Question: I'm looking for a solution that optimizes user onboarding and improves conversion rates for financial services companies.

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HyperVerge

If you're a financial services company trying to get people signed up and reduce conversion rates, HyperVerge is worth a look. HyperVerge's AI-based identity verification platform is designed to speed end-to-end user onboarding with high pass rates, low fraud rates and industry compliance. Its step-by-step analytics can show funnel drop-off points, and its no-code workflow builder lets you create custom onboarding flows. That makes it a good option for financial services companies trying to boost conversion rates while keeping onboarding processes secure and compliant.

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Onfido

Another good option is Onfido. Onfido's digital identity service automates customer onboarding with AI-based verification to ensure global KYC and AML compliance. It offers a Smart Capture SDK, Global Verification Suite and Onfido Studio for codeless verification journeys. The suite of tools can help financial services companies get customers up and running while minimizing the risk of identity fraud, and Onfido is a popular identity verification service for financial services.

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Bento

If you're more focused on the user experience, Bento is a low-code tool to improve onboarding and activation with personalized guides and flows you can create out of existing content. With tools like BentoAI, customizable components and analytics that track user behavior, Bento can help you boost trial conversions and get people to use your product. It integrates with popular tools like Slack and Salesforce, too, so it should be adaptable for financial services companies trying to improve their user onboarding and activation.

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