Rebuilt a compliance-heavy onboarding into a fast, three-step progressive web flow — without dropping a single regulatory field.
+214%
Signup conversion
-63%
Time to complete
-40%
Onboarding support tickets
The problem
A well-funded fintech was losing roughly 7 of every 10 users inside a 14-field, single-page KYC onboarding. Compliance required the data; the UX made it feel like filing taxes. Every abandoned signup was a paid-for user walking out the door, and the metric was quietly capping their growth.
Our solution
We kept every field the regulator needed but changed how it felt — breaking onboarding into a short, progressive three-step flow with inline validation, autosave and a visible finish line, then proving each change against the old baseline before shipping.
What we did
- Mapped the funnel with real analytics to find exactly which fields caused drop-off.
- Redesigned into three progressive steps with autosave, so no one ever loses progress or restarts.
- Added inline, real-time validation and connected Plaid to auto-fill bank details instead of manual entry.
- Rebuilt the frontend in Next.js/TypeScript for sub-second loads and full mobile parity.
- Shipped a working demo every Friday and A/B tested the new flow against the old one before full rollout.
The outcome
The same ad spend now produces triple the funded accounts, and onboarding stopped being the number the leadership team worried about in every board update.
“Same compliance, a third of the friction, and triple the completed signups. The weekly demo meant we were never surprised by what shipped.”