Fintech onboarding has the steepest cliff in SaaS: KYC, account linking, first transaction — each step sheds users. ConversionCRM watches every step, scores the hesitation, and follows up before the user is gone for good.
Fintech activation fails in the gaps between signup → verification → funding → first transaction. ConversionCRM instruments those gaps with custom events, scores each user's progress on six layers, and sends automated, well-timed emails (nudge, check-in, win-back) under your name — turning stalled verifications into funded, active, paying customers.
A user starts verification, gets asked for a document they don't have on hand, and closes the tab — intending to return. Without a nudge, “later” means never.
The scariest cohort: cleared compliance, never moved money. They're one well-timed, trust-building email from activating — and one silent week from churning.
Generic blasts erode the exact trust fintech needs. Outreach has to be personal, relevant to where the user stopped, and rare. That's a behavior-triggering problem, not a copywriting one.
track("kyc_started"), track("kyc_completed"), track("account_funded") — each step becomes scoreable. Set first funding (or first transaction) as the aha moment and the key-feature layer weights it 20 points.
A user stuck between verification and funding shows high recency but zero key-feature points — a visible, sortable pattern on the dashboard, refreshed every 3 seconds.
One lifecycle email per user per batch, cooldowns per trigger, instant stop for active users. The feature nudge reads like a helpful human (“need a hand with the last step?”), with replies to a real inbox.
A user who verified, funded nothing, and vanished gets one well-timed check-in and, after 30 days, one win-back. Recovered funded accounts are the cheapest growth fintech can buy.
Signup→KYC, KYC→funding, funding→habit. Add one custom event at each boundary; the widget covers everything else automatically.
Set account_funded (or first_transaction) as the key feature event in Settings. Scoring and feature nudges now push toward the step that actually predicts retention.
Sort the dashboard by stage: Onboarding users with several active days but no aha event are your KYC/funding stalls — the highest-ROI list in your product.
Welcome on signup, nudge for stalls, check-in for going-quiet, win-back at churn. Volume stays low by design; trust stays intact.
Pricing visits and limit hits feed a dedicated intent layer — the upgrade email reaches users the night they evaluate paid tiers, when conversion is cheapest.
Yes, with the right scope. ConversionCRM tracks product engagement — pages, clicks, time, and the custom events you choose to send (e.g., kyc_completed). You control event names and never need to send transaction amounts, balances, or document data. The ingestion API validates and rate-limits everything, and unknown API keys are rejected in production.
The step that predicts long-term retention — usually first funding or first transaction, not registration or verification. With that as your key-feature event, the 20-point scoring layer and the feature-nudge email both align on moving users to that exact step.
Three mechanisms: frequency guardrails (max one lifecycle email per user per batch, cooldowns per trigger type), stage relevance (a stalled verifier gets a help-style nudge, not a promo), and identity (your sender name, replies to your real inbox — answered by a human). Most users see three or four emails total across onboarding.
Yes — the 8 lifecycle email types are fixed and predictable, so they can be reviewed as a set, and every send is logged with full metadata. One-off emails via the composer can be drafted and previewed (desktop and mobile) before anything sends. You can also start with automation off and dashboards on.
Very well — developer-led fintech follows the same pattern with different events: api_key_created, first_successful_call, webhook_configured, first_live_transaction. Set first_live_transaction as the aha moment; the playbook is identical, and the developers page covers the integration side.
Instrument the gaps, score the hesitation, and follow up automatically.
Free during beta · no credit card · 3-minute install