The Fintech Analytics Scorecard

Answer 8 questions about how your team tracks onboarding, engagement and revenue. You get a score out of 100 and recommendations for your stage.

Free. Enter your email at the end to see your score.

8
questions
3 min
to complete

What you will find out

In about 3 minutes, the scorecard shows where your analytics practices are strong and where they leave gaps.

Onboarding and KYC drop-off

See if you can pinpoint exactly where users abandon your onboarding and KYC flow, and whether it's friction, trust, or UX holding them back.

Engagement

Find out whether you're measuring true product engagement or just tracking logins. Feature-level analytics changes everything.

Compliance and risk

Discover if your analytics data supports compliance requirements or if audit trails and analytics live in completely separate worlds.

Revenue per user

Learn whether you can connect user behavior to revenue outcomes, from per-transaction fees to subscription tiers to LTV modeling.

How it works

Three steps to your score.

01

Answer 8 questions

Questions about your onboarding tracking, engagement metrics, revenue attribution, and compliance integration. No engineering knowledge needed.

02

Get your score

A score for User Journey, Product Intelligence, and Compliance & Risk.

03

Act on it

Fintech KPIs to track, quick wins and next steps, matched to your stage.

What is in your scorecard

A score, and what to do about it: KPIs to track, quick wins and next steps for your stage.

Overall score

A 0-100 score for the practices the quiz asks about.

Score by category

Scores for User Journey & Onboarding, Product Intelligence, and Compliance & Risk.

Stages

What teams at each stage usually have in place, from first tracking to analytics leaders. The quiz scores your practices; it does not read your numbers.

KPI checklist

Fintech-specific metrics you should monitor, prioritized for your current stage.

Quick wins

Immediate actions to improve onboarding completion, engagement tracking, and revenue visibility.

Recommendations

Next steps for leveling up your analytics, tailored to financial product requirements.

Eight multiple-choice questions about how your team works, never about your own numbers

Covers onboarding and KYC, engagement, compliance and revenue analytics

Built on what we have learned running Kissmetrics since 2008

Questions

Is this relevant to my type of fintech?
Yes. Whether you're in payments, lending, banking, insurance, or investing, the assessment covers analytics practices that apply across financial products.
Does this cover compliance requirements?
The assessment evaluates how well your analytics integrates with compliance needs (audit trails, event logging, and regulatory reporting). It doesn't replace compliance review.
We have an internal data team. Is this still useful?
Absolutely. Many fintech data teams have strong infrastructure but gaps in product analytics, onboarding tracking, or connecting behavior to revenue. This scorecard finds those blind spots.
What makes fintech analytics different from regular SaaS?
Higher stakes around compliance, fraud detection, and regulatory reporting. Plus unique challenges around KYC conversion, transaction engagement, and multi-product journeys.
How long does it take?
About 3 minutes. 8 multiple-choice questions. You see your score as soon as you enter your email.

Find your analytics gaps.

8 questions, about 3 minutes, and a score you can act on.

Free. Enter your email at the end to see your score.

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