Remove compliance Remove Data Remove Metrics Remove Onboarding
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FinTech Onboarding: 13 Best Practices for Customer Success

User Pilot

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Collect only necessary data and keep requests to a minimum on each page.

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Data Tracking: How to Create A Plan for Collecting and Analyzing Data?

User Pilot

How can you leverage data tracking to get product growth insights ? Analyzing data is the key to achieving customer success and product growth. So let’s find out how to create a data tracking plan to collect and analyze all data relevant to your SaaS business. What is data tracking?

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Q&A recap: Driving customers to value during onboarding, at scale

ChurnZero

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. Whether it’s greater efficiency, increased revenue, cost savings, or achieving compliance, every customer has a reason for purchasing your product.

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Understanding Risk Management Strategies as a PayFac

Stax

Not only must PayFacs safeguard themselves and their clients against potential threats like fraud or cybersecurity breaches but also ensure PCI compliance , customer due diligence, and adherence to card regulations. They must also ensure that sub-merchants are compliant with the regulations set by card companies, e.g. PCI compliance.

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ISVs vs SaaS: What’s the Difference?

Stax

Yet, challenges arise when integrating them with existing systems due to compatibility, data migration, and interoperability issues. It reduces the time and resources for setup and maintenance, improving users’ efficiency, productivity, and data management capabilities.

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Omnichannel Analytics Guide for SaaS Companies

User Pilot

TL;DR Omnichannel analytics is the process of collecting, integrating, and analyzing data from various channels and touchpoints , like landing pages or mobile apps. To effectively execute an omnichannel analytics strategy, first define your objectives and metrics to measure progress. Book the demo to find out more!

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Recurring Billing: Definition, How it Works, and Best Practices

Stax

Onboard Customers: Once set up, customers can choose their subscription plan, provide payment information, and authorize the business to charge their payment method at the specified billing interval. This includes encryption and tokenization of payment data, secure storage practices, and regular security audits.