The Fintech Startup's Customer Onboarding Checklist

The 5 biggest onboarding mistakes that drive customers away from your fintech startup that leads to data breaches, millions lost in regulatory penalties, and a smaller market share.

Make your fintech startup’s platform churn-proof with customers who love engaging with your app and trust you with their data.

✔︎ Discover clever ways to move your customers through the onboarding journey, giving them another reason to engage with your platform while educating them.✔︎ Find out how to minimize churn by addressing common onboarding pain points before they become issues.✔︎ Equip your team with skills to troubleshoot onboarding issues in real time, saving customer relationships.✔︎ Learn how to use data-driven insights to optimize and refine your onboarding process continuously.

Hi, my name is Andrew Vargas, and I’ve helped 1000’s of customers onboard to online banking platforms. This course includes everything I’ve learned about how customers interact with the onboarding process to provide a smooth, frictionless experience.

You explain things so clearly, you should train others how to onboard us customers

Want to make sure this free email course is “worth it” before you sign-up?

Here's everything that's inside:

Mistake #1:Not being transparent about how customers’ data will be used. This failure can make customers immediately stop using your startup's platform. And how to build trust by educating them about how their data is used.Mistake #2: Neglecting security and compliance standards during onboarding. This can set up failure for a fledgling fintech startup. If done right, it can provide a unique competitive advantage.Mistake #3: Not personalizing the onboarding experience using data-driven insights. Doing this will encourage users to explore and use more features, driving higher engagement and, ultimately, revenue growth.Mistake #4: The onboarding experience is not consistent between the mobile and web app. Why this can frustrate customers, and how can it be fixed with a few simple tweaks.Mistake #5: Not giving the customers multiple ways to contact support to troubleshoot common onboarding problems. This can be the difference between a happy customer and a frustrated customer who drops off.

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Within the next minute or two, you're going to get an email from me Andrew Vargas.This email contains instructions to get started with our The Fintech Startups Customer Onboarding Checklist, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! :-)Now go and check your inbox!

P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder...Chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤷🏻)