UX Planet

MAY 1, 2025

Written by Alex Kreger and UXDA team Digital banking has undergone significant transformation over the past decade, yet many users still experience stress and confusion when managing their finances online. In finance, these factors are magnified by everyones subconscious fears about money, risk and loss.

Banking 59

Banking Customer Experience User Testing Data Visualization 59

Userpilot

MAY 27, 2025

Compliance-heavy industries Sectors like finance, healthcare, insurance, and government cant afford errors in their mobile apps. With a shared dashboard and content strategy, you can manage flows, tooltips, and updates without duplicating effort. moment faster. reducing compliance risks and support tickets.

Technical Review 91

Technical Review Onboarding KPIs Analytic Tools Data Visualization 91

Intercom, Inc.

FEBRUARY 2, 2022

Depending on the output, the trailer can appear in different formats – from a one-page project overview to highlight reels, a dashboard, or designs. sharing with product, marketing, sales, and finance teams) and reaching wider to connect with other stakeholders who are keen to collaborate. Screening: Share early and often.

Data Visualization 221

Data Visualization User Testing Technical Review Magazine 221

The Product Coalition

MARCH 25, 2022

People quickly went digital and understood that finances don’t always require personal presence. Today, the main goals of fintech are to facilitate the interaction with finances and to improve the relationship between financial institutions and customers. Their purpose is simple: to let users store their finances and make payments.

Research Software 156

Research Software Feedback Software Reporting Tools Data Visualization 156

Userpilot

APRIL 30, 2025

If youre building a personal finance app, r/finance would be a great place to see what problems your users are facing. For instance, if youve built a mobile CRM app, you could use in-app tutorials to guide users through setting up their first dashboard and a new feature that automates follow-ups. Custom design templates.

Feedback Software 65

Feedback Software Analytic Tools Data Visualization User Testing 65

The Product Coalition

MAY 23, 2023

Let’s consider an example from the field of personal finance management. In a traditional finance app, users often need to navigate through multiple menus and tabs to track their spending, set budgets, view their investments, and more. If they’re curious about their investment performance, they could ask, “How are my stocks doing?”

Data Visualization 141

Data Visualization Customer Experience Finance Travel 141

Alchemer Mobile

NOVEMBER 10, 2022

Our SDK is instrumented into mParticle, and when a mParticle customer decides to leverage Apptentive, a switch is flipped on in their dashboard which gives them immediate access to Apptentive. Apptentive also offers “codeless integration” through mParticle, without requiring customers to create a new series of events within their apps.

Feedback Software 256

Feedback Software Analytic Tools Reporting Tools Data Visualization 256

Userpilot

FEBRUARY 13, 2025

Communicate findings effectively A well-structured custom dashboard makes it easier for you to share insights across teams. When we launch a new feature, we create a funnel dashboard to measure how many users discover, activate, and keep using it. Looker Studio: Best for creating free, customizable dashboards with Google integrations.

Data Visualization 52

Data Visualization Reporting Tools Analytic Tools Customer Feedback 52

Intercom, Inc.

NOVEMBER 14, 2018

. “The point of tracking sales KPIs is to drive action for our team, not just to display them on a sales dashboard” That’s why I spend much of my time examining underlying KPIs like lead flow, pipeline creation, churn, expansion and more. But KPIs on their own are just numbers on a dashboard.

Data Visualization 189

Data Visualization Outbound Inbound KPI 189

Alchemer Mobile

MAY 7, 2020

Our SDK is instrumented into mParticle, and when a mParticle customer decides to leverage Apptentive, a switch is flipped on in their dashboard which gives them immediate access to Apptentive. See exclusive 2020 mobile engagement data for finance apps. This saves companies valuable time and resources.

Feedback Software 147

Feedback Software Analytic Tools Reporting Tools Data Visualization 147

UX Planet

FEBRUARY 1, 2024

Project Brief The project involves creating a comprehensive finance management app. Why this Industry The finance industry presents a compelling opportunity for designing applications due to the significant and widespread challenges outlined in the problem statement.

Analytic Tools 98

Analytic Tools Data Visualization Research Software Reporting Tools 98

Userpilot

AUGUST 17, 2024

It allows gyms, yoga studios, spas, outdoor centers, and personal trainers to streamline day-to-day operations: admin, finance, and customer care. Zoezi uses Userpilot mainly to: Monitor product usage from the analytics dashboards. Userpilot dashboard builder. Zoezi is an all-in-one platform for the wellness industry.

