Case Study - A SaaS Lending App for Friends and Family

Overview

Pocket, a fintech startup, is reimagining personal lending by allowing users to borrow from their own trusted network—without relying on traditional banks. As a disruptive idea in the lending space, Pocket needed a website that would establish trust, clearly explain how the product works, and convert early adopters into active users.

🎯 The Challenge

• A novel product that needed explanation without overwhelming users
• High trust barrier due to the financial nature of the service
• Low sign-up rate from early landing pages

💡 Our Solution

ConvertLeadsApp worked closely with Pocket’s founding team to launch a conversion-focused website optimized for clarity, credibility, and lead generation:

• Storytelling-Driven Homepage
  We introduced Pocket through a simple, visual narrative showing how friends and family could lend money without paperwork or banks. The user journey was broken down into three steps with icons and plain-language copy.

• Trust Signals Built In
  From testimonials and encryption badges to a “How Pocket Works” explainer video, the site reassured visitors that the platform was both secure and reliable.

• Onboarding Funnel with Referral Hooks
  A smooth, mobile-optimized sign-up flow encouraged users to invite others from their network, turning each borrower into a potential growth engine.

• Live Chat and FAQ Integration
  We embedded a live chat widget and dynamic FAQ section to resolve user concerns in real time, reducing drop-off from uncertainty.

📈 The Results

• 42% increase in user sign-ups post-launch
• 2× longer average time on site compared to their MVP
• Viral loop triggered: 1 in 3 new users came from a referral

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ConvertLeadsApp helped Pocket move from concept to conversion—with a site that builds trust and drives action.

What we did