Stax

JUNE 3, 2025

Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you. Add users, expand features, and upgrade plans without switching systems. SaaS companies that invest in onboarding, customer education, and proactive support tend to see higher engagement and lower churn.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

Payrix

APRIL 28, 2025

As the demand for seamless platform experiences intensifies, theres only one way for software companies to effectively deliver on customer-centric strategies: with a digital-first approach. With the right digital tools and processes, theyll offer you an implementation thats transparent, tailored, and accessible.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. Welcome new customers and use surveys to gather profiling information to personalize their experience.

Banking 105

Banking Onboarding compliance Scale 105

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

MAY 27, 2025

When you think of Whatfix, your mind probably goes to a digital adoption or an employee onboarding platform. But for mobile, youd want to invest in a solution that truly gets the job done, aka one that improves user engagement and retention. reducing compliance risks and support tickets. moment faster. Whatfix G2 review.

Technical Review 86

Technical Review Mobile Software Review Systems Review 86

Frontegg

JUNE 9, 2025

AaaS services typically include user authentication, authorization, identity management, and methods such as single sign-on (SSO) and multi-factor authentication (MFA). Features, such as detailed audit logs and reporting, simplify compliance management.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

User Pilot

MAY 27, 2025

Mobile app tracking captures data on how users interact with your app, including actions such as screen views, button taps, session length, and feature usage. For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. Only to lose interest and leave without using any key feature.

Mobile 93

Mobile Retention Payment Features Onboarding 93

Stax

MAY 23, 2025

Understanding ISV Integrated Payments Integrated payments let users pay for goods or services directly within your softwareno third-party redirects or handoffs. Its seamless, secure, and built for better user experiences. It can also make it easier to manage compliance, automate reporting, and scale operations.

Payments 88

Payments Payment Services Merchant Services SaaS Payments 88

User Pilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. As with every digital product, the first few minutes on your app will determine whether the user sticks with it or abandons it. What is FinTech onboarding? to assist customers at all times.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

User Pilot

APRIL 26, 2023

Building awesome user onboarding experiences requires a great deal of effort when starting from scratch. So we’ve collected onboarding UX examples from other companies to inspire you! Here are 17 user onboarding examples to help you create great user onboarding flows. What is onboarding UX?

Onboarding 98

Onboarding Customer Lifetime Value Social Media Education 98

Stax

FEBRUARY 19, 2025

With the SaaS industry becoming increasingly global, software users are working at different times and need support on their own schedules. An outsourced integrated payments support team could also assist business software users with their unique issues or questions about security and compliance.

Outsourcing Services 88

Outsourcing Services Payments Payment Services Merchant Services 88

User Pilot

MARCH 9, 2025

interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Usability testing: Observe users as they interact with your product to identify usability issues and collect feedback on user experience. Let’s go back to the goal of improving onboarding.

SaaS 77

SaaS Social Media Interviewing Scale 77

Payrix

JULY 17, 2024

Especially as software companies turn their focus to optimizing the user experience, there are advantages to expanding platform capabilities with software payment processing. Embedding payment processing capabilities directly into a platform, however, grants software companies greater control over the payment experience.

Merchant Services 130

Merchant Services Payment Services Payments Payment Solutions 130

USIO

JUNE 28, 2024

Simplified Onboarding: Get merchants up and running quickly with Usio automated onboarding process, eliminating the need for additional staff. Enhanced Security: Ensure the highest level of security with Usio PCI Level 1 compliance and industry-leading security protocols. chris.ross@usio.com M. 970-420-5903 W.

Payments 130

Payments Merchant Services Payment Solutions Payment Services 130

Stax

FEBRUARY 19, 2025

Expanding into new markets by leveraging ISV solutions that cater to global compliance requirements and multilingual support. A prime example is an accounting software company partnering with a tax compliance ISV to offer automated tax calculations, attracting businesses seeking regulatory compliance.

Payments 88

Payments Merchant Services Payment Services Payment Solutions 88

USIO

MAY 24, 2024

This decision impacts your cash flow, user experience, and even your company’s reputation. Make sure you only work with PCI Level 1 Compliance. Ease of Integration : The gateway should integrate seamlessly with your existing systems and software with automated onboarding.

Payment Services 130

Payment Services Merchant Services SaaS Payments Payments 130

USIO

JANUARY 30, 2024

Security : Robust security measures to ensure the safety of transactions, including encryption, tokenization, and compliance with industry standards like PCI DSS (Payment Card Industry Data Security Standard).

Payments 130

Payments Merchant Services Payment Methods Payment Solutions 130

Payrix

FEBRUARY 4, 2025

The master merchant establishes a relationship with a payment processor or acquiring bank and is responsible for ensuring compliance with payment regulations, handling transaction processing, and managing risks associated with payments on behalf of the sub-merchants. fraud prevention, and risk management.

Merchant Services 100

Merchant Services Payment Services Payments SaaS Payments 100

User Pilot

APRIL 2, 2025

Key capabilities include segmentation, which allows you to group users based on behavior, demographics, or custom properties; custom analytics dashboards, which visualize the metrics that matter most to your team; and screen-level analytics, which show exactly how users interact with each part of your app.

Mobile 62

Mobile Underperforming Technical Team Onboarding AWS 62

How To Buy Saas

MAY 21, 2025

All the leading platforms reviewed below like Workable, Greenhouse, and Breezy HR are SaaS solutions that serve companies globally with multi-language support and compliance features (e.g., Global Perspective: The best ATS software today caters to a global user base. EEOC compliance forms, resume formats) cater to US hiring norms.

