User Pilot

JANUARY 11, 2024

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.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

Stax

DECEMBER 4, 2023

The US, therefore, requires financial institutions as well as financial services firms to have anti-money laundering (or AML) compliance programs in place. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac). Non-compliance can have major implications.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

User Pilot

SEPTEMBER 4, 2023

When Justin Peticolas, the Manager of Implementation and Onboarding at Groupize,the modern meetings management platform unifying travel, spend, and compliance, learned his then-existing onboarding solution is shutting down, he had 6 days to find and implement a new user onboarding tool before their next big launch.

Onboarding 105

Onboarding Travel Innovation compliance 105

User Pilot

MAY 27, 2025

This article provides an in-depth and honest review of the platform. WalkMe Mobile is most suited for large enterprises and compliance-heavy industries. For example, you could create an onboarding checklist to walk users through the key tasks involved in setting up and using your mobile app. Curious about WalkMe Mobile?

Software Review 74

Software Review Mobile Technical Review Pricing 74

Frontegg

JUNE 9, 2025

In this article: Benefits of AaaS AaaS offers organizations a cloud-based solution to handle their authentication needs. Simplified compliance : AaaS sometimes includes tools to meet regulatory requirements like GDPR, CCPA, HIPAA, data residency, SOC2, or the products might be certified compliant themselves.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

User Pilot

MARCH 9, 2025

This article will walk you through what customer research really is, from choosing your research methodology to recruiting participants, analyzing feedback , and beyond. E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. What is customer research in SaaS?

SaaS 82

SaaS Social Media Interviewing Software Review 82

SaaStr

SEPTEMBER 14, 2023

Founders at this stage have a choice… Get overwhelmed by managing another three reps Put together a formal training program for someone to train SDRs and AE for the first 30-60 days, pair them with a leader, have them do sales calls together, onboard them yourself, etc. No one needs the 11th most boring article on compliance.

Outsourcing Services 285

Outsourcing Services Sales Hiring Scale Sales Recruiting 285

Intercom, Inc.

JANUARY 5, 2022

In today’s data-driven SaaS scene, these can affect hundreds of millions of users and cause damage in the billions of dollars, and as compliance frameworks become requirements to do business, businesses are turning to third-party services that can help expedite and facilitate the process. SOC 2 compliance: A Beginner’s Guide.

Scale 211

Scale Software Review compliance Technical Review 211

Stax

FEBRUARY 19, 2025

This article explores how ISV partnerships can drive growth, key considerations when selecting an ISV partner, and best practices for successful collaborations TL;DR ISV partnerships help businesses access new customer segments and industries. How does an ISV integration work? Ready to take the next step with Stax?

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

Valuize Consulting

DECEMBER 17, 2024

This article explores why a lifecycle design-driven approach is more effective, how to define ratios based on required customer engagement activities, and the roles that segmentation and automation play in optimizing these ratios. Adoption Stage/Maturity : Onboarding with initial implementation underway.

Technical Review 52

Technical Review Systems Review Headcount Scale 52

User Pilot

APRIL 2, 2025

In this article, I’ll show you how Userpilot helps product teams cut through the noise and understand what really matters in mobile user behavior: no data science degree required. Protect customer data with the highest compliance standards Every data point you collect represents actual people, so safeguarding it is a must.

Mobile 65

Mobile Underperforming Technical Team Onboarding AWS 65

FastSpring

JANUARY 5, 2021

Global Compliance. Also, consider the onboarding process. Compliance. Specifically, you need to find a platform that manages compliance for: GDPR. To help you find the right billing software for your online business, we’re covering the ten features your billing software needs to have: 1. Simplicity. Usability. Reporting.

Payment Methods 125

Payment Methods Payment Solutions Payment Services Payments 125

How To Buy Saas

MAY 21, 2025

All the leading platforms reviewed below like Workable, Greenhouse, and Breezy HR are SaaS solutions that serve companies globally with multi-language support and compliance features (e.g., Basic Onboarding Features: While Workable excels at applicant tracking, it has only light onboarding features.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

Stax

AUGUST 22, 2024

In this article, we’ll discuss what SaaS companies looking to become payment facilitators need to know about risk management strategies. PayFacs handle risk assessment, underwriting, settling of funds, compliance, and chargebacks which exposes them to greater potential risks. The due diligence doesn’t stop at onboarding.

