Compliance fields are mandatory. Losing 71% isn't.
You can't remove KYC requirements. You can absolutely stop presenting eleven of them on one screen with no explanation and no way to save progress.
What's different here
Fintech CRO operates under a constraint most verticals don't have: you can't simply delete friction, because much of it is legally required. That makes the work fundamentally about sequencing and expectation-setting, not removal. One client lifted application completion 128% without removing a single compliance field. Purely through progressive disclosure, saved progress, and telling people upfront what they'd need.
Trusted by teams at
What cro looks like for fintech companies.
These are the plays that wouldn't appear on a generic cro page. They only make sense in fintech & financial services.
Progressive disclosure with saved progress
Splitting a monolithic application into logical stages with progress persistence. People abandon an 11-field form; they complete three 4-field steps that remember where they stopped when they go find their passport.
Upfront requirement disclosure
Telling applicants what documents they'll need before they start. Counterintuitively this raises completion. People who abandon at document upload were going to abandon anyway, and the ones who prepare finish at a much higher rate.
Explaining why you're asking
A single line explaining that identity verification is a regulatory requirement measurably reduces abandonment at the credit-pull and SSN steps. Unexplained sensitive requests read as suspicious.
Trust architecture at the anxiety point
Licensing, deposit insurance, and security credentials placed exactly where session recordings show hesitation, typically the screen requesting financial account access, not the homepage.
What holds fintech companies back
Marketing and finance report different numbers
Platforms double-count conversions and browser tracking misses a third of events. Both teams use real data and reach incompatible conclusions.
Compliance-heavy funnels kill conversion
KYC requirements, disclosures and long application forms are necessary. They're also brutal on completion rates unless they're designed carefully.
You're optimizing the wrong event
Application starts are easy to buy. Funded accounts are what make money. Most fintech ad accounts are optimized to the former.
Ad platform policy restrictions
Financial services face heavy ad restrictions. Account bans and disapprovals stall growth for weeks if you don't know the rules cold.
Same rigor, applied here.
The full cro scope and process are identical whoever the client is. What changes for fintech & financial services is the tactics above, not the delivery model.
What's included
How it runs
- 01Instrument & analyze — Weeks 1–2
- 02Research — Weeks 2–4
- 03Prioritize — Week 4
- 04Test — Ongoing
- 05Compound — Month 3+
Fintech & Financial Services results, in detail.
Full case studies with the numbers, the mistakes, and the recommendations clients didn't want to hear.
Scoped like the core service, no surcharge.
Every engagement is quoted from your actual brief. There's no vertical surcharge for this combination. Request a quote and we'll scope it properly.
Teardown
A one-off expert audit with a prioritized roadmap.
Scoped to your brief
- Full funnel analysis
- Heuristic UX audit
- Session recording review
- Prioritized hypothesis backlog
- 90-minute findings presentation
Testing Program
Ongoing, systematic conversion growth.
Scoped to your brief
- Everything in Teardown
- 4–6 tests launched monthly
- Design & development included
- User testing (5 sessions/mo)
- Statistical analysis & reporting
- Insight library
- Bi-weekly review calls
Enterprise CRO
High-traffic sites and multi-property programs.
Scoped to your brief
- 10+ tests monthly
- Server-side & feature-flag testing
- Personalization program
- Multi-property / multi-market
- Dedicated CRO squad
- Team training & enablement
All engagements start with a free audit. Prices exclude media spend, which you pay directly to the platforms on accounts you own.
Fintech & Financial Services questions, answered straight.
Legal usually constrains what you must collect and what you must disclose. Rarely the order, the number of screens, or the copy explaining why. That's where nearly all the conversion gain lives. We start by mapping which elements are mandated versus which are internal convention, and in most engagements a meaningful share turns out to be convention.
Other services for fintech companies
Let's talk about your growth constraint.
You can't remove KYC requirements. You can absolutely stop presenting eleven of them on one screen with no explanation and no way to save progress.
Our commitment: If our testing program doesn't produce a net positive ROI within six months, we work free until it does.