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Testing account opening without exposing real customers
A payments start-up validated a long onboarding flow in staging.
0
Real customers exposed
5 steps
Reduced from 8
The challenge
Account opening required many steps and documents, and the team feared losing applicants at each one.
The approach
They ran simulated applicants through a staging build with test accounts and reviewed replays with their compliance lead.
The result
Redundant questions were removed and consent wording was clarified, shortening the flow without changing what was collected.