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finleap Partner Insights

Churn and upsell signals for banks running a white-label SME banking platform. Partner onboarding cut to 3 to 6 months.

Company
finleap
Role
Senior Product Manager
Period
Apr 2018 to Feb 2020, Berlin
Area
Fintech, white-label SME banking
finleap banking dashboard in German with an account overview chart and suggested actions

The shipped product: finleap banking dashboard in German with an account overview chart and suggested actions.

the problem

What needed solving

Partner banks ran a white-label platform for their small-business customers but could not see who was about to leave or who was ready for more. Getting a new bank live took too long.

what shipped

What I did

  • Built Partner Insights: churn signals plus upsell and cross-sell triggers for partner banks.
  • Streamlined the integration workflows that onboard a new partner.

what moved

The outcome

  • 3 to 6 monthspartner onboarding time
  • B2B2C
  • Data model
  • Berlin