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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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The Best Way to Drive Demand in Marketplaces is Hiding in Plain Sight

Casey Accidental

Most marketplace founders and leaders intuit this over time, so they obsess over growth metrics. Most peer-to-peer marketplaces like Poshmark fail on the second because suppliers would much rather transact off platform via something like Venmo, Paypal, or Cash app to save fees. Uber and Airbnb are examples that fail on the first point.

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How to Find the Best SaaS Billing Platform: A Complete Guide

Stax

But if you’re a B2B solution, there’s a high likelihood that businesses will be interested in being able to accept customer payments, rather than just sending them a PayPal link or to a generic payment gateway. You can track key metrics in real time, allowing you to make up-to-date, data-driven decisions. Real-time insights.

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User Behavior Patterns: 8 Examples & How to Analyze Them

User Pilot

Think about how PayPal lets you create a new invoice by copying the previous one to improve the overall experience. User behavior analytics that help recognize patterns Analyzing user behavior is an integral part of improving product adoption along with other product growth metrics. But how do you identify and leverage these patterns?

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An In-Depth Guide to Subscription Billing Platforms (+ 5 Options)

FastSpring

Gather metrics and view reports on monthly recurring revenue. Automatically Gather Key Metrics and View Detailed Reports. This makes it easier for customers to restart their subscriptions without the hassle of onboarding again (onboarding is often a significant barrier to restarting a service). Total customer churn.

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In-Depth Comparison of 5 Monthly Recurring Billing Software

FastSpring

FastSpring lets you accept most preferred payment methods around the world (including Visa, PayPal, ACH, and more). Pausing their service — rather than canceling it — allows for easy reactivation without having to go through the entire onboarding process again. A reporting dashboard to view key subscription metrics.

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How to Become a Shopify Partner

Neil Patel

Payments occur on a bi-monthly schedule via PayPal. While there are countless metrics you can use to track the success of your endeavors, here are six key figures to assess the strength and success of your partnership. Given its predictive nature, the metric is perfect for forecasting revenue growth. Lead Conversion Rate.