Turn customer experience into retention.
From a five-day sprint to an embedded partnership, every engagement is built to sharpen the experience that keeps your customers, not just to hand over recommendations.
The Fintech Retention Sprint™
A focused, five-day look at how your fintech is actually run, and where that quietly loses you users. Not a redesign, and not a marketing job. I go backstage: the team handoffs, the manual steps behind your automated flows, the KYC and onboarding decisions no one quite owns. Then I find where users drop off and why. You get a clear read on how the product runs, what it is costing you, and the fixes to make first.
What you get
- Backstage video: a 15-minute walkthrough of how your product is actually run and the moments where it loses users, the operational why behind the drop-off, not a screen critique
- Backstage map: how the work flows across product, onboarding and compliance, the handoffs and manual steps where users fall through, and the revenue at stake
- 30-day fix roadmap: a priority matrix so your team ships the high-impact, low-effort fixes first
Not a UI redesign. I look at how the product is run across KYC and onboarding, first-mile activation, and the core retention loops, and fix where that quietly loses users.
Best for
Seed to Series B fintech founders who are losing users and already have a product, maybe even a marketing team, but need someone who can see why in how the product is run, not how it looks.
Timeline
5 business days
Investment
€2,500
The Fintech Retention & Activation Diagnostic
Where the five-day Sprint maps how your product is run and where it leaks users, the Diagnostic goes deeper over four weeks. I combine behavioural data, user interviews, and a close read of how the work actually flows across product, compliance and KYC, and onboarding, to find why drop-offs happen. You get an independent, risk-ranked roadmap that stops the internal debate and fixes your cohort retention. Not a redesign, a read on how the product is run.
What's included
- A full backstage map: every drop-off point traced to its source in how the product is run, across product, compliance and KYC, and operations and support
- Cohort activation audit: your time-to-first-value mapped, from signup to first funded account or transaction
- Live debate resolution: I take one major internal product argument, say “is KYC too long, or is the value unclear”, and settle it with user data
- Risk-ranked executive roadmap: a prioritised matrix, high impact and low effort first, tied to the metrics your board cares about like CAC payback and 30-day retention
- Two collaborative strategy workshops: a kick-off and a final executive handoff with your product, engineering, and growth leads
Timeline
4 weeks: 2-week discovery and data review, then 2-week synthesis and roadmap
Investment
€8,000 to €12,000
Fractional Retention & CX Leadership
A clear retention roadmap is only half the battle. Executing it without derailing your product roadmap is where most fintechs stall. My embedded retainers give your team senior retention leadership to systematically fix how the product is run, compress time-to-value, and lift cohort activation month on month. Every retainer runs on a 3-month initial commitment, then continues month to month with 30 days notice.
The hands-on partner for post-PMF fintech teams who need direct sprint oversight to reduce drop-off, optimise KYC and onboarding, and lift Net Revenue Retention.
- Bi-weekly strategy and sprint planning, 2× 60-min a month, with your product, engineering, and design leads
- Process and operations review: 48-hour async feedback on how flows, onboarding and team handoffs are run, before code is written
- Continuous drop-off analysis across Mixpanel, Amplitude or Heap
- Experiment specs and product briefs for onboarding, push loops, and win-back sequences
- Quarterly CX and retention health report for your board
For lean teams with strong internal execution who need ongoing strategic steering, metric sanity checks, and async guidance.
- Monthly strategy alignment, 1× 60-min a month, on activation metrics and priorities
- Dedicated async support window over Slack and Loom for flows, onboarding, and how the product is run
- Bi-weekly metric sanity checks to flag friction before it hits your numbers