Case Study 4 min read · June 25, 2024

How Check City Uses Mixpanel to Improve Financial Service Conversions

In financial services, conversion optimisation is mission-critical. Here's how Check City uses Mixpanel to understand customer behaviour and reduce drop-off in high-stakes application funnels.

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AKA Digital Team Fintech Analytics
Mixpanel Fintech Financial Services
How Check City Uses Mixpanel to Improve Financial Service Conversions

Check City is a consumer financial services provider offering personal loans, payday loans, and financial products through digital and in-store channels. Like all financial services businesses operating with digital channels, Check City's revenue is directly tied to the conversion rate of its online application funnel — and understanding exactly why applicants abandon before completing is the difference between a thriving digital lending business and one leaving significant revenue on the table. Mixpanel provides the event-level behavioural data that enables Check City to optimise that funnel with precision.

The Analytics Challenge in Consumer Financial Services

Financial services application funnels are uniquely complex. They involve multi-step forms collecting sensitive personal and financial information, identity verification steps, credit assessment processes, and terms acceptance — each representing a potential abandonment point. Aggregate analytics tools that measure only page-level conversion obscure the specific interaction patterns that cause applicants to leave. Mixpanel's event tracking captures every field interaction, validation error, and UI engagement to reveal exactly where friction occurs.

Funnel Analysis for Loan Application Optimisation

Check City uses Mixpanel to instrument every step of the loan application process as discrete trackable events. This granular event tracking enables funnel analysis that reveals the precise conversion rate between each application step — which form fields cause the most abandonment, which steps take the longest to complete (indicating confusion), and which device types or browser combinations are associated with disproportionately high drop-off. Each identified friction point becomes a targeted optimisation opportunity.

Behavioural Segmentation for Financial Product Matching

Not all applicants have the same financial profile or product fit. Mixpanel's segmentation capabilities enable Check City to understand how different user segments — defined by demographic data, application behaviour, and financial product interest — navigate the digital experience differently. These insights inform personalisation strategies: presenting the right product to each applicant based on their stated needs and browsing behaviour, which improves both conversion rate and customer satisfaction.

Lessons for Financial Services in Southeast Asia

Southeast Asia's financial services sector is undergoing rapid digital transformation. Digital lending, BNPL, insurance, and wealth management platforms across Vietnam, Indonesia, Singapore, and Thailand are competing aggressively for customer acquisition. The analytics-driven conversion optimisation approach that Check City employs is directly applicable to any financial services business with a digital application or onboarding funnel — and the potential ROI is significant given the high lifetime value of a converted financial services customer.

Frequently Asked Questions

How do financial services companies use product analytics?

Financial services companies use product analytics to measure application funnel conversion, identify abandonment points in onboarding processes, segment customers by behaviour and profile for personalised product presentation, and A/B test experience improvements. The goal is to increase the percentage of interested visitors who complete a valuable action.

What compliance considerations apply to analytics in financial services?

Financial services analytics must comply with data privacy regulations — PDPA in Singapore and Thailand, PDPD in Vietnam, and OJK requirements in Indonesia. Analytics implementations should minimise collection of sensitive personal and financial data, implement proper data governance, and ensure consent is obtained before tracking. AKA Digital advises clients on privacy-compliant analytics implementation across Southeast Asia.

How can fintech companies in Vietnam use Mixpanel?

Mixpanel is well-suited for fintech platforms with application funnels, onboarding flows, and digital financial product interfaces. AKA Digital is Vietnam's exclusive Mixpanel representative and has experience implementing analytics for financial services clients across the region. Book a free Mixpanel consultation.

Tags

Mixpanel Fintech Financial Services Conversion Optimisation Analytics
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AKA Digital Team Fintech Analytics

AKA Digital is Southeast Asia's leading B2B MarTech agency — Vietnam's exclusive representative for world-class marketing technology platforms, licensed to operate across the region.

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