UX Planet

JUNE 30, 2025

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. finance, tech) have been quicker to adopt GenAI as well.

Data Visualization 75

Data Visualization Banking Reporting Tools Analytic Tools 75

Alchemer Mobile

AUGUST 5, 2020

Mobile-first finance companies are disrupting the market left and right – especially in light of the COVID-19 pandemic. But many brands – specifically ones in traditionally transactional industries like finance – fail to capitalize on this. Step 1: Establish baseline metrics.

User Testing 246

User Testing Customer Feedback Finance Feedback Software 246

The Product Coalition

MARCH 15, 2023

Chances are the ones you frequently use have a simple, intuitive app onboarding process. If you’re a financial services product manager, you’ll know that crafting an effective fintech app onboarding process is no small feat. Effective onboarding is also necessary to set your users up to use your app successfully.

Onboarding KPIs 158

Onboarding KPIs Analytic Tools Research Software Data Visualization 158

The Product Coalition

JUNE 22, 2023

Done right, it enables greatly reduced onboarding and transaction costs. You will need to update metrics collection or you won’t correctly record things like conversion, site exits and many other factors intended for previously walled gardens. How can partner vendor onboarding be minimized under as many scenarios as possible?

Finance 146

Finance Banking User Testing Customer Experience 146

Product Talk

AUGUST 12, 2020

Hello Product Talk readers, we’re excited to share the latest Product in Practice with you! For this story, we caught up with Sonja Martin , Product Manager at tails.com. As Hope Gurion discussed in a recent Product Talk post , product teams are often assigned business outcomes rather than product outcomes.

Product Research 296

Product Research Onboarding KPIs User Testing Customer Experience 296

The Product Coalition

JULY 23, 2023

Let’s Talk About the F Word — Features Why budgeting for features leads to product failure. For as long as products have existed, product teams have been pushed for features when what matters is outcomes. Unfortunately, most of the time, the expectation is a feature. Value vs. features.

Onboarding KPIs 148

Onboarding KPIs Product Research Finance Government 148

Userpilot

JULY 21, 2024

Which SaaS industry has the highest customer onboarding checklist completion rate? Product-led ones than sales-led ones? These are the key questions we explore in the article based on our recent Product Metrics Benchmark Report 2024 which investigates company performance in 6 different metrics across 7+ industries.

Onboarding KPIs 105

Onboarding KPIs Reporting Tools Data Visualization Analytic Tools 105

Alchemer Mobile

NOVEMBER 10, 2022

Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.

Feedback Software 256

Feedback Software Analytic Tools Reporting Tools Data Visualization 256

Alchemer Mobile

APRIL 25, 2019

version releases, feature releases, and more? It could be the driving force in making data-driven product roadmap decisions and having a comprehensive view of customer sentiment. Metrics of success look different across industries based on differences in customer engagement opportunities and goals. Now it’s your turn.

Travel 211

Travel Feedback Software Data Visualization Reporting Tools 211

Mironov Consulting

OCTOBER 26, 2017

Head of Product: My CEO is a finance guy*, and is pushing the product team hard to prioritize all engineering work solely on ROI. Most first-time CEOs come from some functional role: sales, finance, marketing, engineering, occasionally product management. (Or See my product pies.)

Finance 95

Finance User Testing Analytic Tools Research Software 95

Userpilot

FEBRUARY 2, 2022

Perhaps the most common app onboarding design problem is trying to build your entire onboarding process from scratch. It’s much smarter to study app onboarding best practices and work with onboarding software that will massively reduce your labor time. What is app onboarding? Book a Userpilot demo today!

Analytic Tools 98

Analytic Tools Research Software Onboarding KPIs Customer Experience 98

Userpilot

DECEMBER 13, 2022

A product analytics dashboard helps you visualize user behavior, so you can make informed decisions on how to improve product engagement. The types of metrics to track in your dashboard. An analytics dashboard visually displays important metrics in your business. The most common analytics dashboards in SaaS.

Data Visualization 98

Data Visualization Analytic Tools Onboarding KPIs Dashboard 98

Mironov Consulting

SEPTEMBER 14, 2020

Over the last three decades, across 10 full-time jobs and 150 consulting clients, I’ve headed up product teams 18 times (mostly as interim VP ) and helped another dozen companies choose their Head of Product. Here are some patterns I’ve seen in picking successful Heads of Product.

