“They forced us to split ‘registered’ from ‘funded’ properly. The painful part was learning how many users stalled on the income declaration screen — but that is exactly what we needed before the next release.”
Client Stories
Evidence from teams who asked us to look at activation — not install vanity. Names of institutions are withheld where confidentiality agreements require it.
“The cohort view for first-week transfers was clearer than our internal deck. I still wish we had more time on card activation, but the KYC findings alone paid for the engagement.”
“The taxonomy clinic ended arguments that had dragged for two quarters. Engineering finally retired three duplicate ‘success’ events that had inflated our activation rate.”
“Monthly readouts keep us honest after each onboarding tweak. Some months the news is flat — which is useful, even when it is not exciting.”
Extended story: first deposit after a KYC rewrite
A KL-based digital bank asked for an Activation Funnel Audit after a compliance-led KYC rewrite. Install-to-registration held steady, yet first deposits fell for three consecutive cohorts. Together we redefined activation as “funded account within seven days of KYC pass,” then traced drop-off to a new selfie retry loop and an unclear deposit method order on the funding screen.
The readout recommended sequencing changes and clearer retry copy rather than a marketing spend increase. The following cohort recovered part of the deposit rate; the bank kept the monthly Cohort Readout Retainer to watch the next two releases. The reservation from their side: they wanted more moderated customer sessions than the original scope included — we noted that as a follow-on clinic rather than stretching the audit.
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