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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

But if you’re not dealing in mergers and acquisitions every day like Carl is, you might have a lot of questions about how to best position your business if you’re interested in selling. How you should think about building a sellable business. What factors beyond financials makes a target even more valuable. Jump to highlights.

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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. We’ll share insider tips to help you approach your next audit with confidence, sail through with flying colors, and get back to business as usual.

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

FastSpring

“It’s likely that a finance or sales tools will be less susceptible to churn than a marketing tool, simply because it’s perceived to be more directly responsible for revenue.”. Because word-of-mouth for us is actually much bigger fuel than the revenue that we’re collecting or churning or dropping or whatever.”.

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Top 7 Reasons For Customer Churn in SaaS and Tips to Address Them

User Pilot

TL;DR Customer churn refers to the rate at which a business loses customers within a specific period. The key difference is that customer churn measures the number of customers a business lost, whereas revenue churn measures the revenue lost due to customer churn. Want to reduce customer churn? What is customer churn?

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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. Watch the two minute clip for more details.

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8 User Onboarding Case Studies to Learn From to Improve Your Onboarding Process

User Pilot

Platformly uses a progress bar and empty state CTAs to simplify the onboarding process for their complex product. Split-test your upsell pop-ups to maximize expansion revenue. Analyze user feedback to determine which features need more attention in your in-app flows. Track your KPIs with Userpilot’s native analytics dashboard.