Reporting Tools 145

Reporting Tools Analytic Tools Onboarding KPIs Fractional CTO 145

Mixpanel

JANUARY 19, 2021

Test yourself with this word problem: Imagine you’re a product manager responsible for your company’s new “business messaging and collaboration” product. Your team suggests two ideas: Change onboarding so it nudges new users to invite their team to collaborate right away. How do you define retention for this product?

Data Visualization 119

Data Visualization Analytic Tools Onboarding KPIs Customer Experience 119

Mironov Consulting

FEBRUARY 6, 2020

I’m often asked what KPIs B2B/enterprise product folks should use, or what OKRs they should choose. This is (of course) an unreasonable question, as every product/ business has its own uniqueness. Why KPIs from consumer companies don’t fit well with B2B/enterprise. 1] Generic KPIs? But metrics aren’t generic.

B2B 118

B2B Enterprise Onboarding KPIs User Testing 118

Intercom, Inc.

AUGUST 25, 2020

On this episode of Intercom on Product myself and Paul (Adams, our SVP of Product) delve into how product teams can and should partner with their marketing team peers. To this end we’ll be broadening our scope in future episodes, to look at the various intersections that a product team meets in a typical SaaS organisation.

Marketing 238

Marketing Onboarding KPIs Feedback Software Reporting Tools 238

Userpilot

NOVEMBER 23, 2021

Did you know that reducing Time To Value for SaaS products can drive product adoption ? You might have a product that offers incredible value to your customers. What if we say that you can reduce time to value by streamlining your onboarding experiences ? What is time to value in SaaS?

Customer Experience 98

Customer Experience Analytic Tools Onboarding KPIs Feedback Software 98

Userpilot

JANUARY 15, 2021

Without product analytics, how do you know how to move the needle with your product growth? If you’re only beginning your adventure with product analytics, looking at all the usage data may seem overwhelming at first glance: Source: Heap. Here are the need-to-know takeaways: What is Product Analytics?

Data Visualization 90

Data Visualization Analytic Tools Onboarding KPIs Feedback Software 90

The Product Coalition

FEBRUARY 15, 2021

TL; DR: How to Make Agile Work in Fast-Growing Startups For years, I worked in several Berlin-based, fast-growing startups in my capacity as Scrum Master, agile coach, and Product Owner. Consequentially, the bias often results in micromanaging the product delivery organization. Fallacy #6: We Need a PMO for Product A PMO?—?short

Agile 195

Agile Startups Technical Review Software Review 195

Intercom, Inc.

FEBRUARY 10, 2022

“We surveyed over 1,200 global support leaders across a range of sectors like tech, e-commerce, and finance” We found that the customer support landscape is rapidly evolving, making adapting to change no longer optional for any business. Talk to the people who are trying to help you use their product the best you possibly can.

Reporting Tools 211

Reporting Tools Research Software Feedback Software User Testing 211

Lenny Rachitsky

SEPTEMBER 3, 2024

Each week I tackle reader questions about building product, driving growth, and accelerating your career. He spent the past decade as a VC and product leader helping world-class companies like Faire, Quizlet, and Ibotta accelerate their growth. This makes products less sticky and retention more difficult.

User Testing 134

User Testing Framework Feedback Software Onboarding KPIs 134

UX Planet

FEBRUARY 25, 2024

If you’re in product, tech, or design, chances are that you’re quite familiar with the term ‘Gamification’. To get the most and improve your metrics, you are going to have to tailor your approach to make the most of gamification. A survey conducted by Finances Online found that fintech apps can increase conversion rates by up to 700%.

Onboarding KPIs 98

Onboarding KPIs Finance Customer Experience Education 98

The Product HQ

JUNE 1, 2024

Are you curious to learn the top finance product manager skills recruiters are looking for? Finance PMs occupy a unique position within the world of product management. Since finance PMs are responsible for a specific niche of products, recruiters who scout for them look for a particular set of skills in candidates.

Finance 52

Finance User Testing Data Visualization Analytic Tools 52

Mironov Consulting

JANUARY 24, 2024

Expanding on a recent post ( Revenue Goals are Not Company Strategies ), I’ve been seeing lots of maker teams (product, engineering, design) struggling to form product strategies without a company strategy to hang them on.  Why is this so critical to Product Management and the larger maker organization? 

Product Strategy 119

Product Strategy Strategy Onboarding KPIs Data Visualization 119

Userpilot

JULY 27, 2023

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. They also manage finances and supervise one or more engineering teams. SaaS companies have many moving parts, and it can be difficult to determine who does what.

