AI-Powered Onboarding for a Fintech Startup

Built a conversational AI-powered onboarding flow that guided users through KYC, account setup, and product selection in a single natural conversation — replacing a 12-step form.

Bellavi Team

AI solutions

The Challenge

A fintech startup was losing nearly half its signups during onboarding. The process was manual, confusing, and required too many steps before users could experience the product.

What We Built

A conversational AI-powered onboarding flow that guided users through KYC, account setup, and product selection in a single natural conversation — replacing a 12-step form.

The Result

40% reduction in user drop-off. Prototype to production in 6 weeks.

The founder’s take: “We went from losing users on day one to converting them.”

Scope

Product design, AI development, integration with existing backend, QA and launch support.
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