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FinTech Onboarding: 13 Best Practices for Customer Success

Userpilot

For example, financial institutions like Mercury, which offers banking services to startups, need to know which company they will be serving. Mercury requests the company’s name and the user’s role. As part of your onboarding strategies, automation helps customers get information on demand, eliminating friction.

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Essential Considerations for Growing Fintech Companies

Valerian Tech

Customer Adoption: Building Trust and User Base Gaining customer adoption and building trust are crucial for fintech startups looking to establish themselves in a competitive market. Clear and transparent communication about the value proposition, security measures, and user experience builds credibility and trust.

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Navigating the future financial landscape

UX Planet

The app will also provide news and educational content on investments, maturity details for FDs and RDs, and statistical spending insights. Users can perform various financial transactions such as self-transfer, payments to contacts, and UPI-based payments and receive guidance on managing expenses through savings and investments.

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Product Positioning Strategies For SaaS: Types and Examples

Userpilot

In this article, we’ll go over product positioning definitions and their types, then go over our process for creating a product positioning strategy that gets positive user feedback. TL;DR Product positioning is about defining your product’s place in the market to attract customers and enhance brand identity.

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How To Use Win-Back Emails To Re-Engage Users In SaaS [Examples Included]

Userpilot

Start this with a compelling subject line, then show the amazing benefits of your product and make the customer feel recognized and appreciated. This way, you keep your brand fresh in the mind of a lapsed customer and also win them back. Send this after you notice a customer loses interest in the product. Source: Ryte. #5

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How customer support can keep up with customer expectations

Intercom, Inc.

On a recent night out in London, Tristan Watson discovered the value of great customer support, when his bag full of electronics, video equipment and personal items was stolen from a pub. 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.

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Guide to Choosing the Best Customer Education Platform for SaaS

Userpilot

When it comes to choosing a customer education platform, there are so many options to pick from. Self-service , intuitive design, and customization used to be key requirements but today most tools have these, so it’s easy to get lost in the ocean of options. What is customer education? More loyal customers.