See which applicants fund their account and use it.
Paid social fills the funnel. Kissmetrics follows each applicant from first click to KYC to a funded account.
18 years of it9.6out of 10
TrustRadius
Deposits are counted. Which campaign brought them is not.
The channel with the most applications usually gets the budget.
Sample data: a fictional money app, Jul 1 to Sep 30.
- 9,840applications from paid social, the most of any channel
- 22.2%of them funded an account
- 54.2%funded from referral invites, on 3,120 applications
Kissmetrics puts the campaign, the KYC check and the first deposit on the same person.
Four questions every fintech team asks, with a report for each.
Made for the marketers and growth leads who decide where the budget goes. Open the report, read the answer, and ask a follow-up in plain English.
Which campaigns bring accounts that get funded?
Last touch hands google_search_brand the credit. First touch shows who found the customers.
- 1,730
- funded accounts credited to google_search_brand on last touch (the last campaign before funding)
- 520
- on first touch (the campaign that first brought them): the same customers, found elsewhere
- 1,690
- funded from referral_invite_bonus, the most of any campaign on first touch
Move the budget. Fix the funding step. Keep the checks.
Your acquisition budget
In this example, paid social brings 9,840 applications and funds 22.2% of them. Referral invites fund 54.2%. Raise the referral bonus before the paid social budget, then compare funded accounts in 30 days.
Funnels, freeYour funding step
In this example, 7,630 people passed KYC and never funded, 4,210 of them on a manual bank transfer. Make the instant bank link the default, and export the group to your email tool for a reminder. The group updates itself as people fund.
Populations, Growth planYour onboarding checks
In this example, paid social passes KYC 57.0% of the time, referral invites 84.0%. Keep the checks as they are and change the traffic you buy.
Funnels, freeYour brand search
In this example, last touch credits google_search_brand with 1,730 funded accounts. First touch says 520. Read both before you move budget.
Performance report, Growth planWebsite live in about 5 minutes. App events take a developer, or Claude Code with our installer skill.
Install with AI, then send the onboarding steps from your app or backend, and every account lands on a person with the campaign that first brought them.
Install with AI
Kissmetrics installs with AI in about 5 minutes. Live view shows visits as they arrive, so you see it working.
Start from a ready-made schema
Ready-made schema examples show what to track and how to name it. For a money app: Application started, KYC passed, Account funded, First transaction.
Reports in your inbox
Send the onboarding funnel to the team by email every Monday, or daily or monthly, on the weekday you pick.
What fintech teams ask before they start.
Straight answers.
Can we track KYC and funding as well as the website?
Yes. Send KYC passed, Account funded and First transaction from your app or backend, and they land on the same person as their first visit: website and app as one person.
Will the numbers match our KYC provider or ledger?
Totals can differ, for example when an applicant can’t be matched to a person, so check three customers you know. Kissmetrics counts people, so it won’t match an ad platform’s conversions either.
How do we start, and do we need a developer?
Install with AI in about 5 minutes and pass the email at application. Ready-made schema examples show what to track and how to name it. Sending onboarding steps from your backend is a job for whoever looks after it.
What is free?
Tracking, the Funnels and Activity reports, the chat, dashboards and live view, with 100k events a month, 3 seats and no card. The Performance report, Populations, People search, visitors from AI assistants and CSV export are on Growth, from $99 a month. See pricing
Who owns the data?
You do. Export any report and its data on Growth, pull it through the API on any plan, and delete a person on request. Privacy policy
Read next: Analytics for Fintech: Track User Behavior in Financial Products, Why Paid Social Reports More Conversions Than You Had, First-Touch vs Last-Touch Attribution: What Your Analytics Is Missing.
Find your industry.
The same reports, with the questions your kind of business asks.
- SaaSWhich trials activate and pay, by campaign.
- E-commerceWhich campaigns bring buyers who come back.
- Lead generationWhich campaigns and ads bring leads that close.
- Fintech (this page)From application to KYC to a funded account.
- EdTechWhich learners finish a course and renew.
- MarketplacesBuyers and sellers, and which listings sell.
- Sales-led B2BWhich campaigns create pipeline, not just MQLs.
- HealthcareWhich campaigns bring bookings that show up.
Know which channel sends the customers who fund.
Kissmetrics records where each applicant came from, starting the day you add it.