User Guide to Boost
Customer Conversion and
Account Activation Rates
Feb 7, 2024 4 PM IST
Online
User Guide to Boost Customer
Conversion and Account Activation
Rates
Organizer:
Speakers:
Jay Dembani
Head of Product
Vandana Gorle
Product Manager
Key Takeaways:
Reduce latency between user onboarding and first transaction by triggering automated workflows.
Transform long and time-consuming onboarding workflows to quick and easy SEBI-compliant journeys with positive user experience.
Identify customer drop-off root causes and learn actionable steps for frictionless onboarding.
Live Q&A session with product experts.
[Bonus] Overview of 80+ newly launched APIs by HyperVerge
Problems Addressed:
Learn solutions to navigate common onboarding challenges such as:
High volumes of idle accounts not performing the first transaction, leading to low activation rates.
Server downtimes such as KRA, Digilocker, eSign etc and need for users to recall PAN number, disrupting seamless onboarding process.
Blind spots across the conversion funnel making it difficult for product managers to address friction points.
Data hygiene issues within KRA records and the absence of user records in KRA hampering onboarding experience.
Join Jay Dembani, Head of Product and Vandana Gorle, Product Manager in a live product workshop as they share actionable steps on how to boost conversion rates and activation rates for AMCs, RIAs and Bonds.