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How to Create Client Onboarding Process in Financial Services

Userpilot

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.

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What User Onboarding Metrics To Track and How To Use Onboarding Analytics To Optimize Them?

Userpilot

What user onboarding metrics should you track if you want to evaluate your onboarding processes? We all know that successful onboarding is especially important for SaaS companies since they depend on a subscription-based business model. Track in-app feature usage to identify and remove friction points.

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12 Best NPS Software and Survey Tools to Consider

Userpilot

Think of Net Promoter Score (NPS) software as a tool to measure your customers’ feelings about your product, and categorize them based on their level of loyalty (promoters, neutrals, and detractors). 1 Userpilot for product teams to collect and act on NPS data Creating NPS surveys with Userpilot.

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How to Improve Customer Retention: 20 Actionable Strategies

Userpilot

TL;DR Customer retention is your ability to keep users using the product. Without retention, a SaaS business doesn’t have a predictable revenue stream necessary for growth. Retention makes businesses more profitable by reducing the CAC and making account expansion easier. You will also learn how to implement them with Userpilot!

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Product Analytics Metrics: What To Track & How To Optimize Them?

Userpilot

Wondering which product analytics metrics you should track and improve to increase your product growth ? You must select the right product analytics metrics to serve as KPIs (Key Performance Indicators) for your product development process. What is Product Analytics?

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14 Zendesk Integrations SaaS Companies Need in 2023

Userpilot

Are you looking for Zendesk integrations to boost the efficiency of your self-service customer support? The article explores the best Zendesk integrations for: Customer support Customer feedback Productivity Email and social media communication Analytics and reporting Let's get right to it!

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Happy Customer Service: What Is It + 12 Ways to Delight Customers

Userpilot

Happy customer service can be the difference between inconsistent revenue and a good bottom line. When users are delighted with your product experience, they engage more and tend to renew and even upgrade their accounts. 12 ways to turn regular users into happy, loyal customers: Onboard new users with interactive walkthroughs.