For FinTech

Every abandoned KYC, failed payment, and incomplete application has a story.
DeepSync helps you find it.

Banks, lenders, payment platforms, insurers, and investment apps process millions of customer journeys every day. Traditional analytics tell you where users drop off. DeepSync shows you exactly why.

KYC funnel trackingSensitive-field maskingRage click detectionUnder 5 min setup
A user completing a payment on a mobile banking app

The challenge

Financial products are built on trust. Small moments of friction can cost millions.

Opening an account, applying for a loan, completing KYC, or making a payment should feel effortless. A hidden button, a confusing error message, slow OTP verification, or a broken document upload is enough to make someone abandon.

Applications end and nobody knows why

Standard analytics show a loan application completion rate dropped 18% this month — not that a single confusing document-upload step caused it.

A release can break trust overnight

Payment completion can fall right after a deploy, and by the time it shows up in a dashboard, revenue is already gone.

One campaign looks fine until you check verification

An acquisition channel can drive thousands of signups that never finish KYC, and standard reporting won't tell you which channel — or why.

Compliance without evidence

Auditors and internal reviewers want proof of what users actually saw — not just aggregate metrics.

The solution

Where DeepSync helps

DeepSync bridges the gap between what happened and why, by combining session replay, heatmaps, AI insights, and behavioral analytics across every stage of the financial customer journey.

Customer Onboarding & KYC

Understand every step from account creation to successful verification

Replay sessions where users abandoned identity, document, or address verification. Discover confusing instructions, upload failures, browser compatibility issues, or mobile UX problems before they affect conversion rates.

  • Replay sessions where users abandoned identity or document verification
  • Spot upload failures, browser issues, and confusing instructions
  • See where mobile UX breaks down before it shows up in a support ticket
Heatmap of a fintech KYC onboarding screen

Payments & Checkout

A payment failure isn't always caused by the payment gateway

Sometimes users hesitate because fees aren't explained clearly, buttons appear disabled, loading states last too long, or confirmation screens create uncertainty. Replay those sessions and identify the exact interaction that prevented a successful transaction.

  • Watch replays of hesitation around fees, disabled-looking buttons, and long loading states
  • Identify the exact interaction that stopped a transaction from completing
  • Flag rage clicks on payment buttons before they become support tickets
DeepSync rage click detection on a payment button

Loan & Credit Applications

Every incomplete application represents lost revenue

Track each stage of your lending journey — from eligibility checks and income details to document uploads and final approval. Identify where applicants lose confidence, struggle to complete forms, or encounter unexpected validation errors.

  • Track eligibility checks, income details, document uploads, and approval as one funnel
  • See where applicants lose confidence or hit unexpected validation errors
  • Quantify how much revenue each incomplete application represents
Conversion funnel showing loan application drop-off by step

Investment & Wealth Platforms

Help investors complete their first investment with confidence

Discover where users spend time comparing funds, reading disclosures, or abandoning before completing a purchase. Use heatmaps and session replay together to improve onboarding and increase first-time investments.

  • See where investors spend time comparing funds or reading disclosures
  • Find the moment someone abandons before completing a purchase
  • Use heatmaps and replay together to improve first-time investment conversion
AI summary panel flagging investment onboarding friction

On the ground

What this looks like in a real week.

FinTech & Digital Payments scenarios DeepSync teams run into — and how each one gets fixed.

01

The camera that never opened

A lending company notices application completion has dropped 18%. Traditional analytics identify document upload as the problem but offer no further insight. Using session replay, the product team discovers that users on certain Android devices can't access their camera after granting permission.

Engineering fixes the issue within a day; completed loan applications rise 16%.

02

The 'Pay Now' button that wasn't broken

Support tickets report that the 'Pay Now' button isn't working. Replay sessions reveal the button stays disabled until users accept updated terms and conditions — but on smaller devices, the checkbox sits below the fold, invisible without scrolling.

After redesigning the screen, rage clicks drop 70% and successful payments increase significantly.

03

The quote page that buried the price

Thousands of users request insurance quotes every day, but many leave before completing the application. Heatmaps reveal visitors spending most of their time searching for policy exclusions while barely noticing the pricing information.

The product team moves key coverage details higher on the page; quote completion rates increase.

04

The OTP that arrived too late

After releasing a redesigned onboarding flow, verified account creation unexpectedly drops. DeepSync AI identifies that users repeatedly leave during phone verification because OTP messages take too long to arrive for specific telecom providers.

Instead of reviewing thousands of sessions manually, engineering isolates the issue within hours and resolves it before complaints escalate.

05

The OTP that never mattered

A payments app promotes faster transfers, but transaction completion barely moves. Session replay shows that 40% of failed OTP sessions happen when users switch from their SMS app back to the browser and lose their session state entirely.

The team adds auto-read OTP support; completion climbs without a single new banner or promotion.

06

The bank-linking step that quietly fails

A budgeting app's activation rate stalls right after a bank-aggregator update. Session replay of the connect-bank flow shows the third-party widget hanging on a loading spinner for specific regional banks, with no visible error or retry option.

The team adds a timeout-triggered retry state and escalates to the aggregator with replay evidence attached.

07

The mobile-only feature promoted to desktop users

A UPI payments app promotes a new 'scan and pay' feature by email. Journey analysis shows most campaign clicks land on desktop, where the feature is mobile-only — producing dead clicks on a QR icon that does nothing.

Marketing segments the campaign by device and links desktop users to a QR download page instead.

08

The disclosure users never read

An internal review flags that users are accepting a terms update without appearing to read it. Scroll maps confirm 89% of users never scroll past the first screen of the terms modal before clicking 'accept'.

Product replaces the wall of text with a collapsible summary and logs scroll depth as a record of what was actually shown.

What leadership tracks

KPIs this team already reports on.

KYC completion rate

Share of started identity verifications that finish successfully.

Funded account rate

Share of verified signups that go on to fund an account.

Payment success rate

Share of attempted payments that complete without failure or abandonment.

Loan application completion

Share of started loan or credit applications that reach final submission.

Time to first transaction

How long it takes a new user to complete their first real transaction.

Support tickets per 1,000 sessions

A fast proxy for where product friction is spilling into support cost.

Who uses it

One tool, every team, different questions.

Product

Identify friction across onboarding, KYC, and payment journeys before they affect business metrics.

Growth & Marketing

Measure which campaigns generate customers who complete verification and become active users — not just clicks or installs.

Engineering

Replay production issues exactly as customers experienced them, reducing debugging time and accelerating fixes.

Design

Validate new onboarding flows using real behavioral data instead of assumptions.

Operations

Spot bank-aggregator or payment-gateway outages in replay minutes after they start, before support volume spikes.

Customer Support

Understand every reported issue by reviewing the exact customer session, reducing back-and-forth communication.

Leadership

Receive AI-generated summaries of customer behavior, product friction, and conversion opportunities without manually reviewing dashboards.

Fits your stack

Works with the tools you already run.

StripeRazorpaySegmentSalesforceGoogle AnalyticsMixpanelZendesk
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FAQ

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