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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. The customer understands the importance of KYC and is ready to proceed. With Userpilot, you can create a checklist or trigger a banner, tooltip, or modal based on custom events.

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Thanks to Capacity, ChurnZero, Justworks, Strike Graph, and Vouris for Sponsoring SaaStr Annual 2023!

SaaStr

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. We have a rapidly growing customer base across several verticals, particularly financial services, HR, healthcare, and education.

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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

At SaaStr, our partners are an integral part of our events. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention. Grab tickets here. .

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Customer Advocacy: How to Get Your Customers and Customer Success Team Invested

ChurnZero

Customer Advocacy: How to Get Your Customers and Customer Success Team Invested. At ChurnZero’s virtual RYG, we held a panel discussion with Customer Success leaders who offered up their best advice on how to get both your customers and your team invested in your customer advocacy program.

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We are 14 days away from SaaStr Scale – meet our sponsors!

SaaStr

It is the last SaaStr event of 2020 and it sure has been a wild ride. Thanks to our partners and sponsors we have been able to take our events digitally – bringing together SaaS industry experts from across the world. Check out the low down on our sponsors for SaaStr Scale who are helping to make this event happen.

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7-Point Audit Checklist for Customer Success Software

ChurnZero

You purchased your Customer Success software with expectations of how it would perform and how your team would use it. For busy Customer Success teams, it can be difficult to pause and reflect on the systems you use to manage your days. The 7-point audit checklist for Customer Success software 1.

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7-Point Audit Checklist for Customer Success Software

ChurnZero

7-Point Audit Checklist for Customer Success Software. You purchased your Customer Success software with expectations of how it would perform and how your team would use it. Auditing your Customer Success software helps you identify inefficiencies and quality improvements in your requirements, data, and processes.