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FinTech Onboarding: 13 Best Practices for Customer Success

Userpilot

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. to assist customers at all times.

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25+ Customer Satisfaction Survey Questions to Ask Users for Insightful Feedback

Userpilot

It’s crucial to listen to the voice of the customer and let their feedback guide your company’s growth and sustainability. And to do that, you must ask the right customer satisfaction survey questions. Here are some best practices for collecting customer feedback. What is a customer satisfaction survey?

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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. You can use modals for this.

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The Ultimate Guide to SaaS Onboarding Phases

Userpilot

Understanding your users and their journey stages will help you create flows tailored to the various SaaS onboarding phases. This is essential because your customers aren’t all the same; their needs change as they progress through your product. Benefits of the SaaS user onboarding process: Improved retention.

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Funnel Tracking: How to Track and Optimize Your Funnel

Userpilot

TL;DR Funnel tracking refers to the process of monitoring and analyzing the steps or stages that users go through. Marketing funnels attract and engage, using metrics like visitors and click-through rates to track narrowing interest and effectiveness. Core metrics for marketing funnel.

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Conversion Funnel Leaks: Types + Ways to Identify And Fix Them

Userpilot

Are conversion funnel leaks sabotaging your product and marketing efforts while leaving money on the table? This article reveals the major causes of funnel leaks at each customer journey stage and how to fix them. Poor product-market fit. Complicated product. Slow response to customer queries. Userpilot can help.

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UX vs CX (User Experience vs Customer Experience): Explaining 4 Key Differences

Userpilot

UX deals with a user's interactions with specific aspects of your product, while CX is broader and covers all customer engagements with your brand. TL;DR The user experience (UX) is the sum of a user's thoughts, impressions, and feelings as they interact with specific aspects of your product.