The FinTech Onboarding Playbook

A Strategic Guide for Leaders in Banking & Financial Technology

Everyone talks about seamless onboarding. Every vendor promises it. Every product team aims for it. So why do most digital onboarding experiences still feel broken?

Because they treat onboarding as a tactical problem—a checklist of features—instead of the strategic decision it actually is.

What's Inside:

• ◆The Risk vs. Conversions Paradigm: The fundamental trade-off that rules every onboarding decision.
• ◆The Onboarding Machine: Why internal teams break down and how KYC actually fails in the real world.
• ◆The Operator's Toolkit: True STP metrics and the Customer-Process-Technology alignment framework that works.
• ◆Strategic Red Flags: Three signs your onboarding is broken (and how to fix them).

Who This Is For:

Product leaders, risk & compliance executives, CEOs, founders, and operations teams diagnosing why their metrics are suffering.