Stop paying to acquire applicants who never fund
Fintech operators pour budget into acquisition, then watch applicants abandon mid-flow, docs get re-keyed by hand, and support staff answer the same policy question all afternoon. StoryDrips wires together the systems that close the gap — from first click to funded account — and runs them hands-off.
What we fix for FinTech
“We spend heavily on paid channels but we track signups, not funded customers. I have no idea which campaigns actually make us money.”
Lead Attribution & Tracking wires UTMs, pixels, and CRM fields end-to-end so you see cost-per-funded-customer by channel — not just cost-per-lead.
“We built a clean funnel but half the people who start an application never finish it. That drop-off is killing our unit economics.”
Instant Digital Intake replaces clunky multi-step flows with a branded, mobile-first application that collects everything in one pass — e-sign included — and feeds clean data straight into your system.
“My ops team manually pulls fields out of bank statements, ID docs, and applications all day. It’s expensive, slow, and error-prone.”
Document Processing Autopilot auto-classifies and extracts fields from applications, KYC documents, bank statements, and underwriting packages — surfacing only exceptions for human review.
“Bigger players dominate search and now they’re showing up in AI answers too. We’re invisible unless someone already knows our name.”
AI Search & SEO builds the answer pages, content, and authority signals that get your brand found and cited when prospects — and AI engines — search your category.
“Our support team answers the same compliance, product, and policy questions hundreds of times a week.”
Your Business Brain gives staff instant, consistent answers from your own policies and product rules — in plain English, any time, without pulling a manager.
“People sign up, verify their identity, and then just go quiet. By the time we follow up manually, they’ve activated with a competitor.”
Email & Nurture Sequences move applicants from signup to activated account with a timed, personalized sequence — sent automatically until they fund or opt out.
The systems we'd install
Common questions
Does StoryDrips handle KYC, AML, or regulatory compliance?
No — and we want to be direct about this. StoryDrips builds operational and marketing systems: document extraction, intake flows, nurture sequences, attribution tracking, staff knowledge tools, and search visibility. None of these is a compliance product, a KYC/AML platform, or a substitute for legal or regulatory counsel. Your company retains full responsibility for meeting its regulatory obligations — your compliance team and counsel stay in charge of that layer; we make the operational work around it faster and more accurate.
Will this integrate with our core banking system, LOS, or CRM?
In most cases, yes. Our intake and document systems push clean, structured data to wherever your records live — a loan origination system, a core banking platform, a CRM, or a spreadsheet in the interim. We scope integrations at the start of every engagement so there are no surprises.
How is our customer data handled?
Customer data processed through our systems is handled with strict access controls, encrypted in transit and at rest, and never used for any purpose outside delivering your system. We don't sell, share, or train models on your customer data. Specific terms are documented in the engagement agreement — ask during your brief review and we'll walk through them.
What kinds of fintechs is this a fit for?
We work best with lenders, payments companies, neobanks, insurtech operators, and wealth or lending platforms that are digitally led, acquisition-dependent, and carrying meaningful back-office manual work. If you have an online application or onboarding flow, a document-heavy underwriting or KYC process, and a support team answering repetitive questions, you're in the right place.
How quickly will we see results?
Attribution tracking and intake improvements typically show measurable impact within the first 30 days — you'll know which campaigns produce funded customers and how much drop-off you're recovering. Document processing and nurture sequences usually reach steady-state within the first engagement sprint. We set specific expectations at the brief stage so you know what's coming and when.