Remove Certifications Remove Customer Satisfaction Remove Onboarding KPIs
article thumbnail

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.

article thumbnail

The Ultimate Guide to Customer Onboarding in Banking

Userpilot

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. The process establishes the foundation for the bank-customer relationship. Let’s dive right in!

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Customer Research 101: The Complete Guide for SaaS

Userpilot

What happens when you build a product or service around what you think potential customers want, only for them to buy something else? For starters, it shows you dont know your customers well enough. But worse than that, it leads to lower revenue, failed products, and plummeting customer loyalty.

article thumbnail

These Are the Metrics Great Product Managers Track

The Product Coalition

The Importance of Data-Driven Product Managers If you don’t have a background in data science, managing data as a product manager can seem like a daunting task. Here, we’ve laid out the main metrics used by great Product Managers to build even greater products. and base your metrics off of that.

article thumbnail

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. You can use modals for this.

article thumbnail

How to Create an Effective Onboarding Tour That Activates and Retains SaaS Users

Userpilot

Let’s face it: an onboarding tour is a key to unlocking your product’s sustainable growth. Not only can it make or mar the first impression users have about your product, but it’s also the first channel for obtaining real-time product feedback for your product teams. What is an onboarding tour?

article thumbnail

How to Present Customer Insights to Product Managers, Engineers, and Executives

Centercode

Delta is the next generation of beta testing, leveraging Centercode technology to automate time consuming tasks while increasing user engagement and test results. Delta is the next generation of beta testing, leveraging Centercode technology to automate time consuming tasks while increasing user engagement and test results.