Engagement
Conversion funnel audit for finance apps
A three-to-four-week walkthrough of one named journey — account opening, wallet registration, loan apply, or investment subscribe — ending in a written drop-off map and a briefing with the people who own the screens.
This is the review most teams commission first. We sit with the product owner, the operations lead who sees the queues, and — when they will join — a compliance colleague who can say which fields cannot move.
Who it is for
Digital banking, e-wallet, lending, and investment teams in Malaysia whose applicants stall between install and a funded account, a first top-up, a disbursed loan, or a completed subscription. You already have screens in market. You do not need another slide about “the customer journey.” You need someone to walk the path an applicant actually takes, including the MyKad capture, the liveness selfie, the cooling-off copy, and the DuitNow or FPX step.
Result
You receive a drop-off map for one named journey, annotated against the live screens; a ranked list of friction points with the evidence we saw; and a ninety-minute briefing. The document is written so Legal and Operations can argue with it, not so it can be pasted into a pitch deck.
What is included
- A kick-off call to lock the journey, the applicant type, and the constraints you cannot relax (risk scoring, e-KYC vendor, Bank Negara circulars you already follow).
- A screen-by-screen walkthrough on the build you give us — staging if production cannot be used.
- Notes on copy, field order, error states, retry loops, and waiting time after document upload.
- A findings report in English, with screenshots you approve for internal use.
- One ninety-minute briefing for up to eight people.
What is excluded
We do not rewrite your app, select an e-KYC vendor, buy media, or issue a legal opinion. We do not run paid acquisition tests. Implementation of the findings stays with your engineers and vendors.
How the work runs
- Intake (week 1). You send current screens, any funnel counts you already keep, and a list of steps Legal has frozen.
- Walkthrough (weeks 2–3). We complete the journey as a new applicant would, then again with a returning Malaysian IC holder if that path differs.
- Write-up (week 3). Friction is ranked by how completely it stops the applicant, not by how easy it is to change.
- Briefing (week 4). We walk the map with the people who can actually move a field.
Typical duration is three to four weeks from the day we receive screen access. Delivery is remote, or on-site in Kota Kinabalu or Kuala Lumpur when the team prefers to sit in one room.
Preparation
Grant us a test account that can reach every step, including failed selfie and expired MyKad photo. Tell us which languages the live app shows. If you have daily counts by step, send them; if you do not, we still complete the walkthrough and say so in the report.
Fees
From RM 18,500 for a single journey of up to twelve screens. Longer paths, dual-language copy review, or a second applicant type are quoted after intake. See Fees for how we price adjacent work.
Next step
Write to us with the product name and the step where people currently disappear. We reply within two working days with whether the audit fits, and what we would need in week one.