Verified ?

It's your first day in finance and you wanted to make a 'simple' change to the signup flow.

Here's your complete fintech onboarding playbook: 100+ flows analyzed, documented, and ready to implement ?? Product leaders, how many of these patterns do you recognize? → Ask for sensitive data (e.g. SSN) before establishing trust → Require 16+ clicks before showing value → Lose 35% of users in the process The highest-converting flows take a different approach. They understand that trust isn't built by asking for everything upfront – it's earned through small moments of delight. We've documented every pattern that works: → Progressive disclosure sequences that convert → Trust-building micro-interactions → Compliance-optimized flows → Mobile-first verification patterns → Battle tested copy that converts The result? A complete playbook that increased conversion by 61% for the number 1 app on the Apple app store. We're sharing this with the fintech community because better onboarding creates better products for everyone. Reply "playbook" for the full UX pattern library and Figma templates. Perfect for teams balancing security with speed, building trust through design, and turning compliance into competitive advantage. Let's make fintech more human, one signup flow at a time ?? #Fintech #Onboarding #Finance #ProductDesign #UserExperience

"It's impossible." That's what everyone told us last year. "You can't verify identity with just a phone number." "Users won't trust it." Today, we're unveiling a radical simplification of identity verification. Instant identity verification from a single phone number. This isn't just another product launch. It's the culmination of years solving what many said couldn't be done. Here's how it works: 1. User enters phone number 2. You call our API 3. We return verified identity data 10 seconds total. 1 API call. The results? →? 31% lift in conversion → Users onboard 28-seconds faster → 95% US adult coverage, seamlessly falling back to DOB when needed Why does this matter? Every time someone abandons a signup flow, it's not just a lost conversion. ? It's a person being denied access to financial services because our industry made things too complex. That ends today. This is the next step in our mission to make identity verification so seamless, you forget it exists. Want early access? Comment "unlock" below. #Fintech #Finance #Onboarding #UX

Product teams in fintech every time they need to make a change to their signup flow. Thankfully with 1-Click Signup, product teams can ship compliant onboarding flows that are still user centric!

It's not every day you hear an investor say: "Your onboarding flow is better than any other fintech product I've ever signed up for." But that's exactly what happened when our client Philip Barrar, founder of FutureMoney, showcased their Verified ? powered signup process on The Pitch Show. Jesse Middleton of Flybridge couldn't hide his amazement ?? “It is super impressive, the onboarding flow, that with only your phone number It filled out the entire form with my current address and social security number.” What caught everyone's attention? → Pre-filled forms with just a phone number → Seamless, error-free data entry → Lightning-fast completion time The result? An impressive 30% conversion rate from download to monetized customer. This is why we at Verified are passionate about what we do. When great products like FutureMoney's Junior Roth IRA are paired with frictionless onboarding, magic happens. Kudos to FutureMoney for showing how user experience can be a game-changer right from the first interaction. Can't wait to see what they achieve next!

Last week at Money 20/20, we unveiled a radical simplification of identity verification. One that could fundamentally change how millions of Americans access financial services. Identity verification has always been complex. Many steps. Lots of friction. Fewer users completing signup. Until now. Introducing Phone-only 1-Click Signup — a breakthrough that verifies user identity with just a phone number. No endless fields to fill. Just instant verification for 95% of US adults, seamlessly falling back to include DOB when needed. Here's how it works: →?User enters phone number →?You call our API →?We return verified identity data →?10 seconds total. 1 API. The results? →?31% lift in conversion rates →?Users onboard 28-seconds faster →?Still 95% US adult coverage Why does this matter? Because every day, millions of Americans are denied access to financial services due to clunky identity verification. That ends today. This is the next step in our mission to make identity verification so seamless, you forget it exists. Want early access? Comment "unlock" below. #Fintech #Identity #Money2020 #Onboarding #UserExperience #Finance

User verification so seamless that 60% more users are adding funds to their account. That's happening right now on Kalshi. From dashboard to trading in 10 seconds. Want to see how we could transform your onboarding? Comment "demo" below.

