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Acquisition Is Not
The Problem
Funding Is
The step-by-step framework financial platforms use to close the gap between signups and funded accounts and unlock the revenue that's already in your funnel.
Download the playbook to learn:
• Why acquisition does not translate into revenue
• The 5 mechanisms that drive activation, retention, and expansion
• A 90-day framework to build or fix your growth system
• The 5 mechanisms that drive activation, retention, and expansion
• A 90-day framework to build or fix your growth system
📄 13-Page Playbook 🏦 Real Life Insights ⚡ Implement Today
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Our Experience
A practical guide built from years of experience developing growth strategies across markets
What’s Inside the Playbook
A Working Guide To Fix The Funding Gap
Every section in this guide is tied to the same problem: users sign up but don’t fund. It identifies where that happens and outlines what to change, grounded in years of testing and learnings with leading financial institutions.
- The Funding Gap Diagnostic: Identify exactly where users drop before depositing
- The 5 Drivers of Funded Accounts: The levers that actually move deposits
- The 90-Day Fix Framework: A structured path from insight to execution
- Benchmarks That Matter: What “good” looks like for funded conversion
- The 5 Drivers of Funded Accounts: The levers that actually move deposits
- The 90-Day Fix Framework: A structured path from insight to execution
- Benchmarks That Matter: What “good” looks like for funded conversion
Built on Real Growth Results
6
2
3
4
6
5
2
3
4
5
%
Growth in Total Deposits
6
2
3
4
2
.1
2
3
4
5
6
2
3
4
X
Increase in Onboarding Completion
6
2
3
4
5
.6
2
3
4
5
X
Growth in Average Deposit Size
6
2
3
4
1
5
2
3
4
5
Years of Fintech Experience
This guide shows where funding breaks and how to fix it, grounded in real work diagnosing the gap between signups and funded accounts.
Why This Playbook
Section 01.
The Deposit Growth Diagnostic
Most teams lack visibility into what happens between sign-up and funding. This chapter shows how to measure the funnel and identify where users drop before their first deposit.
Section 02.
The 5 Deposit Levers That Actually Move Metrics
Funding outcomes are driven by specific factors: value clarity, friction, trust, timing, and incentives. This chapter explains how each one impacts whether users complete their first deposit
Section 03.
Your 90-Day Deposit Growth Roadmap
Improving funding requires a structured approach. This chapter outlines how to diagnose, test, and scale improvements over a 90-day period.
Section 04.
Benchmarks & What “Good” Looks Like
Understanding where you stand is critical. This final chapter shows benchmark ranges for funded account performance and how to interpret them. Now you have everything you need to fix the gap between sign-ups and funded accounts.
Section 01.
The Deposit Growth Diagnostic
Most teams lack visibility into what happens between sign-up and funding. This chapter shows how to measure the funnel and identify where users drop before their first deposit.
Section 02.
The 5 Deposit Levers That Actually Move Metrics
Funding outcomes are driven by specific factors: value clarity, friction, trust, timing, and incentives. This chapter explains how each one impacts whether users complete their first deposit
Section 03.
Your 90-Day Deposit Growth Roadmap
Improving funding requires a structured approach. This chapter outlines how to diagnose, test, and scale improvements over a 90-day period.
Section 04.
Benchmarks & What “Good” Looks Like
Understanding where you stand is critical. This final chapter shows benchmark ranges for funded account performance and how to interpret them. Now you have everything you need to fix the gap between sign-ups and funded accounts.
Faq’s
Not sure yet? Have some questions? We listed the ones most frequently asked.
We build repeatable systems for deposits, customers, and revenue growth, turning fragmented efforts into predictable results.