Merchant Services 88

Merchant Services Payment Services Payfac SaaS Payments 88

User Pilot

SEPTEMBER 2, 2024

That’s what we try to explain in the article. The onboarding checklist completion rate was one of the highest (20.5%). Onboarding checklist completion rate. The compliance rules, for example, regarding patient data security, add friction to the user journey, which has an impact on their activation. What are the reasons?

Healthcare 105

Healthcare Benchmarks Metrics Onboarding 105

Sales Hacker

OCTOBER 10, 2022

But the most vital thing to remember is that training isn’t just for onboarding. Training isn’t just for onboarding. In this article, I’ll walk you through bridging the gap between L&D and sales enablement for your sales teams to create a culture of continuous learning that leads to super-powered sales reps.

Sales 116

Sales Sales Enablement Onboarding Retention 116

User Pilot

JULY 14, 2024

Fear not, though, as we explore the data in more depth in this article. To increase feature adoption , use onboarding checklists and interactive walkthroughs. Track user behavior and adoption trends to find friction in the user journey and optimize the onboarding processes. vs. 24.3%). Want to learn how to do it in Userpilot?

Benchmarks 105

Benchmarks Artificial Intelligence Underperforming Technical Team Onboarding 105

User Pilot

SEPTEMBER 4, 2024

From the article, you will discover the principles of effective process design and learn how to design streamlined processes for your product , marketing, customer success, sales, and design teams. Effective process design leads to higher efficiency, better consistency , improved product quality, better ROI , and enhanced compliance.

Business 105

Business Scale Customer Support compliance 105

Valuize Consulting

APRIL 4, 2025

Consider a company that discovers, through time data, that its high-value enterprise clients in the healthcare sector consistently require longer onboarding due to compliance-related complexities. This data allows you to identify high-cost segments and analyze whether the revenue generated justifies the investment.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

User Pilot

OCTOBER 20, 2023

Our article explores 8 key trends in product management that you can’t afford to miss! Delivering an outstanding product experience , particularly through concise, visually attractive, and personalized onboarding , is becoming increasingly important for product success. ” Curious about other trends in SaaS onboarding?

Trends 105

Trends Artificial Intelligence Management AI 105

Stax

FEBRUARY 15, 2024

In this article, we’ll break down two popular terms used in the payment processing industry—ISV and PayFac —and see what they exactly mean. In the ISO model, an ISV partners with a third party that handles merchant account setup, payment processing, risk, and compliance.

Payment Services 88

Payment Services Merchant Services SaaS Payments Payment Methods 88

How To Buy Saas

MAY 29, 2025

This article goes beyond the buzz to show how AI is already driving results in SaaS, finance, retail, and operations, with lessons and case examples that any executive can learn from. Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Stax

JANUARY 8, 2024

Not only must PayFacs safeguard themselves and their clients against potential threats like fraud or cybersecurity breaches but also ensure PCI compliance , customer due diligence, and adherence to card regulations. They must also ensure that sub-merchants are compliant with the regulations set by card companies, e.g. PCI compliance.

Merchant Services 88

Merchant Services Payfac Payment Services SaaS Payments 88

Stax

NOVEMBER 27, 2023

From EDD and eKYC to AML to CDD, we’re going to cover everything you need to know about KYC in this article. To choose the right KYC provider, some of the factors you should look at are if the provider offers automated KYC processes, integration with existing systems, future-proof scalability, and full compliance with regulatory requirements.

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

User Pilot

JUNE 11, 2025

There’s huge upside if Medtech teams can close that gap, and this article will show you how Userpilot can help improve activation, deepen engagement, and boost retention. Onboard and train users The average activation rate for medtech companies is 23.8%. ‹ › Build and track your onboarding flows code-free with Userpilot.

