UX Planet

FEBRUARY 6, 2025

This is the effect of Dopamine Banking, where finance meets emotions and entertainment, and every tap of your smartphone is engineered to delight and reward. Buckle up, because the future of finance just got exhilarating. Traditional banking often struggles to capture and maintain customer engagement. Wheres the brand identity?

Banking

Product Talk

AUGUST 21, 2024

Whenever I introduce the topic of customer interviews (the foundational element of continuous discovery ), I get a lot of questions about who counts as a customer. Tweet This Ask Teresa: Who counts as a customer? Customers can vary depending on your company and product. Tweet This Let’s look at a few common scenarios.

User Friction

Product Innovation Educators

MAY 22, 2023

His answer intrigued me because it identified a clear pain point that isn’t getting enough attention. As the title of this episode conveys, our discussion will weave together topics for aligning customers’ needs and business strategy. They’re about cutting sprints and prioritizing user stories.

Feedback Software

The Product Guy

FEBRUARY 27, 2020

The kiosks help thousands of customers by providing valuable information and generate a significant portion of the revenue for the company. Instead of abiding by the management team’s agenda, we should have convinced them of building a minimum viable product (MVP) that resolved the highest pain points for our customers.

User Testing

Intercom, Inc.

JULY 25, 2022

Creating quality customer experiences has always been important for retaining customers. Now, during this time of economic uncertainty and against a competitive landscape, effective customer engagement is business critical. Discover the top trends transforming customer engagement. But they’re facing big barriers.

Data Visualization

Product Innovation Educators

SEPTEMBER 16, 2024

This approach focuses on understanding customer needs, generating quality ideas, and turning those ideas into real value. It’s what helps create products that customers love and keeps companies successful in the long run. Staying Close to Customers A big part of successful innovation is keeping a close connection with customers.

Research Software

Intercom, Inc.

FEBRUARY 10, 2022

Customer support has never been a walk in the park. To keep up with these changes, last year we released our first Intercom Customer Support Trends Report. To keep up with these changes, last year we released our first Intercom Customer Support Trends Report. Shawn Carter , Customer Care Team lead at Aircall.

Reporting Tools

The Product Coalition

NOVEMBER 25, 2020

Our discussion explored the major pain points that Eric and Peter experienced in their previous internationalization work, before diving into the technology that Lang is building to achieve their mission. We bonded over our shared pain points, and decided to make something better!

User Testing

The Product Coalition

JUNE 29, 2021

Having a unique feature will get customers through the door, but it won’t keep them in the building. To build a customer base that keeps coming back, you need to focus on the user’s basic needs, then fulfill those needs with repeatable interactions. A person makes a choice because it either brings pleasure or saves pain.

Customer Experience

Mind the Product

AUGUST 10, 2017

Brian Crofts , VP of Product at Pendo, believes uncovering and understanding client pain points allows him to build products that truly resonate. Brian joined Pendo from Namely, and formerly from Intuit, where he started his career in finance before finding his passion for product.

Customer Feedback

UX Planet

FEBRUARY 1, 2024

Project Brief The project involves creating a comprehensive finance management app. Users can perform various financial transactions such as self-transfer, payments to contacts, and UPI-based payments and receive guidance on managing expenses through savings and investments.

Analytic Tools

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

Modus Create

FEBRUARY 16, 2022

Organizations that use innovation labs to solve real-world problems for potential customers will continue to gain value from them. . Departmental silos, underestimating the scale of the challenge, and a disconnect from customer pain points, are a few reasons behind misplaced confidence levels. .

Technical Review

Userpilot

DECEMBER 7, 2023

These insights help modern businesses understand customers, create targeted marketing campaigns, identify business opportunities, and enhance the customer experience. When businesses collect and analyze data (from customers, marketing, etc.), For example, your goal may be to increase conversion or boost customer retention.

Data Visualization

The Product Coalition

FEBRUARY 15, 2024

From personalized customer experiences to predictive analytics, the impact of GenAI is tangible and far-reaching. Personalized customer experiences The modern era demands personalized interactions. This enriches the overall customer experience and fosters satisfaction and loyalty.

Generative AI

The Product Coalition

AUGUST 2, 2020

Customer experience is all about customers’ likes, dislikes, and how you treat them. To manage the customer experience as a one-time project is easy, but to remain consistent with it isn’t easy. If you lose any string from the CX panel, the entire customer experience program will collapse.

Customer Experience

Intercom, Inc.

OCTOBER 16, 2019

One approach to price setting is to think of pricing along a continuum with self-service pricing at one end of the spectrum (such as applications costing under $50/month, allowing customers to purchase with a credit card) through to enterprise pricing (such as applications costing $50-100,000 a year) at the other end. Gaining new customers.

Strategy

Userpilot

DECEMBER 19, 2023

Managing customer accounts is a pretty tough job, but you know what’s even tougher? An account manager now has to do much more than just look at the finance side of things. TL;DR As the name suggests, SaaS account management is the process of managing customer relationships. SaaS account management.

Feedback Software

Alchemer Mobile

JULY 21, 2020

In the banking and financial industry , the best place to gather customer feedback is typically in the app stores. This indirect and difficult-to-track method used to be the primary way Alkami clients listened to and engaged with their mobile customers. Are you ready to drive product roadmap and improve the mobile customer experience?

