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. At the same time, a J.D. Source: J.D.

Data Visualization

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

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. That includes Appcues, Userflow, Userguiding, and Pendo, besides our own platform. Starts at $299/month for 2,000 MAUs Appcues – Best tool for mobile onboarding automation.

Data Visualization

Userpilot

MAY 30, 2025

They track 47 different key performance indicators (KPIs) in their mobile analytics platform , spend hours debating dashboard numbers, yet can’t predict which users will churn next week The problem here isn’t a lack of data. Banking apps celebrating feature adoption miss the point of their mobile applications.

Analytic Tools

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

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.   Top Discord Interview Questions These are examples of interview questions asked at Discord , as reported by candidates. Implement a chat service using a language of your choice. System design Design a URL shortener.

Reporting Tools

Modus Create

JANUARY 9, 2025

From iPhone to AI By Patrick Sheridan Posted in Digital Transformation , Product Published on: January 9, 2025 Last update: January 9, 2025 How lessons from the mobile boom can help navigate the new era of software development Were going to make some history together today. AI software spending is forecasted to grow to $297.9

Analytic Tools

Userpilot

JULY 22, 2025

Fully in-house with developer resources Using a basic open-source tour library We don’t have a formal onboarding process yet We’re looking for a no-code onboarding wizard What’s most important in an onboarding wizard solution for you? Still, clunky as it was, it served its purpose as an onboarding solution.

Analytic Tools

Userpilot

DECEMBER 31, 2024

Hotjar has long been a go-to tool for understanding user behavior, but its not the only player in the game. From startups to enterprise-level tools, well break down the options, highlight their strengths, and help you find the best fit for your business. In fact, it has been struggling to keep up with others for a while.

Data Visualization

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. Use a visualization tool (like Miro, Figma, or Canva) and create a customer journey map. Example of Streaks showing a progress report.

Analytic Tools

PMLesson's Ace the PM Interview

APRIL 2, 2025

Salesforce is a major player in the tech space and globally known for its CRM platform. Salesforce recommends referencing Trailhead , its gamified learning platform, to prepare. Top Salesforce Interview Questions These are examples of real interview questions asked at Salesforce as reported by candidates.

Analytic Tools

Gainsight

JANUARY 23, 2025

Gainsight recently announced that we were named a Leader in the first-ever Gartner Magic Quadrant for Customer Success Management Platforms ; Gainsight was positioned highest on the Ability to Execute axis and furthest on the Completeness of Vision axis. Read the Gartner Magic Quadrant for Customer Success Management Platforms.

Research Software

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. Userpilot’s AI-powered localization also empowers you to speak your users’ language without breaking the bank on human translators. Advanced segmentation in Userpilot. Tap Profile → Edit → Save”).

Analytic Tools

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. Interviewers report this assessment to be on the easier side, usually two questions of easy to medium-level difficulty.  Behavioral Tell me about yourself.

Reporting Tools

UX Planet

MARCH 15, 2025

Theyre not in control of userresearch Writing product specs, buying software and working with suppliers is relatively easy: everyone involved either works for you or with you, and everything is a known quantity you cancontrol. Its not just the time to do the actual research; its the time to plan, recruit, analyse and report.

User Testing

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. But with so many session replay tools, which ones are worth your time and money? Collaboration tools : Leave notes, annotate replays, and share them with your team for better alignment.

Data Visualization

Business Acumen Institute

NOVEMBER 7, 2024

Consider this: Imagine being able to rally a cross-functional team behind your vision, to convince stakeholders to support an initiative, or to simply inspire colleagues to embrace a change – all without a single direct report. Inspiring others to tell the same story can be a helpful tool for you. What’s The Story?

Product Research

eG Innovations

MARCH 31, 2025

Expanded Scope and Coverage NIS2 broadens the scope of the original NIS Directive (NIS1) by covering a wider range of sectors and entities, including energy, transport, health, digital infrastructure, and other essential services. Incident Reporting One of the most specific and stringent requirements of NIS2 is timely incident reporting.

Reporting Tools

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. Let’s be realistic—using most traditional monitoring tools is like trying to find a needle in a haystack.

Data Visualization

Business Acumen Institute

SEPTEMBER 18, 2023

So we have technical solutions that don’t necessarily solve a customer problem. 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. Nothing is static.

Data Visualization

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.

Feedback Software

The Product Coalition

JULY 11, 2023

Gone are the days of relying solely on traditional banking institutions to manage our finances. The emergence of blockchain technology has paved the way for a decentralized financial landscape, transforming the way we interact with money and assets.

Reporting Tools

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.

Reporting Tools

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.

Feedback Software

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

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

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

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

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

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

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

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

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

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

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

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

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