Playbook for Fintech
What is the Playbook for Fintech?
Real execution, zero theory. These are battle-tested growth systems engineered specifically for MF, Stocks, F&O, and Wealth Management platforms. We provide actionable frameworks spanning onboarding optimization, engagement loops, and retention architectures that deliver quantifiable impact.
Proven Playbook Systems
Onboarding Mastery
Onboarding Mastery
Onboarding Mastery
- KYC Conversion Engine: rigorous optimization of the KYC journey.
- Funnel Architecture: 14-stage funnel refinement with precision copywriting.
- Proven Blueprints: Access 12+ custom-designed onboarding flows.
- Deep Dives: Over 20 comprehensive audits across MF and Trading verticals.
Engagement Engines
Onboarding Mastery
Onboarding Mastery
- Campaign Success: Proven flows for Signup → KYC → AOC → First Investment.
- Vertical Uplift: Demonstrated conversion increases in both Equities and Mutual Funds.
- Feature Adoption: Experiments to drive SIP creation, Watchlist usage, and more.
- Omnichannel Reach: Optimized targeting across Push, SMS, and WhatsApp.
Retention Accelerators
Retention Accelerators
Retention Accelerators
- Churn Defense: Advanced prediction models and automated winback flows.
- Event-Based Nudges: Triggered communications to re-engage dormant users.
- Analytics Command: Weekly impact dashboards and monthly executive summaries.
- Product Polish: UX/UI refinements and prioritization of critical flows like PAN verification.
How We Drive Growth
Retention Accelerators
Retention Accelerators
- Plug-and-play frameworks: Onboarding Audits, Engagement Playbooks, Retention Playbooks
- A/B experiment logs: Summaries, learnings, actual uplift data
- Client case study teasers: Results, not theory — real outcomes from fintech engagements