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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. Conduct customer surveys to identify common pain points in the process.

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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. Streamlining Strategies for Financial Operations: 1.

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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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Unveiling the Future: A Comprehensive Whitepaper on Agile Monetization

Blulogix

It synthesizes the wealth of knowledge shared in our blog series, providing a cohesive, in-depth exploration of agile monetization strategies that are shaping the future of business success. The whitepaper is available for you on BluLogix.com, no registration required.

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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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Mastering the Art of Complex B2B Recurring and Subscription Billing: Managing Digital Inventory Complexity

Blulogix

By BluLogix Team Mastering the Art of Complex B2B Recurring and Subscription Billing: Managing Digital Inventory Complexity As the digital economy continues to expand, B2B companies are increasingly offering a variety of digital products and services, necessitating sophisticated strategies for managing digital inventory.

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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. Strategies shift. 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.