Turn Signups Into Active Users
Guide new customers through KYC, funding, and first transaction with automated, step-by-step activation flows.
How it's works
From Signup to First Transaction
Automate every step of the financial onboarding journey to maximise activation.
Welcome and Start KYC
Instantly send a personalised welcome and guide customers through identity verification.
- KYC reminder sequences trigger for incomplete verifications.
- Plain-language instructions reduce drop-off at each step.
Guide to First Funding
Nudge customers to fund their account with timely, benefit-focused messaging.
- First-deposit reminders sent at optimal intervals.
- Benefits of funding highlighted clearly in each message.
Drive the First Transaction
Encourage the first key action — transfer, payment, or investment — with personalised prompts.
- Step-by-step guides to first transaction delivered in-app and by email.
- Feature tips personalised to the customer's stated goals.
Measure and Improve Activation
Track completion rates at each activation step and optimise your flows.
- Activation funnel shows exactly where customers are dropping off.
- A/B test messaging to improve step completion rates.
Platform
Financial Account Activation at Scale
Guide every new customer from signup to active user with automated, compliance-ready flows.
KYC Completion Flows
Send automated reminders and guidance to help customers complete identity verification.
First Deposit Campaigns
Nudge customers to fund their account with personalised, benefit-led messaging.
First Transaction Prompts
Guide customers to their first key action with step-by-step in-app and email guidance.
Compliance-ready Messaging
Use pre-built templates designed for regulated financial communications.
Activation Funnel Analytics
Track step completion rates and identify where customers are dropping out of the activation journey.
Explore More
Explore Other Industries
Greta works across every industry. See how other marketers are driving results.
FAQ
Got more questions?
Everything you need to know about fintech account activation with Greta.
Yes. Greta sends automated, friendly reminders at each KYC step with clear instructions that reduce friction and increase completion.
Greta runs long-horizon re-engagement sequences for customers who stall, automatically pausing and resuming based on their activity.
Build Something Real
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