Unlock exclusive industry data, actionable insights, and proven strategies to reduce onboarding drop-off and skyrocket conversions in India's WealthTech landscape.
Trusted by top WealthTech leaders across India
Get a sneak peek at the data-driven insights that will transform your
onboarding approach.
Chapter 2 • Pages 15-28
Detailed breakdown of exactly where users abandon the onboarding process, with quantified impact data from 50+ WealthTech platforms.
15+ critical drop-off
points identified
Platform-specific
behavioral patterns
Quantified friction
point impact
Regional variation
analysis
Chapter 4 • Pages 45-62
Proven strategies that increased conversions rates in WealthTech platforms.
Impact of personalized
engagement
Analysis of behavioral
data and patterns
Implementing fallback
orchestration
Digitization opportunities
in the onboarding flow
Chapter 1, Pages 6-8
Comprehensive benchmarking data from your
WealthTech industry peers.
Completion rates
Time to complete
CAC and LTV
Performance across
segments
Kedar Kulkarni
CEO | 
"We have witnessed the Indian WealthTech industry progressing rapidly, and realized that standing out is crucial for survival. User perception is more influential than ever, and onboarding is your critical first touch-point, it shapes how users see you from the very beginning. When we treat onboarding as the gateway to great customer experience, we build real trust and lasting relationships in a market where everyone’s competing for attention."
Join the ranks of WealthTech leaders who are already implementing
these data-driven strategies to revolutionize their customer experience.
