Build Trust &
Drive Financial Conversions
Accelerate application completions and reduce acquisition costs with secure, compliant social proof designed for financial services.
SECURITY WITHOUT DATA STORAGE
Drive Financial Growth with Social Proof
Proofit helps financial institutions increase conversions throughout the customer journey.
Accelerate Application Completions
Motivate prospects to complete applications by showing real-time activity and building immediate trust through social proof.
Enhance Trust & Credibility
Display security certifications, compliance badges, and user activity at critical decision points to reinforce trust.
Drive Faster Decision Making
Create a sense of urgency with time-sensitive notifications and limited-time offers to accelerate the customer journey.
Lower Customer Acquisition Costs
Improve conversion rates throughout the funnel to significantly reduce the cost of acquiring new customers.
Financial Services Use Cases
How leading financial institutions use Proofit to drive growth
Banking Applications
Increase account opening completion rates by showing real-time account activity and building trust.
Mortgage & Lending
Reduce application abandonment and increase completed loan applications with timely social proof.
Investment Platforms
Build investor confidence with real-time activity feeds and trust-building social proof elements.
Insurance Products
Drive more policy applications by creating urgency and showcasing protection benefits through social proof.
Enterprise Features for Financial Services
Privacy-first pass-through architecture that works with your existing compliant systems
Secure Data Pass-Through
Proofit never stores your customer data, instead securely passing information between your already-compliant systems for maximum security.
Maintains Your Compliance
Preserves your existing GDPR, CCPA, and FINRA compliance by working within your established regulatory framework.
Seamless System Integration
Integrates with your existing financial systems with minimal IT overhead and no new compliance requirements.
Real-Time Activity Streaming
Streams application activity directly from your systems to your users without storing sensitive financial data.
Privacy-First Attribution
Track conversion impacts through anonymized interaction data without storing personally identifiable information.
Customized Trust Indicators
Display your existing compliance certifications and security badges at critical conversion points.
Compliance Through Pass-Through Architecture
Proofit doesn't store your customer data, ensuring compliance with financial regulations is maintained through your existing systems.
Pass-Through Architecture
Zero Data Storage
GDPR Ready
CCPA Ready
256-bit Encryption
Secure Transmission
Our approach to compliance: Proofit's unique architecture passes data through without storing it. This means your data remains within your already-compliant systems, maintaining your existing regulatory compliance. Our solution simply retrieves data from your systems, displays it to users, and passes any interactions back to your systems, all while maintaining the security and compliance standards you've already established.
Secure Implementation Process
A transparent, secure approach to implementing Proofit for financial services
Secure Integration
We integrate with your existing systems using secure, compliant methods that protect customer data.
Strategic Configuration
Our team works with your compliance department to configure messaging that meets regulatory requirements.
Optimized Deployment
We deploy Proofit on your financial platforms with A/B testing to maximize conversion impact.
Frequently Asked Questions
Everything you need to know about implementing Proofit for financial services
How does Proofit maintain regulatory compliance?
Proofit uses a unique pass-through architecture that doesn't store any customer data. This means compliance is maintained because we simply pass data between your already-compliant systems. Since we don't store data, there's no additional compliance burden.
What security certifications does Proofit maintain?
Proofit's infrastructure is built on secure cloud technology with regular penetration testing and security reviews. Our pass-through architecture means we don't store sensitive data, eliminating many security concerns.
Will implementing Proofit slow down our application process?
No. Our solution is designed for enterprise performance with negligible impact on page load times. The script loads asynchronously and the implementation is optimized to maintain your application's performance.
Can we customize the social proof messaging for different financial products?
Absolutely. Our platform allows for complete customization based on product type, customer segment, funnel stage, and other variables. You can create different messaging strategies for mortgage applications, credit cards, investment accounts, and other financial products.
See how Proofit helps throughout the financial customer journey
Proofit displays different types of social proof at key decision points in the financial customer journey to build trust and create urgency
Research & Comparison
Show real-time popularity and customer adoption of financial products
Application Process
Reduce form abandonment with progress indicators and completion stats
Account Management
Prompt engagement with features and show adoption patterns
Financial Customer Journey Map with Social Proof Touchpoints
Research Phase
Product comparison & selection
Product popularity indicators
Application Phase
Form completion & submission
Progress & completion indicators
Management Phase
Feature adoption & engagement
User community & security signals
Key Benefits of Journey-Based Social Proof
- Reduced application abandonment - Decrease form abandonment by up to 26%
- Increased trust signals - Build confidence during high-value financial decisions
- Higher-value product selection - Encourage selection of premium financial products
Ready to Build Trust & Drive Conversions?
Join leading financial institutions using Proofit to accelerate application completions and reduce acquisition costs.
Secure implementation • Compliant with financial regulations • Works with your existing systems