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Financial Services

KYC-friendly onboarding funnel for a fintech

Cut KYC drop-off in half by re-engineering the funnel into 4 micro-steps with progress save.

4 monthsClient: Investment fintech · mass-affluent
The transformation

Before vs After

BeforeWhere they started
  • 7-step monolithic KYC form.
  • No progress save; users started over.
  • No drop-off recovery.
  • Ops team firefighting blocked users.
AfterWhere Sphyx took them
💳
2×
  • 4 micro-step funnel with save.
  • OCR pre-fills 60% of fields.
  • WhatsApp recovers 1-hour drop-offs.
  • KYC completion rate doubled.

The challenge

A fintech was bleeding users at KYC — 7-step monolithic form, no progress save, abandoned mid-way.

Our approach

  • 4 micro-step funnel with save-and-resume.
  • Aadhaar + PAN OCR to pre-fill fields.
  • Per-step abandonment alerts to ops team.
  • WhatsApp resume-link 1h after abandon.

Outcomes

KYC completion rate
2×
Avg. time-to-complete
4 min
Drop-off recovery via WhatsApp
38%
Onboarding ops cost / user
−42%