Fintech Product Consultant | Yogesh Yadav

    Fintech Product Consultant

    Fintech funnels fail differently from other funnels. The drop-off is rarely where the analytics point: it clusters around the moments a user is asked to trust you with money, identity or both, and those moments are often several steps before the one that shows the loss.

    Nine of the case studies on this site are fintech — insurance funnels, lending decisions, remittance comparison, purchase prediction and the systems underneath them. The work below is what that looks like in practice, with the numbers it produced.

    What this actually involves

    Find where trust breaks, not where the chart dips
    Rebuilding a broken insurance purchase funnel produced 1200% revenue growth in 12 months, through six parallel interventions rather than one fix. The interventions that mattered were upstream of the step the data blamed.
    Make the funnel worth the traffic before buying more
    Channel-level attribution, rebuilt from scratch, cut blended acquisition cost 30% while holding volume — because the cheapest channel was delivering users who never transacted.
    Use models where they change a decision
    Purchase prediction, LTV modelling and behavioural segmentation, applied to who gets targeted and what gets shown, not to produce a dashboard nobody acts on.
    Build for the volume that breaks things
    A vehicle enforcement CRM that collapsed at 22K transactions, rebuilt to handle 180K+ monthly at 99.6% uptime. Regulated fintech fails at the seams, not in the feature list.

    The work behind this

    Every claim above comes from one of these. They include what did not work, not only what did.

    How to work with me

    Engagements start narrow and widen only if the work warrants it. Most begin with a diagnostic, because committing to a fix before agreeing what is broken wastes both of our time.

    • Product Growth Diagnostic

      2 weeks · $2,500 / ₹2,40,000

      A written diagnosis of the single biggest constraint on growth, with the evidence behind it and what to do first. Most teams are optimising the wrong step; this establishes which one matters.

    • Growth Funnel Audit

      3 weeks · $4,500 / ₹4,30,000

      Acquisition through activation, conversion and retention mapped end to end, with the drop-offs quantified and ranked by what recovering each one is worth.

    • Monetisation Audit

      3 weeks · $4,500 / ₹4,30,000

      Pricing, packaging, paywall placement and revenue leakage reviewed against how your users actually behave, with specific changes and expected impact.

    • 90-Day Growth Sprint

      90 days · $18,000 / ₹17,25,000

      Hands-on implementation of the changes an audit identifies — instrumentation, experiments and shipped product work, accountable to an agreed metric.

    • Fractional Product Growth Lead

      Ongoing, monthly · $7,500 / ₹7,20,000 per month

      Ongoing product and growth leadership for founders without a senior product hire: roadmap ownership, prioritisation, and the calls that need someone who has made them before.

    Going deeper

    Start with the problem, not the engagement

    Tell me what you are building, the number you are trying to move, and what you have already tried. That is usually enough for me to say whether I can help before we spend a call finding out.

    Work with Yogesh →Or run the free 13-question diagnostic first