Feedback Software

The Product Coalition

MARCH 15, 2023

If your onboarding process doesn’t give a good first impression, you risk becoming one of 24% of apps that are used once and then uninstalled, losing three-quarters of your daily active users in the first week. Effective onboarding is also necessary to set your users up to use your app successfully.

Onboarding KPIs

Userpilot

JUNE 20, 2023

In Step 4, you seek customer insights and run experiments to assess user interest. Popular validation techniques include online surveys , user interviews and focus groups, and fake door tests. Once you launch the MVP, you can use product usage data and customer feedback to inform further iterations.

User Testing

The Product Coalition

FEBRUARY 19, 2023

In Product Management, user friction is not always a bad thing. Let’s learn about how you can use friction to help consumers recognize what’s important and increase their trust in your product or service. We often obsess over reducing friction for users. But have you considered introducing friction by design?

Reporting Tools

Mind the Product

OCTOBER 31, 2019

It meant we could reference our vision, the pain points of our customers, and our end goal, in an articulate manner, over and over again. After a lot of false starts and friction, I realized I just needed to slow down. And it meant the team could start trusting me. Let Everyone do What They’re Best at.

User Testing

Userpilot

DECEMBER 13, 2023

The jobs-to-be-done survey is a great process to help you find out what your customers’ desired outcomes are, so you can make tangible improvements to your product that customers will find helpful. TL;DR JTBD surveys identify unmet customer needs and satisfaction, guiding product improvement and increasing customer happiness.

Product Research

Mixpanel

MAY 12, 2023

From e-commerce to finance, logistics to healthcare, data-driven decision-making is at the core of success. Enter product analytics—the art of collecting, analyzing, and leveraging data to optimize products, explore user behavior, and drive business growth. Data has become the heartbeat of modern businesses. Well, a lot actually.

Data Visualization

ProductPlan

FEBRUARY 8, 2022

Product management owns the product roadmap, and their most important stakeholder is the product’s users/customers. Customer obsession is table stakes, but a top-notch product manager must also be adept at using data to understand how to shape the future of the product. How does the use of the product solve their pain point?

Data Visualization

Userpilot

OCTOBER 5, 2023

TL;DR The CAC payback period measures the time it takes for a company to recover the money invested in new customer acquisition. This metric helps SaaS companies choose the most effective customer acquisition channels , diagnose inefficiencies in customer retention strategies , and inform pricing decisions. What is CAC payback?

Feedback Software

Userpilot

FEBRUARY 20, 2020

In the words of Dave Gerhardt of Drift : Traditional marketing focuses on acquiring and converting customers. Product marketing on the other hand focuses on marketing to customers, driving demand and adoption, all with the goal of creating happy, successful customers. Finally, the process of selling your product to a customer.

Feedback Software

Business of Software Conference

JULY 17, 2024

As adults, we continue to build, but now our creations extend beyond ourselves, benefiting entire industries, customer, and communities. To avoid contributing to the noise, you need to build something truly purposeful for the customers. These are the pain points they might not even realize they have.

User Testing

Userpilot

MARCH 8, 2022

In her classes, she teaches a structured and sustainable approach to continuous discovery that helps product teams infuse customer input into their daily product decisions. Susan Stavitzski – Customer-Driven Product Person and Product Leader. Teresa Torres is an internationally renowned author, speaker, and coach.

Technical Advisors

Userpilot

JULY 25, 2024

TL;DR A customer experience Designer (CX Designer) focuses on creating and optimizing the interactions that customers have with a company’s products or services. This role is dedicated to enhancing every touchpoint in the customer journey to ensure a seamless, engaging, and satisfying experience.

Analytic Tools

Userpilot

JANUARY 26, 2023

How to improve your NPS score to get more loyal customers. TLDR; The NPS score measures customer loyalty – it asks how likely they are to recommend the product to their friends or network. Detractors (0 to 6) – These are unhappy customers with a negative sentiment toward your brand. Let’s get started.

Data Visualization

Userpilot

JULY 14, 2024

To increase user activation rates at your SaaS, identify your customer needs and create personalized onboarding experiences that lead users to value as quickly as possible. In contrast, finance and insurance are highly regulated industries. Average user activation rate per industry. Book the demo! The reason?

Data Visualization

UX Studio: Product Management

JULY 29, 2021

You can’t just expect other managers and executives to understand why user research is so important and how it can be a profitable investment. . Ultimately, the decision on how much to budget for product development will be made somewhere in the finance department. This traffic converts into first-time users or customers.

Research Software

Modus Create

OCTOBER 13, 2020

In October 2019, we partnered with our large non-profit client to narrow down opportunities in the financial health space and to create a solution that solves customers’ most painful problems. This solution will eventually be a part of a full mission-based platform to help struggling American consumers manage their finances.

User Testing

Mixpanel

JUNE 10, 2020

No matter the industry, product experimentation should always be done with your customers top of mind. But in the consumer finance space, sensitivity towards personal financial data makes considerations around product experimentation all the more delicate. Listen, learn and ask questions about users.

User Testing

The Product Coalition

JUNE 12, 2018

Whether you’re looking to onboard or outsource a Financial Planning and Analysis (FP&A) professional, the fact remains: if they don’t understand your business, your industry’s pain points, and your competitive landscape, you won’t be getting the best possible advice. But ability is ability. Please tap or click “??”

Data Visualization