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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 self-service resources can you offer?

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Top 15 SurveyMonkey Alternatives to Consider

Userpilot

TL;DR SurveyMonkey is a feedback software that can build multiple types of surveys including employee engagement, Net Promoter Score , customer satisfaction surveys , product testing, and event feedback. It lacks analytics features, customization options, and overall it might not be worth the price for some companies.

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What is WalkMe? Features, Pricing, and Alternatives

Userpilot

User segmentation features allow you to personalize them for different user personas or cohorts. WalkMe supports analytics features such as Tracked Events, Session Streams, User Recordings, and AI Predictive Analysis to gain actionable insights into user in-app behavior. WalkMe analytics.

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Guide to Choosing the Best Customer Education Platform for SaaS

Userpilot

When it comes to choosing a customer education platform, there are so many options to pick from. Self-service , intuitive design, and customization used to be key requirements but today most tools have these, so it’s easy to get lost in the ocean of options. What are the benefits of using customer training software?

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15 B2B Customer Experience Best Practices For Driving Sustainable Business Growth

Userpilot

Good customer experience is important in B2B because it drives loyalty and retention , increases word-of-mouth marketing referrals, and contributes to revenue growth. There are three key metrics used to track customer experience: net promoter score (NPS), customer satisfaction score (CSAT), and customer effort score (CES).

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Value-Based Growth in SaaS: Definition, Strategies, and Examples

Userpilot

TL;DR Value-based growth is a strategy that prioritizes delivering value to customers. By helping them grow, your business grows as well. The approach makes your company more customer-centric , improves customer satisfaction and retention , and gives you a competitive edge. Back them up with onboarding emails.

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10 Real-Time Customer Engagement Techniques That Drive Loyalty and Retention

Userpilot

Provide in-app guidance in the form of subtle hints, tooltips , or other in-app messages where users need it. Leverage AI-generated video tutorials to engage users inside your app without spending a lot of resources. Offer self-service support with an in-app resource center to allow customers to find instant help.