All fintech packages

Customer onboarding

Fintech Onboarding & KYC Optimisation

Find the friction in your onboarding journey and improve the path from registration to completed verification.

Defined deliverables2–4 weeksAgreed scope

Your project investment

£2,500–£6,000

Indicative range · GBP

Target delivery2–4 weeks
Discuss this package

Final price agreed after we confirm your scope.

Built for your next step

Turn sign-ups into verified customers.

Fintechs losing customers during registration or identity verification.

What success looks like

Agree a baseline for completion rate, drop-off and verification errors, then measure the updated journey against it.

A clearly defined scope

What’s included

6 deliverables
01

Existing onboarding journey assessment and friction map

02

KYC workflow improvements and one agreed identity-provider integration

03

Drop-off tracking across agreed onboarding steps

04

Retry flows and clearer error handling

05

Admin review dashboard for verification exceptions

06

Journey testing, handover and deployment support

Scope & boundaries

Covers one agreed onboarding journey. Additional providers, KYB journeys and wider platform changes are scoped separately. Your team defines verification policies and review decisions.

From first conversation to handover

A clear path to delivery

  1. 01

    Define the scope

    Review your challenge, systems and dependencies. Agree deliverables and acceptance criteria.

  2. 02

    Build together

    Implement the agreed workflows, with regular reviews and feedback from your team.

  3. 03

    Validate & hand over

    Test the agreed journeys, support deployment and hand over to your team.

The details that matter

Before we get started

A few things to know about scope, timing and working together.

Is this a fixed-price package?

The displayed range is indicative. We agree a defined scope, acceptance criteria and a project quote before work starts. Requests beyond that scope are estimated separately.

What do you need from our team?

A product or operations contact, access to the agreed systems and documentation, representative test data, and timely feedback. We confirm access and integration dependencies before scheduling delivery.

When does the delivery timeline begin?

The target delivery window is 2–4 weeks, starting once scope, access and dependencies are ready. Third-party approvals or changes to the agreed scope can affect timing.

What happens after delivery?

We hand over the agreed deliverables and documentation with a walkthrough for your team. Further features, monitoring and ongoing maintenance can be scoped as a separate engagement.

Prices are indicative GBP project ranges. Final scope, deliverables, acceptance criteria and price are agreed before work starts. Timelines assume defined scope, available technical access and compatible third-party integrations. Vendor, infrastructure, regulatory and licensing costs are excluded.

Let’s make progress

Start with a conversation.
Leave with a clear next step.

Tell us about your product and what’s slowing you down. We’ll help define the right scope for Fintech Onboarding & KYC Optimisation.

Discuss your project

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