MY CFOLarge Withdrawal Alert
Sanjay Mishra requested ₹14L withdrawal.
Compliance Check
3 new KYC forms waiting for approval.
Drag-and-drop Visual flow builder, Splash A/B testing, and 10-step conversion funnel analytics.
Asks for PAN Card before establishing financial goals.
Asks emotional goal questions first, building trust before PAN fetch.
App Install
100.0% survival
Phone/OTP Verified
71.1% survival
PAN / KYC Fetched
63.1% survival
Risk Profile Quiz
49.1% survival
Bank Auto-Mandate
41.1% survival
First SIP Initialized
31.6% survival