GUIDE AUTOMATION
STOP LOSING CUSTOMERS TO SLOW ONBOARDING
The Product Leader's Playbook
for Automated KYB
Anna Klis
July 1st, 2025
Anna Klis
July 1st, 2025
Get the 7-Step Framework That Boosts KYB Conversion by 50%
Your consumer onboarding converts in minutes. Your business onboarding bleeds prospects for weeks.
This playbook shows product leaders how to apply the same conversion optimization principles to KYB that you use for consumer funnels.
Stop treating compliance like a black box. Start treating KYB like the product feature it should be—measurable, optimizable, and revenue-driving.
Leading product teams use these strategies to achieve:
50% boost in business customer conversion40% faster time-to-revenue
80% reduction in manual work
Get the 7-Step Framework That Boosts KYB Conversion by 50%
Your consumer onboarding converts in minutes. Your business onboarding bleeds prospects for weeks.
This playbook shows product leaders how to apply the same conversion optimization principles to KYB that you use for consumer funnels.
Stop treating compliance like a black box. Start treating KYB like the product feature it should be—measurable, optimizable, and revenue-driving.
Leading product teams use these strategies to achieve:
- 50% boost in business customer conversion
- 40% faster time-to-revenue
- 80% reduction in manual work
Problem
Manual KYB is bleeding prospects and revenue. Business customer onboarding takes up to 100 days on average, with
38-40% of prospects abandoning the process due to excessive friction. Product teams struggle with customer conversion and activation, while compliance analysts waste 90% of their time on routine tasks instead of strategic analysis.
Solution
Our 7-step framework helps you instrument your KYB funnel like any product feature, optimize for conversion instead of just compliance, and turn your biggest growth bottleneck into a revenue accelerator. Stop treating compliance like a black box—start treating KYB like the revenue-critical product feature it actually is.
Product leaders achieve measurable improvements
RESULTS
Product leaders achieve measurable improvements
50%
higher business conversion rate
40%
faster deal closure
50%
decrease in drop-off rates