Fintech
We help fintech companies lose fewer users at identity checks. We build document checking, onboarding and case review with a logged decision on every case and an audit trail you can export, and we write promotions to clear compliance first time. Most fintech growth is lost between signup and a funded account.
Fintech
The two places fintech growth leaks
Fintech loses money in two places, and both are process problems. The users you paid to win drop out at identity checks, and the operations team behind those checks reads documents by hand because nothing they were sold could produce an audit trail their compliance team would accept. We build workflows that satisfy both an examiner and a sign-up target, then fix the campaigns that never cleared review.
Onboarding and winning customers, in that order of cost. The first is usually costing more than anyone is measuring.
- 01
The gap between signup and a funded account
Identity checks are where fintech funnels lose most of the users they paid for. We track each step, find the documents and screens people give up on, and rebuild the sequence around setting expectations and showing progress. Then we automate the review behind it: reading and checking submitted documents, passing clean cases straight through, and handing the rest to a person with everything gathered. Getting back users you already paid for is cheaper than finding more.
- 02
Manual review that cannot show its work
Compliance teams reject automation that cannot explain a decision, and they are right to. Every workflow we build for a regulated client records the inputs, the decision, the rule or model behind it and how sure it was, with records kept to your policy and a full trace you can export for each case. Automation you cannot evidence is a liability, however accurate it is.
- 03
Promotions that cannot clear review
A campaign written without the rules in mind gets sent back, rewritten into something toothless, and underperforms. We write to the rules from the start: no implied returns, no guarantees, risk warnings placed deliberately in the layout. It ships faster and performs better, because there is no second draft written under pressure.
- 04
Trust decided before the product is seen
People are deciding whether to give a young company access to their money. Regulatory status, how money is held, security and who is behind it settle that question, and burying it below the fold does not make it go away. We put the proof where the doubt is, on the page rather than in a footer.
What we do
What we run for Fintechcompanies
Automation and AI agents
AI agents that do your repeat workWeb development
A fast website built around customersAds management
Google and Meta ads you can trace to a saleSocial media management
Posts that sound like youAutomation and AI agents for fintech
Verification and case review that keeps the audit trail
Good questions
Common questions
Where does the data go, and who holds the keys?
For regulated work, the default is your cloud, your keys and your retention policy. AI providers can be held to zero-retention terms, or run in your own setup where your policy requires it. We settle this in scoping, before anything is built, because moving a data boundary later is a rebuild.
Will our compliance team accept an automated decision?
That is their call, and we build so it is an informed one. Every case carries a full trace: the inputs, the decision, the rule or model behind it, how sure it was, and the person who reviewed it where one did. We also agree before the build which decisions stay with a person by design.
Can you fix onboarding drop-off?
Yes, and it is usually the highest-return work available. We track each verification step, find the screens and documents people give up on, and rebuild the sequence around setting expectations and showing progress. The automation behind it removes the wait in the queue, which causes the second drop-off.
Do you understand financial promotions rules?
We write to them and send everything to your compliance team for approval. We are a technology and marketing partner, so your reviewer signs off every promotion. What we add is saving their time on drafts that were never going to clear.
Do you work with crypto?
No. We take regulated fintech work and decline crypto and Web3. If that is your market, another agency will serve you better than we would, and we would rather say so on the first call.
Ready when you are