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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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Top 12 Product Adoption Software in 2024

Userpilot

Product adoption software is the lifeblood of the modern product management process. It is the key to making your product unforgettable and ensuring it gains traction in a difficult market. In this article, we explore what product adoption software does and identify 12 of the best product adoption tools on the market.

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24 Customer Retention Marketing Tactics to Grow Your Customer Base

Userpilot

Are you struggling to retain your newly acquired customers? Poor customer retention drains your resources, reduces revenue, brings operational instability, and harms your reputation. It puts your product’s future at risk. Retention is vital for reducing overheads, increasing profitability, and fostering customer loyalty.

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17 SaaS Customer Success Best Practices to Improve Customer Retention

Userpilot

In SaaS, it’s advised to follow customer success best practices to ensure that users achieve their desired outcomes with your product and become loyal advocates for your brand. Sending email sequences post-sign-up to guide customers through the product. Use progressive disclosure to avoid overwhelming users.

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What are Customer Insights [+ Examples and Best Tools]

Userpilot

Customer insights provide intelligence and analysis about customer experience, activities, and preferences. Therefore, they are vital for effective product strategies and ensure resource allocation aligns with customer needs. Purchase data to find conversion drivers that influence users to purchase a plan or upgrade.

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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.

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How to Optimize Customer Activity Cycle? 10 Strategies to Implement

Userpilot

When done properly, learning how to optimize customer activity cycle can build lasting relationships and drive growth. But what strategies can you follow to boost product engagement at every stage of their journey? Let’s explore the customer lifecycle, its role in SaaS, and the key strategies to enhance each stage of the cycle.