Why this matters
In fintech, a stalled KYC step can quietly kill retention.
Customers can look active in your CRM while KYC, bank linking, or first payment never completes. Small workflow friction compounds fast when trust is on the line.
How FirstDistro helps
Catch drop-off in the journeys that matter.
Track KYC and verification funnels
See which accounts start identity verification but never reach approved status.
Spot bank link and payment failures
Surface customers stuck on Plaid timeouts, failed bank connections, or missing first payment.
Prioritize accounts before revenue is lost
Help a small CS team intervene on the accounts where compliance friction is turning into churn.
KYC verification
Last 7 days
Started
128
Docs submitted
94
Verified
61
Stuck
33
Stuck right now
3 accountsMeridian Pay
4d 6h
Vaultline
3d 1h
ClearLedger
2d 9h
Know exactly where customers get stuck.
Define custom journeys (onboarding, activation, adoption) and get alerted the moment customers stall. Detect behavioral decay before it becomes churn.
Platform
One dashboard for customer health across fintech onboarding journeys.
Unify KYC, bank linking, payment, and account context in one place.
Prep for the next customer conversation.
Answers from your account and portfolio data. Prep for intervention, renewal, and expansion. Not a generic chatbot. Every answer starts from health scores, risk signals, activity, and account context.
See everything about an account in one view.
Health score, risk factors, recommended contacts, activity timeline, and CRM data in one screen. No more toggling between tabs or piecing together spreadsheets.
Meridian Pay
meridianpay.io · Payments · 18 users
38
CriticalRisk factors
KYC pending 4+ days
Bank link failed twice
No first payment after verify
Recommended Contact
Sofia Reyes
Head of Operations · sofia@meridianpay.io
Scores powered by real usage + CRM signals.
Five weighted signals (activity, engagement, milestones, recency, and CRM) scored via the Signal Stack, using the same blend the product runs once CRM is connected.
The Signal Stack
How health scores are calculated
Activity
30%
Engagement
17%
Milestones
13%
Recency
26%
CRM
15%
+ CRM Intelligence
Expansion Brief
Alex Kim · Northwind Treasury
Ready for treasury workflows after first payment
Why now
KYC and bank linking completed this week and payment volume is climbing.
Growth signal
Two new finance users activated and treasury setup events doubled.
Who to involve
Keep the champion close and bring in the CFO for the treasury rollout conversation.
Next move
Book an expansion call around treasury workflows and the next package tier.
Spot revenue moments before they go cold.
When product depth grows, more teams activate, and champions pull in new stakeholders, FirstDistro highlights the account and suggests the expansion move.