Data Visualization 105

Data Visualization Customer Feedback Customer Experience Analytic Tools 105

Reveal

OCTOBER 29, 2021

It’s one of the most popular visualization tools on the market that helps decision-makers make refined graphs, reports, and dashboards, and take the best case decisions faster. million charts for 540,000 dashboards pulled from over 100,000 data sources. Or it used to be. Chartio reported that 280,000 users have created 10.5

Data Visualization 98

Data Visualization Analytic Tools Reporting Tools Research Software 98

Mind the Product

JANUARY 17, 2018

For example, it is common to hear a bad BPM say they want users to view their dashboard. You are not helping people if someone has to log in every day to check their business accounting system or their personal finances. They value the act of logging in* or time spent and not what someone does when they log in.

Data Visualization 160

Data Visualization Product Manager Product Management User Testing 160

UX Planet

JULY 11, 2024

Transforming Google Pay with AI: Personal Finance Made Simple and Engaging. Context Many young professionals struggle to manage their finances due to a lack of personalized tools and knowledge. Switching between multiple apps to manage finances. Pain Points Identified Manual data entry is time-consuming.

Research Software 96

Research Software Data Visualization Feedback Software Onboarding KPIs 96

The Product Coalition

MARCH 15, 2023

Ideally, with a great onboarding flow, when someone asks one of your customers what their favorite part of managing their finances is, they hold up their phone and say “the app I use.” Set up a customizable dashboard for your KYC onboarding process to access the data easily and monitor it over time.

Onboarding KPIs 158

Onboarding KPIs Analytic Tools Research Software Data Visualization 158

Userpilot

MAY 17, 2025

Instead of a static dashboard, users see a tailored path that feels relevant every time they open the app. A finance app might check in weekly. This strategy works best for meditation apps, fitness trackers, language learning apps, and news apps, or any product that serves different types of users with different goals.

Feedback Software 74

Feedback Software User Testing Strategy Customer Experience 74

PMLesson's Ace the PM Interview

MAY 13, 2025

BI Engineer vs. Product Analyst) Analysts wear multiple hats (data pipelines, dashboards, analysis) 🧠 Tip : Don’t focus too much on the job title. Technical Skills These are non-negotiable in almost every data analytics role: SQL: SQL is used across all levels, from querying massive datasets to building performance dashboards.

Data Visualization 52

Data Visualization Analytic Tools Reporting Tools Dashboard 52

Userpilot

AUGUST 27, 2024

Customizable, no-code analytics dashboards with ready-made templates—similar to LogRocket. It’s an excellent fit for large enterprises (including finances, Ecommerce, travel, insurance, and more) looking for deep session replays and journey analytics. 5 Glassbox dashboard. 5 Pendo’s dashboard. G2 rating : 4.9/5

Data Visualization 105

Data Visualization Analytic Tools Feedback Software Research Software 105

Userpilot

FEBRUARY 19, 2025

Leverage cross-app executive dashboards and journey orchestration to refine engagement strategies. Heres what that looks like in action: Pendo dashboard showing in-app message pop-up. Cross-app analytics: Larger teams benefit from cross-app executive dashboards, giving them a holistic view of engagement across multiple products.

Data Visualization 52

Data Visualization Analytic Tools Feedback Software Research Software 52

Reveal

NOVEMBER 1, 2023

Specialized Reports In healthcare , finance, and manufacturing industries, specialized reports are often required to meet regulatory standards or specific business needs. With our innovative addition to the platform, you can now take control of the chart types available within your dashboards. But that’s not all.

Data Visualization 98

Data Visualization Customer Feedback Analytic Tools Reporting Tools 98

Userpilot

APRIL 26, 2024

Have built-in and custom analytics dashboards for easy data visualization. Dashboards for customer data analytics. You want this tool to have a centralized dashboard or report to view your metrics in data analytics charts , but also see progress toward goals. Review user data on Userpilot’s main dashboard.

Data Visualization 105

Data Visualization Analytic Tools Reporting Tools Software Review 105

Userpilot

APRIL 30, 2024

Mixpanel offers advanced user analytics , customizable reports, and an intuitive analytics dashboard. Product analytics : Userpilot’s comprehensive analytics allows you to track customer behavior through funnel analysis, path analysis, heatmaps , and dashboards – gaining deep insights into user interactions.

Analytic Tools 104

Analytic Tools Feedback Software Data Visualization Reporting Tools 104

Amplitude

SEPTEMBER 21, 2020

After launching a new feature called “Activity Dashboard,” MINDBODY used a funnel analysis to see how the addition impacted their conversion goal: booking classes. They found that users who engaged with the Activity Dashboard had 24% more classes booked per week. Financial Services Funnel Analysis.

Analytic Tools 124

Analytic Tools Research Software User Testing Data Visualization 124

Userpilot

JUNE 2, 2024

No-code tool for event tracking, reports, and custom dashboards. Behavioral data analysis with an interactive dashboard. Set and track events, view everything in a centralized dashboard, and build reports to share with stakeholders. Dashboards. Key features : Centralized dashboard. Analytics capabilities.

