product until they get their job done. You also have to be aware of the solutions that fit smaller companies vs more mature products. Table of Contents.

Analytic Tools