article thumbnail

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. Make the onboarding journey enjoyable by providing clear instructions and guidance.

article thumbnail

Thanks to A-LIGN, Ada, Appcues, Duda, and Maxio for Sponsoring SaaStr Annual 2022!

SaaStr

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. The no-code platform empowers non-technical teams to track and analyze product usage, and publish beautiful in-app onboarding tours, announcements, and surveys, in minutes.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

Scale 98
article thumbnail

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.

article thumbnail

The Challenge with SMB SaaS: High Growth Can Only Mask High Churn For Just So Long

SaaStr

Customers don’t expect as much in terms of security, compliance, etc. Get better at onboarding. A lot of churn lurks in poor onboarding. Be very careful about your CAC and other spend metrics if your NRR is less than 100%. Customers often can deploy on their own. There is often just 1 stakeholder to sell to.

SMB 350
article thumbnail

ISVs vs SaaS: What’s the Difference?

Stax

Both may also incorporate compliance standards in their products. Compliance standards ISV and SaaS companies must adhere to compliance standards and regulations to operate ethically and responsibly. They can work with compliance experts or third-party consultants to achieve this.

article thumbnail

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 may come with the billing software platform , or a gateway provider may need to be sought separately.