The 7 mistakes that make your prospects run away

Introduction

Digital customer onboarding is a crucial moment: a smooth experience can turn a lead into a loyal customer, while a bad experience can drive away even the most qualified leads.

According to recent studies, more than 40% of prospects abandon an online registration process due to technical difficulties, slowness or complexity.

Thanks to solutions Dataleon, it is possible to optimize onboarding while ensuring KYC and KYB compliance.

1. Process that is too long or complex

A digital onboarding that is too long makes your prospects flee from the very first stages.
Best practices:

• Limit the number of fields to be filled
• Allow registration via email, phone, or SSO
• Show a progress bar

Dataleon automates the collection and verification of documents to drastically reduce processing time.

2. Lack of clarity in instructions

Users need to understand Exactly what they need to provide.
Common mistakes:

• Vague document instructions
• Formats not specified (PDF, JPG, etc.)
• No visual example to guide

Dataleon Solution: intuitive interface that guides the user step by step, with real-time verification.

3. Manual check too slow

Performing all the checks manually is tedious and leads to delays.
Impact: frequent dropouts and frustration.
Solution: KYC/KYB automation with Dataleon allows identity and business to be validated instantly, reducing the delay to a few minutes.

4. Mobile compatibility errors

The majority of users do their onboarding from a smartphone.
Common mistakes:

• Non-responsive interface
• Document upload issues
• Forms that are too long for mobile

Dataleon offers mobile-optimized onboarding with document capture directly from the device.

5. Lack of communication

Leads give up if no confirmation is given after each stage.
Best practices:

• Clear messages after documents have been sent
• Process progress notifications
• Support in case of problems

6. Poorly-managed regulatory complexity

AML/KYC/KYB compliance can discourage prospects if it is perceived as too complicated.
Dataleon Solution:

• Compliance automation
• Clear reminders of required documents
• Instant validation while complying with legislation

7. Lack of feedback and personalization

Impersonal onboarding increases the dropout rate.
Best practices:

• Personalized messages by first name
• Contextual explanations on the value of documents
• Proactive support in the event of a blockage

Dataleon allows a smooth, fast and personalized experience for each prospect.

Conclusion

Avoiding these 7 mistakes turns digital customer onboarding into a powerful conversion lever.
KYC/KYB automation and optimized user experience thanks to Dataleon make it possible to reduce abandonment, increase satisfaction and retain your customers from the first contact.

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🚀 Optimize your onboarding today with Dataleon and reduce the abandonment rate of your prospects.

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