Financial Services

FinTech GTM

User Acquisition, KYC Conversion & B2B Channel GTM

FinTech GTM operates in one of the most regulated and competitive acquisition environments anywhere. Whether you are acquiring retail users for a payments product, selling risk-as-a-service to banks, or building an embedded finance channel through corporate partners — each motion requires a purpose-built strategy that balances growth speed with regulatory compliance.

36+

Industry Sectors

AI-Powered

GTM Research

B2B

Channel-First

90-day

First Results

What You Get

What We Deliver

Concrete GTM outputs tailored to the realities of your industry — not generic frameworks.

User Acquisition & KYC Funnel Design

Full-funnel playbook from app install to KYC completion — channel strategy, incentive design, drop-off intervention sequences, and a/b testing framework for onboarding optimisation.

B2B & API Channel GTM

Banking, NBFC, and corporate channel partner ICP, API product positioning, technical sales enablement kit, and enterprise integration pitch for B2B fintech revenue streams.

Regulatory-Compliant Messaging Kit

RBI, SEBI, and IRDAI-aligned communications framework — all acquisition, activation, and retention messaging reviewed for applicable regulatory compliance.

Fraud & Risk GTM for Enterprise Sales

Risk-as-a-service positioning for banking and NBFC buyers — fraud detection, KYC automation, and credit scoring pitch with ROI model and compliance narrative.

Retention & Engagement Programme

D90 activation programme, transaction frequency driver design, cross-sell sequencing, and cohort-based early churn intervention for consumer fintech products.

CRM & Growth Analytics Setup

Funnel analytics, cohort tracking, and CRM configuration for managing both B2C user acquisition pipeline and B2B enterprise deals in one integrated dashboard.

Why It Works

The Commercial Difference

KYC completion is the real acquisition metric

Most FinTech brands optimise for app installs. We design around KYC completion and first transaction — the metrics that actually define an active user — reducing the gap between install and activation by 30 to 50%.

B2B channels multiply distribution without ad spend

An embedded finance partnership with a corporate employer reaching 10,000 employees delivers more KYC-verified users than months of paid acquisition — at a fraction of the cost per activated user.

Compliant messaging build trust and reduces churn

FinTech users are highly attrition-prone when they feel uncertain about fund safety or regulatory standing. Communications that proactively address RBI compliance and data security reduce early churn significantly.

D90 activation unlocks lifetime value

Users who complete 3 or more transactions in the first 90 days retain at 4 to 6 times the rate of users who do not. We design the D90 activation programme as the primary retention lever for consumer fintech.

Who This Is For

Is This For You?

Consumer payments and digital wallet companies
Neobanks and digital-first banking platforms
Lending and credit card fintech startups
WealthTech and investment platform companies
B2B fintech selling risk, KYC, and fraud APIs to banks
InsurTech and embedded finance platform companies
How We Work

How We Engage

A structured, time-boxed programme with clear milestones at every stage.

01
Week 1–2

Funnel & Compliance Audit

Audit current acquisition funnel, KYC completion rates, and regulatory messaging. Define user ICP and B2B partner channel opportunity.

02
Week 3–4

Playbooks & Messaging Build

KYC optimisation playbook, B2B channel pitch kit, compliant messaging framework, D90 activation programme, and cross-sell sequence design.

03
Month 2

Launch All Channels

User acquisition campaigns, B2B partner outreach, and D90 activation programme go live simultaneously with shared funnel dashboards.

04
Month 3–6

Optimise Cohorts & Scale

Track acquisition cost per KYC-verified user, D90 activation rates by channel, and B2B pipeline velocity. Scale channels with best CAC-to-LTV ratios.

Common Questions

Frequently Asked

Get Started

Ready to Accelerate Your FinTech Growth?

Share your details and a Neubrain fintech specialist will reach out within 24 hours.

Neubrain Solutions — B2B Business GTM Partner