Next week at Money 20/20, we're showing how the fastest-growing fintechs are transforming their onboarding experience, from an interrogation, to a seamless AND secure flow. Over the past 12-months we’ve analyzed 100+ of the industry's top onboarding flows. And the reality? -> 180+ seconds of onboarding friction -> 16+ fields to fill out -> 35% of qualified users abandoning for competitors At Money 20/20, we'll show how leading fintechs are transforming this experience, leading to delighted customers, and a 31% boost in conversion rates. Spot members of our team (Aidan McCarty, Nick Adams, Bradley Hinson, Steven Male) sharing our belief that "thorough" doesn't have to mean "slow." #Money2020 #Fintech #Onboarding #CustomerExperience

We 10x'd our sales process by ditching traditional outbound. Here’s how ?? Last quarter, we made a bold move at Verified ?: we completely overhauled our sales approach. Inspired by Gal Aga from Aligned, we shifted from traditional outbound to a buyer-centric, collaborative model. The results? Staggering. ?? 2.3x increase in mid to late stage conversion ?? 4x increase in pipeline value ?? 2x improvement in win rates But the most surprising impact? Mid-pipeline acceleration, with buy-in across the organization. Here's what changed: ?? Shared Workspaces: We now co-create with prospects. It's not just a sales pitch; it's a collaborative journey. Our shared workspace makes it a breeze for anyone to learn exactly what they need to know, leading to more informed, committed buyers. ?? Steps to Success: We align on goals and timelines upfront. This transparency has reduced "gone dark" scenarios dramatically. ?? Champion Enablement: We equip our champions with the tools they need. Result? Better informed internal presentations by our champions. ?? Personalized Content Journeys: No more one-size-fits-all decks. We tailor content to each buyer's specific needs and stage in the journey. As the Gal often says, "The best salespeople don't sell—they enable buying." When your product truly adds value, empowered buyers become your strongest advocates. For those selling a product with many stakeholders, I can't recommend this approach enough. It's not just about closing deals faster—it's about creating better partnerships from day one. Curious to hear your thoughts. Have you tried a similar approach? What's been your experience with modernizing the sales process? #SalesInnovation #BuyerEnablement #B2BSales

We spent 231 seconds signing up for Webull Financial so you don't have to. Here's what we learned: ???♂? Webull Onboarding Breakdown: ? Time to onboard: 231 seconds ? Screens: 24 ? Fields: 35 ? User Experience: ?? ? Overall Grade: F But raw numbers don't tell always the whole story. Let's dive deeper: ??The Good Webull's copywriting is top-notch. Each title paints a picture of the user's future state. "Invest in stocks, ETFs & more with 0 commission" tells you exactly what you're getting into. Compare this to Robinhood, where titles are more generic and subtitles can ramble on. Webull's clarity is refreshing. ??The Not-So-Good Filling out this onboarding flow felt more tiring than waiting in line at the DMV. If users are exhausted before they even start using your platform, how likely are they to take key actions? Webull asks for 35 fields of information. Robinhood? Just 10. We found ourselves constantly thinking, "Is this info really necessary?" Especially upfront. And is there a way (like pre-fill) to easily solve this problem? By front-loading so much information gathering, Webull delays the moment users can actually explore the platform. This is a missed opportunity for creating excitement and demonstrating value. ???The Big Lesson Your onboarding isn't just about collecting data. It's about setting the stage for user success and excitement. ?? Key Takeaway Consider splitting your onboarding flow. Let users explore your platform sooner, then gather additional info as it becomes relevant to their journey. And remember, how can you use the onboarding process to delight your users, not just collect information for compliance? How much information do you really need upfront? Could you let users experience your product's value before asking for everything but their shoe size? Looking for more fintech onboarding breakdowns? Take a look at our leaderboard https://lnkd.in/eihfSffE #FintechOnboarding #UserExperience #ProductStrategy #Onboarding