User Experience 65

User Experience Healthcare Onboarding Benchmarks 65

User Pilot

FEBRUARY 25, 2024

Looking for an effective onboarding automation tool and wondering if GainsightPX is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether GainsightPX is the ideal choice for your onboarding automation needs. Let’s get started! There you have it.

Software Review 52

Software Review Technical Review Onboarding Systems Review 52

FastSpring

JANUARY 10, 2023

This article is meant to help by providing two important factors to consider when choosing a recurring billing tool. This means we take the lead on legal compliance, collecting and remitting consumption tax, chargebacks, and more. To handle this, most companies need an entire department dedicated to legal compliance.

Payment Solutions 146

Payment Solutions Payment Features Payment Methods Software Review 146

User Pilot

MARCH 21, 2023

That’s what we try to figure out in this article. It offers advanced security and compliance features and priority support. This means it enables you to gather user feedback and design onboarding experiences to drive product adoption. We also explore some alternatives that might be of interest to you. Let’s dive in!

Pricing 98

Pricing Software Review compliance Retention 98

User Pilot

APRIL 10, 2021

Or show them all the same features during secondary onboarding. This article will give practical answers to these important questions. It’s an essential concept for SaaS businesses because you can customize primary, secondary, or tertiary onboarding to a segment’s unique needs. But how do you go about segmenting users?

Social Media 98

Social Media Onboarding compliance Enterprise 98

Frontegg

JUNE 10, 2021

This article will shed some light over the top SaaS variations you can choose from today. Single-tenant architecture is here to stay as it performs better on the security front, which also makes it easier for businesses to demonstrate ongoing compliance. But what enterprise SaaS architecture is right for you? Introduction to SaaS.

DevOps as a Service 98

DevOps as a Service Enterprise Scale SaaS 98

Neil Patel

SEPTEMBER 27, 2020

We’ll do a more in-depth assessment of the different types of applicant tracking software later on in this article. This can include candidate sourcing, applicant tracking, employee onboarding, recruiting analytics, and workforce planning. You can use Bullhorn to fill jobs and automate the onboarding process. Feature List.

Software Review 145

Software Review Software Interviewing Scale 145

User Pilot

MARCH 12, 2024

This article explores key tips and best practices to streamline your SaaS user management process and create a productive and secure work environment. A good management solution reduces the workload on the IT and HR teams while promoting data security and ensuring compliance with relevant data privacy regulations.

Management 105

Management Azure SaaS Systems Review 105

User Pilot

SEPTEMBER 22, 2023

Looking for an effective onboarding automation tool and wondering if Chameleon is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Chameleon is the ideal choice for your onboarding automation needs. Let’s get started!

Software Review 52

Software Review Onboarding Technical Review Systems Review 52

Stax

JUNE 20, 2024

In this article, we’ll explore key aspects software service providers must consider when navigating an ISV partner ecosystem. To ensure that an ISV partner program is right for you, consider their program structure and offerings, integration capabilities, support and resources, security and compliance, and costs and financial incentives.

SaaS Payments 88

SaaS Payments Payment Services Payments Stax 88

User Pilot

FEBRUARY 26, 2024

Looking for an effective new customer onboarding tool and wondering if Userpilot is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userpilot is the ideal choice for your new customer onboarding needs. Let’s get started!

Onboarding 52

Onboarding Software Review Systems Review Technical Review 52

SaaStr

JULY 2, 2019

The blog there, in its earliest days, I would say we were producing maybe a couple articles in a single week. Over time, it was a couple articles a day. Once we do that, and the company comes onboard with our enterprise grid product, or one of our three products, and goes big, so to speak, we apply our customer success model.

Enterprise 164

Enterprise Scale Sales Hiring SMB 164

Upscope

JANUARY 5, 2020

Those heavy duty email users are signing up for it, tweeting about it and Superhuman now have a waiting list of users to be onboarded. Read the full article on Superhuman's product market fit engine 2. They've built their marketing around the growing trend of user onboarding which links naturally to the service they provide.

Strategy 128

Strategy Marketing Sales Hiring Engineering 128