PLG Activation Audit for Fintech

Turn signups into paying users.

Fix user activation and trust with a comprehensive audit - ready for your next sprint.

Increased onboarding & KYC completion rates.

Immediate, measurable impact on revenue.

Stronger user trust and early retention.

Improve first deposits or transactions.

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Fintech and crypto apps are losing money by failing to convert sign-ups into first transactions/deposits.

You did everything right: got people interested, brought in leads, and even converted them. But then... poof. They signed up and vanished. They never came back. Seriously, think about all that cash you're leaving on the table! I can help you fix that. Let's get those new customers actually using your product and coming back faster, so your customer lifetime value goes way up.

With over 10 years working with Fintechs and Crypto startups — including scaling two unicorns and building a neobank from 0 to 1 — I’ve learned that the difference between success and failure often comes down to activation.

I help you fix that bottleneck without a year-long overhaul. Using the same behavioral science and UX strategies that allowed me to reduce the time people do the first deposit or transaction by 20% in the past, I’ll audit your current activation flow. I will identify exactly what is preventing the first action and deliver redesigned key screens and copy improvements. You’ll have a clear, actionable roadmap to improve your activation metrics by your next sprint.

_THE PROBLEM

Users drop off before completing onboarding, KYC, or their first deposit/transaction.

Friction and unclear messaging slow growth.

Lack of trust prevents users from taking critical first actions.

What changes when you fix the activation?Users come back. Retention lifts. CLTV goes up.

MoneyFlow Activation Audit

$1,500 one-time

Review one key activation flow (onboarding, KYC, or first transaction).
Identify friction points, confusing microcopy, and trust blockers.
Redesigned screens that guide users to success.
Actionable recommendations sheet + video for quick implementation.
Improve microcopy to strengthen trust and clarity.

5 business days

Figma screens + recommendations sheet + video

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__ABOUT ME

I‘m Alan Pereira, a product designer working for over 10 years in Fintech & Crypto. I helped scaling 2 unicorns, and building a successful neobank from scratch. In all of my experiences, the activation was a huge bottleneck. But identifying the issues, applying the top UX best practices, behavioral science and improving the copy, I made it work. With a reduction of 10%-20% on the user journey until the first deposit/transaction.