Intercom, Inc.

JUNE 19, 2018

The first sign that the thieves were on the move came when Tristan, CEO of a startup accelerator, was contacted by his bank, Monzo , through their app. Unfortunately, Tristan still had to handle charges on cards from two other banks. You see the character of a company when things go wrong,” Tristan recalls.

User Testing 216

User Testing Reporting Tools Research Software Customer Experience 216

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 105

Analytic Tools Feedback Software Banking Data Visualization 105

Alchemer Mobile

FEBRUARY 26, 2025

Others are more likely to respond to in-app surveys, providing quick feedback within the platform they use most. For example, a bank may receive frequent in-app feedback about navigation issues in its mobile banking app. Some customers prefer to leave detailed reviews online, sharing their experiences in depth.

User Testing 130

User Testing Customer Feedback Feedback Software Data Visualization 130

The Product Coalition

JULY 8, 2021

Since volumes of textual data increase, natural language processing becomes an effective tool for financial analysis. It’s an environment where technology can learn to think like a human, make the best decisions, and predict the most likely future. However, NLP technology opens up new opportunities for customer service enhancement.

Data Visualization 158

Data Visualization Reporting Tools Analytic Tools Banking 158

The Product Guy

MAY 7, 2020

As you climb the ladder, primarily the focus changes from solution and execution to strategy. A Platform PM also concerns himself with stability and safety of the platform. A Growth PM is also part of Platform team as the focus is to improve the experience to increase top of funnel and optimum onboarding experience.

Technical Review 398

Technical Review Product Manager Product Management Research Software 398

The Product Coalition

FEBRUARY 19, 2023

Let’s learn about how you can use friction to help consumers recognize what’s important and increase their trust in your product or service. This approach assumes that the easier it is for users to complete a task or achieve a goal, the more likely they are to return to the product or service in the future.

Reporting Tools 158

Reporting Tools Customer Experience Healthcare Entertainment 158

Intercom, Inc.

AUGUST 30, 2022

As a founder, you may know exactly what tech stack you need to build your product – but what about when it comes to the tools you need to run your business? But these days, there are so many innovative and impactful tools that can massively streamline your workflows and help to set you up for success as you scale.

Reporting Tools 163

Reporting Tools Customer Communications Analytic Tools Data Visualization 163

Product Talk

JANUARY 31, 2024

Describing the early phase of her discovery journey, Leann says, “Thinking back to where we started, it was in two areas—doing more interviews with our users and focusing on opportunities instead of solutions.” We started continuous discovery in two areas—doing more interviews with our users and focusing on opportunities instead of solutions.

Product Research 307

Product Research Reporting Tools Feedback Software Customer Communications 307

Alchemer Mobile

OCTOBER 2, 2024

In the world of digital banking, creating an app that truly resonates with users is no small feat. That’s why we’re thrilled to celebrate our partner Alkami Technology’s recent win as “Best Banking App” in Tearsheet’s 2024 Big Bank Theory Awards.

Feedback Software 100

Feedback Software Banking Reporting Tools Customer Feedback 100

Product Talk

DECEMBER 7, 2022

In my continuous discovery framework, I argue teams need to discover opportunities and solutions. When discovering solutions, the goal is to match each solution to a specific need, pain point, or desire. If you work on software that your internal colleagues use (e.g. Tweet This. Who should conduct customer interviews?

User Testing 283

User Testing Reporting Tools Customer Experience User Friction 283

The Product Coalition

JULY 21, 2022

Let’s discover the evolution of e-commerce technology. Even businesses that never sell products through technology have faced the dilemma of either selling an online or closing business. The advent of advanced e-commerce technologies has transformed the e-commerce industry and built a strong foundation for online retailers.

Reporting Tools 167

Reporting Tools Artificial Inteligence Data Visualization Wireless 167

The Product Coalition

MARCH 25, 2022

The overall technological progress enhances a lot of business areas, and financial technologies are certainly part of that dynamic. Banks, insurance companies, and trading platforms use digital solutions to facilitate their communication with clients and make operations easier to perform.