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

User Pilot

AUGUST 27, 2024

TL;DR Gather customer feedback : Actively collecting and acting on customer feedback enhances user experience, builds loyalty, and helps guide product development. So if you’re a product manager, why not book a demo to see how you can personalize onboarding without writing code? Today’s consumers expect to be heard.

Trends 103

Trends Technical Review Software Review Social Media 103

User Pilot

JANUARY 19, 2025

Such critical steps prevent users from making irreversible decisions. Instead, it is to identify the right and wrong types of friction and remove the bad friction to create a holistic user onboarding journey. Lets understand the types of friction that hinder user retention: A visual hierarchy of friction points.

Onboarding 52

Onboarding Software Review User Experience Churn 52

User Pilot

MARCH 30, 2025

For instance, a project management app might promote team collaboration features to startups while emphasizing security and compliance to enterprise clients. Thats why you should constantly experiment with different elements of your acquisition process, including: In-app messages such as tooltips , modals, and announcements.

Acquisition 62

Acquisition Mobile Software Review Social Media 62

Full Session

DECEMBER 23, 2024

Hear directly from users about their problems, understand why they get frustrated, and quickly solve common issues with customer feedback collection tools. We protect your users’ privacy through GDPR, CCPA, and PCI compliance. User frustration detection: Identify pain points in user experience using AI-powered analysis.

Payment Services 52

Payment Services Payment Solutions Software Review Payments 52

Payrix

JULY 24, 2024

It’s a seamless integration that’s tailored to fit the unique business needs of any vertical software, while carefully preserving the platform brand and user experience. We’ll walk away with enough information to begin building your sandbox environment, moving you closer to launching Embedded Payments and onboarding your customers.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

User Pilot

SEPTEMBER 2, 2022

Product redesign is aimed at improving user experience by reinventing and rebuilding your product. The reasons for product redesign could include a dated look and feel, low conversion and retention rates , negative user feedback, plans to expand into new markets , or enabling upgrades and new features. Implement user onboarding.

User Experience 98

User Experience SaaS Onboarding Social Media 98

How To Buy Saas

MAY 29, 2025

Typical business applications include: Back-Office Automation: AP/AR processing, invoicing, and HR onboarding can be fully automated. Key SaaS use cases include: Personalization: SaaS apps use AI to tailor user experiences. AI reads invoices, approves payments, and flags anomalies without human intervention.

Artificial Intelligence 59

Artificial Intelligence Payment Services Payments SaaS Payments 59

Stax

JUNE 20, 2024

To ensure that an ISV partner program is right for you, consider their program structure and offerings, integration capabilities, support and resources, security and compliance, and costs and financial incentives. This in turn, enhances the user experience, and accelerates time-to-market for your SaaS solution.

SaaS Payments 88

SaaS Payments Payment Services Payments Stax 88

User Pilot

JULY 14, 2024

To increase user activation rates at your SaaS, identify your customer needs and create personalized onboarding experiences that lead users to value as quickly as possible. Or in other words, at what point, do users experience initial product value firsthand. Average user activation rate per industry.

Benchmarks 105

Benchmarks Scale Onboarding Metrics 105

User Pilot

OCTOBER 20, 2023

Delivering an outstanding product experience , particularly through concise, visually attractive, and personalized onboarding , is becoming increasingly important for product success. That’s also how users prefer to access support. ” Curious about other trends in SaaS onboarding?

Trends 105

Trends Artificial Intelligence Management AI 105

User Pilot

MAY 27, 2024

The overall user experience. Using this information, you can then personalize onboarding and improve your marketing materials for that behavioral segment. Creating user segments with Userpilot. Then leverage this survey data to personalize onboarding for each customer’s specific use case. Customer support.

Customer Lifetime Value 105

Customer Lifetime Value Retention Engagement User Experience 105

Stax

MARCH 18, 2025

Your CAC is how much you spend on acquiring and onboarding a customer, and can include marketing, communications, sales, and other expenses. moment” focuses on when users first-handedly experience your product’s value through great user experience. Customer acquisition cost. Activation rate.

Scale 117

Scale Payment Services Payments SaaS Payments 117

Stax

JUNE 25, 2024

TL;DR Key features your charity payment solution should cover include PCI compliance and security, streamlined integrations, a great user experience, reporting and analytics, and customization and flexibility. Don’t worry: today, we’ll help you find the best charity payment solution for your nonprofit.

Payment Solutions 88

Payment Solutions Merchant Services Payment Services Payment Methods 88

User Pilot

JANUARY 18, 2024

Looking for an effective onboarding automation tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your onboarding automation needs. Looking for a Better Alternative for Onboarding Automation?

Software Review 52

Software Review Onboarding Systems Review Technical Review 52

User Pilot

JANUARY 18, 2024

Looking for an effective onboarding automation tool and wondering if Userlane is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether Userlane is the ideal choice for your onboarding automation needs. Looking for a Better Alternative for Onboarding Automation?

Software Review 52

Software Review Onboarding Systems Review Technical Review 52

User Pilot

MARCH 21, 2023

Tracking user behavior enables you to identify successful user behaviors and promote them for other user segments. Tracking product usage at all customer journey touchpoints is necessary to develop fully-satisfying user experiences. Application analytics: user behavior analysis.

Management 98

Management Technical Review Outsourced Development Mobile 98

User Pilot

FEBRUARY 25, 2024

Looking for an effective onboarding automation tool and wondering if GainsightPX is the best option for your SaaS company? In this article, we’ll delve into precisely that – helping you determine whether GainsightPX is the ideal choice for your onboarding automation needs. Let’s get started!

Software Review 52

Software Review Technical Review Onboarding Systems Review 52