Remove Benchmarks Remove Onboarding Remove Payment Methods
article thumbnail

FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Make the onboarding journey enjoyable by providing clear instructions and guidance.

article thumbnail

How to Create Client Onboarding Process in Financial Services

User Pilot

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

SaaS Churn: Myths, Benchmarks, and Strategies to Retain More Revenue

FastSpring

In part one, we cover benchmarks and common churn formulas. Part I: SaaS Churn Benchmarks Part II: 5 Proven Strategies for Reducing SaaS Churn Part III: Churn Definitions and Additional Resources. Part I: SaaS Churn Benchmarks. When we set churn benchmarks for SaaS companies, there’s so much to consider.

article thumbnail

SaaS Is Growing Up: 4 Business Model Changes To Adopt with Notion Capital

SaaStr

This is where traditional SaaS methods like subscription pricing only, driving growth through headcount only, or a pure sales GTM strategy only live. Those methods no longer work, and it’s time to adapt. Digging further, companies optimize for any person they bring into the organization. You don’t want to be there.

article thumbnail

What Is Good Retention: An Exhaustive Benchmark Study with Lenny Rachitsky

Casey Accidental

Connect users better to the value of the product that already exists : This is the purpose of a growth team leveraging tactics like onboarding , emails and notifications, and reducing friction in the product where it’s too complex and adding friction when it’s required to connect people to the value. This is a journey for feature/product fit.

Retention 145
article thumbnail

12 SaaS Onboarding Best Practices + Examples to Inspire You

User Pilot

SaaS onboarding is the first real touchpoint you will experience with your customers. This article will discuss what a good SaaS onboarding process is, the onboarding best practices to build an effective program, and onboarding examples from well-known companies to inspire you. Why is SaaS user onboarding important?

article thumbnail

Conversion Rate Optimization For SaaS Companies: A PMM Guide

User Pilot

TL;DR A SaaS conversion rate refers to the percentage of visitors who take a desired action on the website or in-app. They are website visitors to a free trial, a free trial to product-qualified lead (PQL), PQL to paying users, and growth metrics conversion. Personalize the first-time user experience to reduce the time to value.