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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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Best Product Tour Tools 2025: Feature Comparison and Pricing

Userpilot

If youve ever tried evaluating product tour tools, you know the surface-level comparisons dont tell you much. Every tool claims to be a no-code tool and easy to use, but few support the workflows product teams care about, like multi-step onboarding , flow targeting, mobile support, or analytics that go beyond step views.

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What is Pendo Engage? Use Cases and Features (+ A Better Alternative)

Userpilot

Pendo Engage is an in-app guidance and feedback collection tool to help you track key metrics or usage data. TL;DR Pendo Engage is a product adoption platform for with in-app guidance , product analytics, and feedback collection capabilities. Flexible dashboards. Multi-platform analytics. Source: Pendo.

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User Onboarding: Complete Guide For Driving Product Growth

Userpilot

User onboarding is one thing that can make or break your product. Get it wrong and your product will be plagued by churn, declining revenue, and poor customer reviews. So how do you make sure how you provide an excellent onboarding experience to your customers? Primary onboarding helps new users experience the Aha!

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Inside the AI Revolution in Digital Banking UX: Case Studies, Data, and Strategic Takeaways

UX Planet

A deep dive into how artificial intelligence is shaping the next generation of financial user experiences — through metrics, strategy, and real success stories Until recently, most banks and financial organizations treated artificial intelligence (AI) as tomorrow’s experiment.

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Top 15 SurveyMonkey Alternatives to Consider

Userpilot

If you’re on this page, chances are you’re looking for the best SurveyMonkey alternatives for product managers, HR leaders, or even healthcare professionals. It lacks analytics features, customization options, and overall it might not be worth the price for some companies. The product offers too little for its price.

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

Userpilot

TL;DR The fintech customer experience helps neobanks, cryptocurrencies, and blockchain wallets differentiate themselves from traditional financial institutions. 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.