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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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11 Key SaaS Roles and Responsibilities in 2023

Userpilot

Confused about trying to understand SaaS roles? SaaS companies have many moving parts, and it can be difficult to determine who does what. In this article, we’ve outlined the major roles that move the needle in terms of product growth alongside their KPIs and current salary ranges. What is a SaaS business model?

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SaaS UX Design: 18 Best Practices

Userpilot

A good SaaS UX design is critical to a successful SaaS product in today’s constantly evolving and competitive market. An efficient and effective design with users’ needs at the center stage encourages product engagement and reduces churn. What is SaaS UX design? Why is UX design important in SaaS?

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Best Onboarding Software for SaaS – 6 Tools to Improve Your User Activation

Userpilot

When new users drop off, product metrics suffer. Onboarding new users is one of the best ways to prevent this from happening. To provide the best onboarding experience, you naturally need the best onboarding software for SaaS. What to look for in the best onboarding software for SaaS?

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Customer Feedback Surveys: Types, Questions, and Templates

Userpilot

Customer feedback surveys serve as invaluable tools for gathering actionable insights directly from your audience. However, it’s important to know when and how to trigger the forms to gather user feedback , for increased response rate and data credibility. Track overall satisfaction with your product or service.

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Navigating Challenges in Product-Led vs. Sales-Led Strategies for B2B SaaS Product Management

The Product Coalition

In the past decade, the field of product management has evolved, shedding much of its earlier ambiguity. The spectrum of roles in product management is broad, ranging from highly specialised to more generalist positions. Maybe it’s “product led”. I will share my insight about the implications for the product team for both cases.

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Pirate Metrics For Product-Led SaaS-How Does The AARRR Framework Look Like In SaaS

Userpilot

What are Pirate Metrics? Invented in 2007 by Dave McClure, pirate metrics is a framework that is still used by businesses to measure and optimize customer interaction across their lifecycle. But how does the pirate metrics framework work for SaaS and how can it help drive growth? What is Dave McClure’s pirate metrics?