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12 KPIs to Measure and Improve Your Fintech App Onboarding

The Product Coalition

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.

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How to use in-app messaging to retain your best customers

Intercom, Inc.

In-app messaging is a key component of a strong customer engagement strategy – one that reaches users at the right place, at the right time, and is consistent across platforms. Here, we take a deep dive on in-app messaging – defining exactly what it is and how to make it work best for your customers. What is in-app messaging?

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Pendo Onboarding: An In-Depth Review + Better Alternative

Userpilot

Is Pendo onboarding functionality any good? We look at the onboarding features Pendo offers, how to use them, and their pros and cons. TL;DR Pendo onboarding is a set of features you can use to help your users experience product value and become competent users. What is Pendo Onboarding? What is it?

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8 User Onboarding Best Practices for SaaS Companies by Yaakov Carno

Userpilot

What are some user onboarding best practices? What’s user onboarding in the first place? User onboarding best practices for SaaS – Yaakov Carno. TL;DR User onboarding is the process of introducing users to a new product. Its goal is to show them how to use the product effectively to solve their problems.

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User Onboarding Academy: Best Resources To Learn How to Onboard New Users Effectively

Userpilot

Are you looking to increase product adoption levels across your product but unsure how to begin? A user onboarding academy will help you get started on user onboarding and how to build great user onboarding flows. Avoid requesting too much information upon signup. What is user onboarding?

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Customer Onboarding Lifecycle: How to Continuously Educate and Unlock Value For Your Users

Userpilot

The customer onboarding lifecycle is the ongoing process of educating users on your product and helping them achieve success with it. In SaaS, onboarding is the key to not only converting free users into paid customers but also driving long-term loyalty. Point users to key actions with onboarding checklists.

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Overcoming Customer Onboarding Challenges in SaaS: Your Go-To Guide

Userpilot

Customer onboarding challenges are something every SaaS owner or product manager will face at some stage of their career. Because onboarding is such an important area to get right, it’s critical to have a framework (and the tools) to overcome them. Another challenge is low feature adoption (a pattern of user behavior).