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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

FinTech onboarding is the process of welcoming and acclimating new users to your financial technology (FinTech) product or service. Once you’ve got all the data you need, you’ll also need to perform KYC (know your customer) verification to achieve regulatory compliance. Book a demo today to learn more!

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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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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.

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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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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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Thanks to Skyflow, Expensify, Avoma, and Snyk for Sponsoring SaaStr Annual 2022!

SaaStr

Skyflow ’s data privacy vaults deliver security, compliance, and governance via a simple API. Avoma is an AI Meeting Assistant, Collaboration and Intelligence platform for Sales, Implementation, and Customer Success teams. Join these incredible companies to experience all the value of SaaStr!

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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. Today’s companies need to have exceptional reviews, references, and referrals if they want to compete and grow. You may be able to snag a few reviews here and sign up a few references there without much of a dedicated effort.