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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. The best part?

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Fintech Customer Experience: How to Measure and Improve It [+ Tools]

Userpilot

You can rig your surveys to be sent periodically like most types of NPS surveys or trigger them after specific events (e.g. after customer onboarding or their first transaction within a trading and lending services platform). This creates a feedback loop that you can use to drive continuous improvement.

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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.

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How to Increase Customer Lifetime Value with Personalized Retention Marketing?

Userpilot

What is customer retention marketing? Customer retention marketing is any marketing strategy focused on keeping your existing customers happy and engaged. It involves improving customer satisfaction to drive customer loyalty, lower churn rate, and increase repeat purchases. Interactive walkthrough.

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Userlane vs Walkme: Which is the best tool for onboarding?

Userpilot

But the two popular digital adoption platforms are very different in terms of pricing, features, integrations, customer satisfaction and ux. Which is a better choice for you, Walkme vs Userlane, as an enterprise vs. a small business? The main purpose of Userlane was to help our users use our new HRIT system (Workday) properly.

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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

TL;DR The customer onboarding lifecycle is an ongoing process focused on training users and helping them realize the value of your product. The customer onboarding lifecycle can be divided into 3 stages: primary, secondary, and tertiary. What are the stages of the customer onboarding lifecycle?

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13 Best Customer Self-Service Portals to Enhance Customer Experience

Userpilot

If you’re here looking for a tool to implement customer self-service portals, chances are you’ve been struggling to build one by yourself. Thankfully, there’re simple solutions in the market that can help you create an efficient resource center, that integrates smoothly and is 100% self-service.