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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. Always explain why any information is needed before requesting it.

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What is User Engagement Analysis? Top 9 Metrics to Track

Userpilot

What metrics you should track? TL;DR User engagement is a measure of how active your users are inside the product and how good the product is at keeping them interested. Customer engagement is a wider concept than user engagement encompassing customer interactions with the brand across all customer journey stages.

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Customer Service KPIs: What Metrics To Track & How To Improve Them With Actionable Strategies

Userpilot

Having trouble deciding which customer service KPI to use? There are some vanity metrics among the KPIs for customer service. They might seem important in theory, but in practice, they just clutter the information you need to make good business decisions. What are customer service KPIs? Customer Satisfaction Score.

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Product Experience Strategy: What is It and How to Build One [+ Examples]

Userpilot

In SaaS, a product experience strategy provides the building blocks for making customers stay, engage with your app, and eventually become loyal advocates for your product. That said, we’ll review how to build a strong product strategy that delights users and unlocks product growth. What is a product experience strategy?

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Why Mobile Customer Feedback is More Important than Ever for Finance Brands

Alchemer Mobile

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. If you’re one of these brands, I have a question for you: What are you doing to meet your customers where they’re at and collect their feedback?

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How Can Brand Monitoring Improve Product Design and User Feedback?

Userpilot

How can you tell if your product is resonating with users? How do you get feedback on what new features to build next? Brand monitoring is a crucial part of any product’s development process. What is brand monitoring? How can brand monitoring help your business? Brand monitoring helps with both.

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New Client Onboarding Checklist Template To Nail Your Customer Onboarding Process

Userpilot

Winning new business is critical for any savvy product manager: a new client onboarding checklist template can help you systemize your path to a successful customer onboarding process. Used correctly, this sort of customer onboarding checklist can become an invaluable tool for any product manager.