AI Onboarding in Fintech: Live Webinar

Onboarding Users With an AI Assistant Inside Your Fintech Product

70% of financial institutions lost clients last year because onboarding took too long. That figure comes from Fenergo's Financial Crime Industry Trends 2025, a survey of 600 senior decision-makers, and it is the highest the firm has ever recorded. The usual answer is another redesign of the same form. Our webinar is about the other answer: an assistant sitting inside the flow, explaining the thing a user was about to quit over. Where that works. Where it quietly makes your compliance position worse. Olga and Sergiy will look at the process from two opposite angles. We will figure out where the investment pays off and where adding new tech just ruins the customer experience.

Platform GoTo Webinar

Language English

Duration 45 minutes

Level Leadership

WHY ATTEND

What you get out of this hour

Drop-off map The six points where fintech signup loses people, and the two that account for most of it.
A go/no-go checklist What to settle before you approve an assistant inside a regulated flow. Bring it to the next roadmap argument.
Deck and recording Both sent to everyone who registers, including the questions we run out of time for.

DESCRIPTION

What you'll learn

Most fintech onboarding is a compliance workflow wearing a product costume. KYC wants documents, AML wants checks, and the user wants to know why a company they have given no money to is asking for a selfie. Signicat's Battle to Onboard research puts the average abandonment at 18 minutes and 53 seconds, down from 26 minutes in 2020. Patience is what shrank, not the paperwork. An assistant inside that flow can explain the ask, pre-fill what it already knows, and catch a bad document before a reviewer touches it. It can also invent a policy answer that sounds right, log data you never meant to store, and, since 2 August 2026, it has to tell people it is an AI system in the first place. This session sorts which of those you are signing up for.

Agenda

Why onboarding turned into a board-level number in 2026
What actually changes when an assistant sits inside the flow
Where assistants earn their keep, and where they fail quietly
The compliance line: disclosure, logging, human handoff
The verdict, then live Q&A

SPEAKERS

Meet your speakers

Olga Zmiiova

Chief Growth Officer · LITSLINK

Olga has spent six years at LITSLINK working next to clients, first in business development and now as Chief Growth Officer. She speaks with fintech and healthtech teams every week, so she knows what they are asking for in 2026 and where onboarding projects stall before launch.

Sergiy Tsymbal

CEO & Founder · BoostWorkforce

Sergiy builds custom Claude Code agents and compliant AI deployments that run CRM, ERP, and operations for growing companies. He draws on 11 years in software consulting, a decade as co-founder and CEO of Wow-How Studio, and MIT Sloan training in AI strategy for business.

SAVE YOUR SPOT

Ready to join? Save your spot

Free live session. Recording sent to everyone who registers.

NUMBERS BAND

Eleven years of shipping products that go live

1,540+

projects delivered

11+

years on the market

300+

WOW! experts

82+

client countries