Secure Onboarding for Complex Fintech Workflows
By Olli, founder of Produktly · Updated 2026-09-02
Simplify KYC, compliance checks, and dashboard navigation without compromising security. Build trust and reduce drop-off in critical financial processes.
Onboarding Checklists
Boost completion rates
Micro Surveys
Contextual feedback
NPS Widgets
Measure loyalty
Why use Produktly for your industry?
Increase KYC Completion
- Guide users step-by-step through document uploads and identity verification.
Explain Complex Data
- Use tooltips to explain financial terms and dashboard metrics contextually.
Secure & Compliant
- We donnot store your sensitive user data. Designed with privacy in mind.
Use Cases
How you can use Produktly
KYC Verification Walkthrough
Guide users through the identity verification process, explaining which documents are needed and why.
Investment Dashboard Tour
Show new investors how to read their portfolio performance charts and execute their first trade.
Compliance Updates
Notify users about new regulatory changes and guide them to update their profile information.
Features
Everything you need to succeed
- Smart Tips
- Place subtle tooltips next to confusing form fields or charts.
- Checklists
- Give users a clear progress tracker for multi-stage applications.
- Element Highlighting
- Focus user attention exactly where it's needed during complex tasks.
A Complete Digital Adoption Platform
One platform, everything you need to drive growth.
Product Tours
Interactive walkthroughs to guide users.
Checklists
Progress trackers for onboarding tasks.
Smart Tips
Contextual tooltips for UI elements.
Micro Surveys
In-app questions to gather feedback.
Frequently asked questions
- Is data stored securely?
- Yes. We prioritize security and privacy. We do not store sensitive financial data from your users.