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.
Acquisition Is Not
The Problem
Funding Is
📄 19-Page Playbook 🏦 Real Life Insights ⚡ Implement Today
Free Guide by ROI Labs
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.
📄 19-Page Playbook 🏦 Real Life Insights ⚡Implement Now
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A practical guide built from years of experience developing growth strategies across markets
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.
A Working Guide To Fix The Funding Gap
What’s Inside the Playbook
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 Deposit Growth Diagnostic: A clear way to see where funding breaks and what is missing from your visibility
The 5 Deposit Levers That Actually Move Metrics: The specific drivers behind stronger funded account conversion
Your 90-Day Deposit Growth Roadmap: A practical sequence for moving from insight to action over 90 days
Benchmarks & What “Good” Looks Like: the numbers that show how your funding performance compares to strong results
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
Fix The Step That Stops Users From Funding
Based on real cases where users never complete funding, this guide identifies the point of failure and outlines what needs to change. Not theory, but patterns drawn from real platforms and real data.
Built on Real Growth Results
+$20M
in New Deposits + Opportunities
2.1x
Growth in Average Deposit Size
5.6x
Growth in Total Deposits
15 Years
of Fintech Experience
Why This Playbook
Your Funnel Looks Healthy Until You Look At Funded Accounts
This guide shows where funding breaks and how to fix it, grounded in real work diagnosing the gap between signups and funded accounts.
Chapter 1
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.
Chapter 3
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.
Chapter 2
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
Chapter 4
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.
Growth teams at banks and fintech companies
Product leaders responsible for onboarding and activation
Performance marketers optimizing CAC without revenue movement
Founders scaling acquisition
Who is this Playbook for
Frequently Asked Questions
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Yes. There’s no payment, no trial, and no requirement beyond submitting the form. The full guide is delivered immediately.
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Growth, product, and marketing teams responsible for converting sign-ups into funded accounts across within financial platforms.
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It focuses on the part most teams overlook: what happens after sign-up. Rather than acquisition tactics, it breaks down why users don’t fund and what drives improvement at that stage.
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Right after you submit the form. The playbook is sent directly to your inbox without delay.
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We may follow up with relevant resources or an invitation to a strategy session, if appropriate for your stage. We won't spam you, you can unsubscribe from emails at any time. The playbook delivers real and immediate value regardless of whether we work together.
Stop Optimizing For Signups
Start Turning Users Into Funded Accounts
Get The Funded Account Problem Playbook and start improving funded account conversion with a clear, practical approach as soon as today!
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