Research Software 155

Research Software Feedback Software Reporting Tools Data Visualization 155

Alchemer Mobile

APRIL 5, 2022

The following data and information is from our 2022 Mobile App Customer Engagement Report. Subcategories for Finance Apps: Fintech, Banking, Insurance. “Why do people like mobile banking? Banking (banks and credit unions), and Insurance (auto, home, life, renters, pets, etc.).

Finance 261

Finance User Testing Feedback Software Research Software 261

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 111

Reporting Tools Data Visualization Onboarding KPIs Analytic Tools 111

Userpilot

JANUARY 20, 2025

Software bugs are a budget killer for your company and a buzzkill for your users. Even with a rigorous software testing process, one pesky bug always slips through. In 2014, a software error on Amazon caused some items to drop to just one penny. How to use session replay tools to streamline the debugging process.

Reporting Tools 52

Reporting Tools Analytic Tools Data Visualization Software Review 52

Alchemer Mobile

JUNE 12, 2019

Another challenge comes with the unique loyalty customers feel towards their financial institutions and banks. We’ve outlined some of the unique challenges financial institutions commonly face, some suggested solutions, and examples of companies who have excelled in conquering these obstacles. Increasing customer retention.

Feedback Software 199

Feedback Software Finance Reporting Tools Data Visualization 199

Intercom, Inc.

SEPTEMBER 8, 2021

By leveraging a combination of technology and the knowledge and expertise of your team, you can anticipate customer needs and use targeted messages , banners , custom bots , and more to alert your customers to temporary issues or provide a little bit of extra help where it’s needed. Stepping in at the right time.

Reporting Tools 237

Reporting Tools Inbound Customer Experience Data Visualization 237

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.

Weak Development Team 113

Weak Development Team Data Visualization Technical Review Reporting Tools 113

Intercom, Inc.

FEBRUARY 6, 2020

And it’s an advantage that traditional corporate learning platforms simply can’t replicate. Last year Deloitte reported that the half-life of skills has fallen to five years, meaning the average person will need to retrain or reskill up to 10 times over the course of their working lives. A localized approach to growing internationally.

Feedback Software 243

Feedback Software Analytic Tools Research Software Data Visualization 243

Userpilot

NOVEMBER 27, 2024

For optimal results, use both tools: heatmaps to spot patterns in what users do collectively and session recordings to investigate the ‘why’ behind those patterns. However, session replay analytics tools don’t record users’ screens. To support session recordings, the analytics tool needs the autocapture feature. Contact details.

Data Visualization 105

Data Visualization Analytic Tools Definition Customer Feedback 105

Product Management Unpacked

JULY 9, 2020

If software is leading the world, then product managers are the modern-day businessmen and women,” says Brian Crofts, Chief Product Officer (CPO) at Pendo. However, Pendo’s platform of tools isn’t exactly what Crofts considers his primary product. “If At first, he had little passion for software.

Analytic Tools 185

Analytic Tools Reporting Tools Data Visualization Product Research 185

Userpilot

JANUARY 15, 2024

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?

Analytic Tools 101

Analytic Tools Feedback Software Reporting Tools Data Visualization 101

Reveal

OCTOBER 14, 2021

In today’s digitalized and technology-oriented world, customers require much more than static data visualization or simple reporting. Continue reading to find out what a modern embedded analytics solution is and how it can replace your legacy system by decreasing operational costs and increasing annual revenue.

Analytic Tools 80

Analytic Tools Data Visualization Research Software Reporting Tools 80

The Product Coalition

MARCH 9, 2021

All you need is a company providing React Native services and an outstanding team of developers who know exactly what they’re doing. The required minimum is bank cards and cash. But you can also add the ability to make payments using mobile wallets, online banking, QR codes, etc. Support service of Uber: they have no problem!

Reporting Tools 183

Reporting Tools Weak Development Team Development Technical Review 183

Mind the Product

MAY 5, 2020

As product and solutions lead at Nifty , as well as a consumer of other software, I have started to piece together how I think the Coronavirus and ensuing remote collaboration phase will affect product development and market positioning for months and years to come. Product Depth Will be Tested. Price Sensitivity is Here to Stay.

