Northwind Capital
Cut KYC drop-off by 62%
Rebuilt a legacy onboarding flow into a guided, mobile-first experience with real-time identity verification.
- Client
- Northwind Capital
- Industry
- FinTech
- Duration
- 16 weeks
- Services
- Web Development · UI / UX Design · QA Automation
The challenge
What was broken.
Northwind's investor onboarding flow had a 71% abandonment rate and took users an average of 24 minutes to complete. The legacy form spanned 14 screens with no save-and-resume, and identity verification ran as a separate manual review process taking 2–3 business days.
The solution
What we shipped.
- Redesigned the flow into 5 contextual steps with progressive disclosure and save-and-resume
- Integrated Plaid identity verification with instant approval for 80% of applicants
- Built a back-office review queue for the 20% that needed manual checks
- Added Playwright E2E tests covering every conditional path
- Shipped behind a feature flag with a staged rollout (5% → 25% → 100%)
Next.jsTypeScriptPostgreSQLStripePlaidAWS
The result
Numbers from their analytics.
62%
Lower drop-off
8 min
Avg completion time
80%
Auto-approved instantly
$1.4M
Annual recovered revenue
“We expected an incremental win. We got a step-change. The new flow paid for the entire engagement in the first 90 days.”