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12 KPIs to Measure and Improve Your Fintech App Onboarding

The Product Coalition

How many financial apps do you have on your phone, and how often do you use them? 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.

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What is a Segmentation Survey? Questions, Examples & Use Cases

Userpilot

How can you use them for better customer engagement ? TL;DR Segmentation is a process of grouping customers by shared characteristics. For example, age or product usage patterns. A segmentation survey is used to gather the data necessary to segment customers. A market segmentation survey is a market research tool.

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B2B Customer Journey Mapping Guide For SaaS

Userpilot

Interested in building a B2B customer journey map? At the very least, a journey map will help you easily analyze and make data-driven decisions to improve the user experience. It also helps align your teams by ensuring everyone is on the same page regarding customer interactions. What is a customer journey map?

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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. You can also use social proof to reassure users.

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What are Customer Insights [+ Examples and Best Tools]

Userpilot

Customer insights provide intelligence and analysis about customer experience, activities, and preferences. Therefore, they are vital for effective product strategies and ensure resource allocation aligns with customer needs. Purchase data to find conversion drivers that influence users to purchase a plan or upgrade.

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Customer Value Management: The Ultimate Guide for SaaS Companies

Userpilot

What’s customer value management? Why does it matter for product teams and what are its benefits? We also give you a bunch of tips on how to implement it in your SaaS. By delivering valuable products that meet user expectations, SaaS organizations can better retain customers and increase their lifetime value.

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17 SaaS Customer Success Best Practices to Improve Customer Retention

Userpilot

In SaaS, it’s advised to follow customer success best practices to ensure that users achieve their desired outcomes with your product and become loyal advocates for your brand. Sending email sequences post-sign-up to guide customers through the product. Use progressive disclosure to avoid overwhelming users.