Client Overview
A fast-growing digital investment company dealing with fintech had users leaving the platform, and fewer people converting into paying customers. With strong AI/ML support, eInnosys made important decisions easier, customized each user’s path and built a trustworthy brand across the whole customer journey. We changed the way users used and dealt with their money, not just the problems themselves.
The outcome was that abandonment by users dropped by 30%, and more people were making investments.
About the Company
The client helps people invest online in mutual funds, SIPs, bonds, and equities. Because more and more users in cities are using the platform, the company wishes to make investing achievable, understandable, and focused on goals for modern investors.
Key Challenges
Letting In & Losing Investors
Long KYC steps, slow checkups, and too complicated investments caused a lot of users to stop using the platform.
Little Reliance on Digital Assets
Many people new to investing in stocks found the app challenging because they didn’t see adequate direction and guidance.
One-Size-Fits-All Recommendations
There was no variation in the recommendations to users, regardless of what their investing goals were or how risky they were willing to be.
Low Engagement & Retention
A lot of people stopped using the app after joining because they thought the features were boring, and there was no help when they needed it.
Our AI/ML-Driven Solutions
Intent Mapping Combined with Behavioural Analytics
Analysis of clickstream data lets us understand user behavior and identify the parts of the page where they left. With this, we could see the difficulties users had during registration and money transfers, which we worked on to enhance the system.
Customized Investment Paths
Machine learning models help users find funds that are suitable for their income, desired savings, and the level of risk they can handle. Because of these personalized features, suggestions were given to users that suited their needs.
Smart Prompts & Real-Time Help
To help out investors, the investment team started using small, easy-to-answer AI prompts. Because of the helpful information offered by pop-ups, people were confident in their choices.
Transparency Scores and Trust Signals
Fund stability index, peer reviews, and real-time NAV trackers were implemented to help make the platform more trustworthy. Having these scores meant that important data was readily available to investors, which increased everyone’s belief in the company.
Tech Stack
Cloud Platform: AWS (SageMaker, EC2, CloudWatch)
Programming: Python, React.js
AI/ML Frameworks: TensorFlow, XGBoost, Pandas
Analytics & Visualization: Mixpanel, Power BI, Firebase
Business Impact
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