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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. Monitor customer satisfaction and retention with Userpilot.

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Guide To Leveraging AI Tools For Customer Success Managers

User Pilot

A powerful AI tool can be the perfect companion to your customer success platform. In this article, we will explore: How to leverage AI tools for customer success and retention. How can customer success managers address the challenges and concerns around AI when it comes to providing a better user experience?

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

SaaStr

We have a rapidly growing customer base across several verticals, particularly financial services, HR, healthcare, and education. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

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Mastering the Art of Complex B2B Recurring and Subscription Billing: Navigating Financial Process Complexity in B2B Subscriptions

Blulogix

This post covers the challenges of financial process complexity and outlines strategies for streamlining these critical operations, ensuring accuracy, compliance, and customer satisfaction. As businesses strive to adapt to the evolving landscape of subscription services, the intricacy of financial operations increases.

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

SaaStr

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.

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20 quick insights on Customer Success and SaaS metrics with Dave Kellogg

ChurnZero

Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you choose and use Customer Success and SaaS metrics in a more nuanced and purposeful way.

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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.