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How to build your Embedded Payments strategy Part 3 | Ep 35

Payrix

A comprehensive Embedded Payments strategy isn’t complete without value added services. In our continued conversation with Andy Meadows, the Head of Partner Success Managment at Payrix, about how to build an Embedded Payments strategy, we explore the significance of value added services. Did you miss Part 1 and Part 2?

Payments 124
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Cracking the Code to Hypergrowth: 5 Strategies From Vanta’s CEO and Founder

SaaStr

Hypergrowth in today’s highly competitive and budget-constrained SaaS world may be less frequent now, but Vanta, the software tool empowering security companies to achieve compliance and manage risk, has defied the odds. Focus on solving customer problems first and cash problems later.

Strategy 218
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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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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?

AI 98
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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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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. Strategies shift. Your 7-Point Audit Checklist for Customer Success Software. Revisit your Customer Success plan.

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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.