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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 Improve Customer Retention: 20 Actionable Strategies

Userpilot

TL;DR Customer retention is your ability to keep users using the product. Without retention, a SaaS business doesn’t have a predictable revenue stream necessary for growth. Retention makes businesses more profitable by reducing the CAC and making account expansion easier. You will also learn how to implement them with Userpilot!

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User Adoption in SaaS: Definition, Strategies, Tools, and More

Userpilot

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. But how does user adoption impact your business? Measure your results with product analytics and keep improving. Why is user adoption important?

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

Userpilot

Creating a positive fintech customer experience for every lead who walks through the door of financial institutions is easier said than done. Userpilot, Zendesk, and LiveAgent are the three best tools to consider when trying to improve the customer experience for those using your fintech products or services.

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User Adoption in SaaS: Definition, Strategies, Tools, and More

Userpilot

User adoption is essential for B2B SaaS companies, as it helps customers to learn about your product, adopt features , stick around, and nurture product growth. But how does user adoption impact your business? Measure your results with product analytics and keep improving. Why is user adoption important?

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Customer Lifecycle Management in SaaS: How to Increase Engagement at Each Stage

Userpilot

Read on to uncover product growth insights ! The customer lifecycle refers to the steps a customer progresses when considering, purchasing, using, and maintaining loyalty to a product or service. Use live demos to showcase your product and free trials and freemium models to attract potential users at the acquisition stage.

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UX Research Process: A Step-By-Step Framework

Userpilot

It also outlines a 9-step guide on how to conduct UX research for product managers and UX designers. TL;DR The UX research process is a sequence of steps to collect and analyze data on user interactions with the product to better understand their needs and preferences. This includes data from your analytics tools (e.g.