A regulated broker saw strong registration volume but significant KYC abandonment due to unclear requirements, upload friction, and slow follow-up. As a result, the cost per funded account was unstable and scaling was constrained.

We mapped the full verification journey, improved step clarity and microcopy, introduced KYC guidance blocks, and launched CRM triggers for stalled users. The broker achieved 21% lift in KYC completion and improved time-to-KYC.