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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. What is FinTech onboarding? to assist customers at all times.

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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. Welcome new users.

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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? You’ll get actionable strategies and examples to help you deliver memorable product experiences , driving engagement and long-term retention. Poor product-market fit. Complicated product. Userpilot can help.

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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. Point users to key actions with onboarding checklists.

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New User Onboarding SaaS: How to Onboard New Users And Drive Adoption

Userpilot

Is your new user onboarding process actually helping new users engage with your product and get value from it? You can bring in all the new users you want, but it won’t count for much unless they understand how to derive value from your product and actually stick around. What is new user onboarding?

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15 Customer Intimacy Best Practices and Tips For B2B Companies

Userpilot

For customer-centric SaaS companies, customer intimacy is indispensable to driving product growth. Customer intimacy isn’t a metric you can measure. But you can get a full picture of your customer relationships with NPS surveys , product adoption rates , and churn rates. Customer success and intimacy go hand-in-hand.

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How to use in-app messaging to retain your best customers

Intercom, Inc.

In-app messaging allows marketers to engage users at just the right time, to facilitate onboarding, share product updates, offer support, or promote relevant offers. Chats and posts have many different use cases such as asking customers if they need help, announcing product updates, welcoming visitors, or onboarding new users.