Data Visualization 105

Data Visualization Analytic Tools Feedback Software Research Software 105

The Product Coalition

MAY 3, 2020

With very fewer peer interactions, these humble entrepreneurs are able to master the must-haves of their businesses like social media management, website development, and finance with powerful tools and resources. You can schedule content across your social media channels and monitor the performance through the dashboard.

Research Software 129

Research Software Reporting Tools Startups Customer Experience 129

Reveal

JULY 28, 2022

Challenges: Legacy infrastructure Technical resources needed for implementation Constantly changing analytics needs Existence of internal analytics tools Building user adoption & getting users to overcome their fear of data Bad data visualization and dashboard design practices The build vs buy dilemma Justifying the cost.

Embedded Analytics 95

Embedded Analytics Data Visualization Analytic Tools Reporting Tools 95

The Product Coalition

AUGUST 23, 2023

There’s a potential downside to AI chatbots in finance. Much like how many banks embraced dashboards in the past, the next 12 months are likely to witness a surge in banks adopting conversational AI interfaces. Large Language models tend to generate incorrect information, a phenomenon referred to as “hallucination.”

Artificial Inteligence 144

Artificial Inteligence Banking Technical Review Systems Review 144

PMLesson's Ace the PM Interview

MARCH 5, 2025

Includes : Real take-home case studies, technical and dashboarding skills, and strategies from interviewers at top tech companies. Strategic Projects & Certifications AI-powered data assistant and dashboard projects demonstrate hands-on experience beyond daily tasks. finance, healthcare, e-commerce).

Data Visualization 52

Data Visualization Embedded Analytics Reporting Tools Analytic Tools 52

Alchemer Mobile

JUNE 15, 2024

We have robust models for industries such as retail and ecommerce, finance, travel and hospitality, subscriptions, and all other areas from utilities to healthcare and telecoms. Dashboards and Reporting: Alchemer helps you set up dashboards and reporting based on your specific analytics needs.

Artificial Inteligence 100

Artificial Inteligence Data Visualization Reporting Tools Feedback Software 100

Reveal

AUGUST 24, 2022

Banking CRM Crypto Education Finance Healthcare Insurance IT Manufacturing Real Estate Retail Supply chain Telecommunications Security Logistics and delivery Marketing Airlines Hospitality Weather forecast Agriculture SaaS Government Sports. Finance: Shape future strategies and improve the decision-making process in real-time.

Data Visualization 98

Data Visualization Embedded Analytics Analytic Tools Telecommunications 98

Roy Madden

FEBRUARY 17, 2022

Most cybersecurity professionals start their day in the Threat Intelligence Dashboard. Start your day with a general overview of the threat landscape with the Threat Intelligence Dashboard. Here is an example of how a cybersecurity professional might ask Leo to track all the cyber attacks targeted at the finance industry.

Data Visualization 82

Data Visualization Reporting Tools Research Software Finance 82

Userpilot

DECEMBER 6, 2022

Marketing resource management (MRM) is a system for managing marketing resources, including digital assets, finances, staff members, and external vendors. They help you track performances for set goals and OKRs by generating easy-to-understand dashboards and reports. Notion dashboard. What is marketing resource management (MRM)?

Analytic Tools 98

Analytic Tools Feedback Software Reporting Tools Customer Experience 98

Userpilot

OCTOBER 27, 2021

WalkMe dashboard – Source: WalkMe. Whatfix Dashboard – Source: Whatfix. While WalkMe has a user-friendly dashboard for viewing onboarding data and analytics, Whatfix has quite limited analytic capabilities. Whatfix analytics dashboard. Create basic user segments with branching walkthrough experiences.

Analytic Tools 98

Analytic Tools Feedback Software Data Visualization Reporting Tools 98

Userpilot

JANUARY 26, 2023

To analyze NPS responses, visualize the data on a dashboard , track changes to the score over time, tag and categorize open-ended responses , and perform a root cause analysis. Visualize the NPS data on a dashboard Get a unified view of your NPS data with a dashboard. Visualize NPS data on a dashboard in Userpilot.

Data Visualization 98

Data Visualization Customer Feedback Feedback Software Analytic Tools 98

ProductPlan

FEBRUARY 8, 2022

Represent product to all the other functional stakeholders in marketing, sales, finance, and support. It can entail creating an automated dashboard. With the dashboard, frequently consulted data is readily available in the most used slices and dices. The product operations manager also assembles data from multiple sources.

Data Visualization 105

Data Visualization Feedback Software Reporting Tools Research Software 105

Userpilot

JULY 14, 2024

This was based on data from 62 B2B companies collected with Userpilot’s New User Activation dashboard. In contrast, finance and insurance are highly regulated industries. What is the average activation rate for SaaS companies? The average activation rate is 37,5%, and the median activation rate is 37%.

Data Visualization 105

Data Visualization Reporting Tools Customer Experience Customer Feedback 105