Reporting Tools 217

Reporting Tools User Testing Customer Experience Software Review 217

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. You can download the full report here. Let’s unpack that a bit more.

User Testing 246

User Testing Customer Feedback Finance Feedback Software 246

The Product Coalition

NOVEMBER 27, 2023

The solution? The growing number of public vertical SaaS winners worth billions of dollars, such as in health sciences (Veeva), construction (Procore), restaurants (Toast), and banking (nCino), demonstrates how cloud-based and mobile app development specialized to certain industries can become giant businesses. Vertical SaaS!

Research Software 148

Research Software Feedback Software Reporting Tools User Testing 148

The Product Coalition

MARCH 29, 2021

Product management has become a distinct function alongside engineering and marketing (rather than falling into one or the other), often reporting directly to the CEO ( for a detailed history read The History and Evolution of Product Management by Martin Eriksson ). But we already have a project manager looking after XYZ initiative or system.

Reporting Tools 167

Reporting Tools User Testing Product Manager Product Management 167

Mironov Consulting

DECEMBER 29, 2022

Almost every week, I have a conversation with executives at B2B software companies who don’t see a bright-line distinction between software license revenue and customization/implementation revenue.  Or What do I mean by software product vs software services ?  A billable).  Building

Reporting Tools 111

Reporting Tools Data Visualization Software Review Technical Review 111

Userpilot

AUGUST 12, 2024

Best segmentation and analytics tools. Mixpanel , a dedicated analytics platform, extends beyond in-app behavior tracking to include the entire customer journey analysis. It offers unique features like cart analysis and campaign reporting. It provides various analytics reports for in-depth user behavior analysis.

Data Visualization 95

Data Visualization Analytic Tools Feedback Software Reporting Tools 95

Userpilot

APRIL 30, 2024

TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates. Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources.

Analytic Tools 104

Analytic Tools Feedback Software Data Visualization Reporting Tools 104

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. If you want to get started with Userpilot as your insight tool, book a demo now. Read on to learn more.

Data Visualization 103

Data Visualization Analytic Tools Feedback Software Reporting Tools 103

Lenny Rachitsky

MAY 22, 2025

Listen now: YouTube // Apple // Spotify Brought to you by: WorkOS —Modern identity platform for B2B SaaS, free up to 1 million MAUs Paragon —Ship every SaaS integration your customers want Vanta —Automate compliance. Tools like Statsig, Gemini summaries, and cohort dashboards make this possible at scale.

Product Research 73

Product Research Data Visualization Research Software Feedback Software 73

Usersnap

OCTOBER 12, 2021

76% of all bank interactions are online nowadays, create remarkable digital customer experience are not just buzzwords. And George Labs is the digital banking business unit of Erste Group. The energy of the team is fueled by curiosity: how to make a banking app welcoming? And today we have the honour to share their journey.

User Testing 121

User Testing Feedback Software Customer Feedback Customer Experience 121

The Product Coalition

NOVEMBER 23, 2021

Here are some tools you can use to find the best products: Using Keyword Research Tools When Milos began their eCommerce journey more than five years ago, there weren’t many research tools available. Here are a few research tools you can use: Google Trends ?—?Google Amazon Keyword Research Tools ?—?There

Branding 158

Branding Data Visualization Analytic Tools Reporting Tools 158

Mind the Product

DECEMBER 12, 2017

Startups, small and mid-size companies are becoming more technologically sophisticated. Hardware, software and mobile technologies have become cheaper and easier to deploy, enabling small and mid-size companies to have access to similar if not better technologies than the big boys. Their customer service is horrendous.”

Data Visualization 150

Data Visualization Reporting Tools User Testing Analytic Tools 150

Reveal

JULY 28, 2022

Embedded analytics is everywhere around us – in our cars, in our homes, in our security systems, in the digital advertising that we see while surfing the web, and even in the healthcare services we are being treated with. Embedded analytics is no longer ‘’nice to have’’, but a definite ‘’must-have’’ solution.

Embedded Analytics 95

Embedded Analytics Data Visualization Analytic Tools Reporting Tools 95