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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 are they? Let’s get started.

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

Centercode

AI-driven user testing, video insights, plus seamless app distribution and expert resources— discover Centercode 10x. Platform Scalable, Automated, Real-World User Testing Centercode is the leading platform to manage impactful in-the-wild user tests. Start for free , scale as your program grows.

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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. The short answer: yes.

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12 Best Customer Insight Tools for SaaS Companies in 2024

Userpilot

Want to understand what customers think and how they behave in your product ? If so, you need to invest in the right customer insight tools. These tools are perfect for providing valuable customer insights to make product improvements and optimize your customer experience. Read on to learn more.

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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 is customer education?

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The Ultimate Guide to Customer Onboarding in Banking

Userpilot

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. TL;DR Customer onboarding in banking focuses on setting up the customer account and familiarizing them with the bank’s product or service.

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Self-Service Analytics 101 for SaaS Companies

Userpilot

How can SaaS companies use self-service analytics to gain the insights they need to drive product growth ? TL;DR Self-service analytics tools enable non-technical product teams to access and analyze customer data without dev or data scientist support. Using AI tools will speed up data analysis and help you avoid errors.