Research Software 98

Research Software Feedback Software Analytic Tools Onboarding KPIs 98

Lenny Rachitsky

JANUARY 16, 2024

Each week I tackle reader questions about building product, driving growth, and accelerating your career. If you’re not a subscriber, here’s what you missed this month: What to do if your product isn’t taking off First-principles thinking Inspiration for the year ahead Subscribe to get access to these posts, and every post.

User Testing 140

User Testing B2C Outbound Feedback Software 140

Userpilot

DECEMBER 7, 2022

Wondering what key performance indicators SaaS companies should look out for to enhance their product growth ? For a new SaaS business, the main challenge lies in determining the most important KPIs to track. The three main types of KPIs are quantitative, qualitative, and leading KPIs. Leading KPIs.

Onboarding KPIs 98

Onboarding KPIs Customer Experience Data Visualization Customer Feedback 98

Alchemer Mobile

MAY 7, 2020

Incorporating these tools into your customer experience tech stack will drive more engagement, gather high-quality customer feedback, and help inform your product roadmap. Developers can remove the pains associated with constantly incorporating new SDKs into an app and focus on delivering products that transform the customer experience.

Feedback Software 147

Feedback Software Analytic Tools Reporting Tools Data Visualization 147

Userpilot

OCTOBER 5, 2023

Our guide explores: What exactly CAC payback is Why you should be tracking it How to calculate the CAC payback period for your SaaS What other metrics you need to track How to reduce your CAC payback period We also look at how Userpilot can help you do the job. Let’s get right to it! Book the demo to see how! What is CAC payback?

Feedback Software 105

Feedback Software Onboarding KPIs Analytic Tools Customer Experience 105

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. Adding features from Gemini AI would provide personalized financial insights, enhancing Google Pay’s functionality. Revised “HMW”?

Research Software 96

Research Software Data Visualization Feedback Software Onboarding KPIs 96

Userpilot

SEPTEMBER 2, 2020

What are the best tools for user activation and feature adoption? What tools should I use to boost my feature engagement? We get these questions *a lot* in our Product Growth and Retention group (go check it out, BTW.!), Product Growth requires improving your different ‘Pirate Metrics’ and that calls for several tools.

Data Visualization 78

Data Visualization Analytic Tools Feedback Software Onboarding KPIs 78

Userpilot

JULY 14, 2024

Sales-led companies have a higher user activation rate than product-led companies. That’s one of the questions about user activation rates that we explore in our Product Metrics Benchmark Report 2024. You will also learn how to increase it for your SaaS product! Userpilot’s SaaS Product Metrics Benchmark Report 2024.

Data Visualization 105

Data Visualization Reporting Tools Customer Experience Customer Feedback 105

Mixpanel

FEBRUARY 23, 2021

Table of Contents The problem with defining product-market fit In search of quantitative indicators of product-market fit 6 things about measuring product-market fit 1. With that in mind, product-market fit is a spectrum 4. Every business is unique, and metrics frameworks apply differently 5.

User Testing 130

User Testing Onboarding KPIs Product Research Startups 130

Userpilot

MARCH 22, 2022

The quick ratio is a relatively better measure of a SaaS company’s growth prospects than other metrics like monthly recurring revenue (MRR) and expansion MRR. Secondary onboarding helps users engage with advanced product features and drives continuous value so that they stick to your product. Reduce churn.

Analytic Tools 98

Analytic Tools Onboarding KPIs Customer Experience Software Review 98

The Product Coalition

FEBRUARY 15, 2024

Generative AI empowers businesses to create tailored recommendations, product descriptions, and chatbot interactions. Automating content generation for product descriptions, advertisement copy, and social media posts ensures a consistent and engaging brand presence.

Generative AI 145

Generative AI Data Visualization Reporting Tools Research Software 145

Userpilot

JULY 25, 2024

Whether you’re a seasoned professional or new to the field, understanding the nuances of associate product managers is essential for success. TL;DR An associate product manager, or a junior product manager, is an entry-level position for people who are starting out in product management.

User Testing 94

User Testing Analytic Tools Data Visualization Feedback Software 94

Userpilot

JUNE 2, 2024

Product-led growth tools allow you to improve your product experience by analyzing customer data and adding in-app interventions. However, having a different tool for each functionality can make product-led growth sound too much of a hassle. Luckily, we’ve listed the 17 best product-led growth software in the market.

Data Visualization 105

Data Visualization Analytic Tools Feedback Software Research Software 105