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How to Create Client Onboarding Process in Financial Services

User Pilot

TL;DR Customer onboarding in financial services aims to integrate users into systems and educate them about product features, for example, in the banking sector. When choosing onboarding solutions , institutions should consider functionality, pricing , scalability, integrations , automation features, and security certification.

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What Brands Look for When Considering Acquiring Software Companies

FastSpring

In this episode of Growth Stage, Carl will dives into his experience running acquisitions of SMB software businesses, including: His thoughts on what makes a software company a good target for an acquisition by a brand. What factors beyond financials makes a target even more valuable. Jump to highlights. My name is David Vogelpohl.

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Preparing for Third-Party Audits: Best Practices for Success

Scytale

In this blog, we’ll walk through best practices for getting audit-ready, from getting your documentation together to prepping your team. Security: To validate your information security controls and ensure sensitive data and systems are properly protected. Ensure all documentation is current, approved, and consistent.

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Iterative Approach to Localized Marketing for SaaS & Software

FastSpring

As a former agency owner, now the Chief Marketing Officer at FastSpring, David Vogelpohl has helped many software companies scale around the world. I interviewed him for insights into how to build a global growth strategy, especially when it comes to localization. Leave the technical challenges of selling around the world to us.

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Product Marketing Is Broken — Fix It With Thematic Product Launches

FastSpring

In this episode of Growth Stage, we interview Braden Steel , Sr. Podcast Full Interview: Audio Listen online or find it on more podcast services. Podcast Full Interview: Video Transcript David Vogelpohl (FastSpring) (00:04) Hello everyone! We did a payments release early this year. What if there were a better way?

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Retention Specialist Salary [+ Resources to Advance]

User Pilot

Product Teams Can Use Userpilot to: Improve Product Adoption with Insights from Analytics Improve User Onboarding Interactive Guidance Collect User Feedback with No-Code In-App Surveys Get a Demo 14 Day Trial No Credit Card Required What is a retention specialist? Book a demo to see it in action!

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How to Become a Retention Specialist [+Tools and Resources]

User Pilot

Product Teams Can Use Userpilot to: Improve Product Adoption with Insights from Analytics Improve User Onboarding Interactive Guidance Collect User Feedback with No-Code In-App Surveys Get a Demo 14 Day Trial No Credit Card Required What is a retention specialist? Book a demo to see it in action!