FinTech Onboarding: 13 Best Practices for Customer Success
User Pilot
JANUARY 11, 2024
For example, a payment app like PayPal can be used for either shopping or money transfer. You can also provide on-demand educational resources and tutorials to help users troubleshoot. Finally, you can create an onboarding checklist like PayPal that is automatically ticked off to ensure customers complete the initial onboarding setup.
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