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

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What is a Segmentation Survey? Questions, Examples & Use Cases

User Pilot

Customer segmentation enables teams to better understand customer needs and pain points and deliver personalized product experiences t o accommodate them. Psychographic segmentation groups individuals according to their lifestyles, interests, and personality traits. What is your highest level of education? How old are you?

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How to identify and reduce customer friction points

ChurnZero

Customer friction points are any obstacles that stand between the customer and what they want — think clunky checkout processes, complicated phone menus, or any steps that feel extra and unnecessary. Secure checkout processes are vital, but you want your payment process to be as fast and effortless as possible. Post-purchase friction.

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Optimizing Cross-border Trade:Merchant of Record for SaaS Companies

Subscription Flow

By giving the MoR for SaaS authority over tasks like paying taxes, processing payments, and conversions of currencies, SaaS companies are able to concentrate on their core services, improve customer support, and spur innovation in their products. Read more: What Is Merchant of Record (MoR)?

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Guide to direct-to-consumer brand growth

ProfitWell

However, today they can market their products online and set up distribution channels to deliver products directly to consumers. As consumers continue to embrace the convenience of online shopping, there is an increased need for businesses to achieve direct-to-consumer growth. 2 direct-to-consumer brands experiencing explosive growth.

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How to identify and reduce customer friction points

ChurnZero

Customer friction points are any obstacles that stand between the customer and what they want — think clunky checkout processes, complicated phone menus, or any steps that feel extra and unnecessary. Secure checkout processes are vital, but you want your payment process to be as fast and effortless as possible.

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SaaS Billing Best Practices: 10+ Subscription Strategies for SaaS and Software Companies

FastSpring

We also show you how to personalize your billing practices with advice from our experience working with thousands of SaaS businesses. The person using your SaaS product may not have access to the credit card used to sign up. He then sent out a link to this page inside payment failure notification emails.