Fintech onboarding research: KYC flow optimization
A practical guide for fintech PMs on researching KYC onboarding flows: methods, metrics, recruiting, and what signals to act on first.
Insights on expert networks, market research, UX research, and AI training from the CleverX team.
88 articles
A practical guide for fintech PMs on researching KYC onboarding flows: methods, metrics, recruiting, and what signals to act on first.
Fintech founders who validate pricing before launch avoid costly re-pricing. Here is the framework to do it correctly and quickly.
A practical stack of free-tier user research tools built around the solo founder workflow, from prototype testing to customer interviews.
Free plans sound appealing, but the true cost of website testing depends on volume, recruitment, and analysis time. Here is what you actually pay.
A direct comparison of Hotjar and FullStory on features, pricing, and use cases to help product managers pick the right behavior analytics platform.
A practical look at how AI is shifting PM responsibilities, daily workflows, and the skills product managers need to stay effective in 2026.
A practical guide to sourcing, screening, and scheduling B2B SaaS users for product research, covering both your own customer base and external panels.
Your email list is one of the most overlooked recruitment channels for user research. Here is how to use it properly.
Security buyers are a high-stakes, hard-to-read audience. This guide shows PMs how to design and run research sessions that get past surface answers.
Everything product managers need to QA a website before launch: a structured checklist covering UX, performance, SEO, accessibility, and real-user validation.
Testing AI features requires a different approach than standard usability testing. This playbook covers the five steps every PM should run before shipping an AI-powered capability.
A step-by-step BYOA framework for product teams who want to run high-quality research using their own customer base, not a rented panel.