Toolkit

Your FinTech website makes sense to you. But does it make sense to your buyers?

Find the gaps on your website that can block or delay a buying decision. Get the Buying Barriers Diagnostic Toolkit to assess your site and determine what to change.

A boxed toolkit titled 'Does your website create barriers — or help buyers choose you?' by Goodface Finlican, with colorful purple, orange, green, and pink text and geometric graphics, standing on a gray terrazzo surface, with 'Fintech insights' printed on the transparent slipcase side.
Trusted by FinTech leaders globally
THE PROBLEM FRAMING

Buyers judge your product through what you show & tell them

Abstract 3D blocks arranged with two colorful blocks, one green and orange and the other green and blue, standing out among white outlined blocks, labeled 'Feature soup.'

The value gets lost in the explanation

You describe the infrastructure and features. Buyers still have to work out what changes for them.

Diagram showing three pairs of geometric shapes, each pair with a different top shape on a cube base: a circle, a glowing pyramid labeled Differentiation, and a smaller cube.

The reason to choose you stays vague

You claim an advantage. Buyers need to compare it with another provider or their current setup.

Abstract illustration showing a green and orange gradient sphere hovering above a square frame with its reflection inside the frame, labeled 'Trust gap'.

The promise goes further than the proof

You promise reliability, security, or control. Buyers need to check what supports and limits that promise.

Abstract illustration of a white cube labeled 'Website' connected to two translucent, angled pathways containing blurred colorful circles.

Your teams tell different stories

Buyers meet different explanations of the same offer across product pages, documentation, and sales conversations.

INSIGHTS

Buyers need proof before they move forward

Research on financial services decisions and B2B buying

¹ FCA, Financial Lives 2024, figure 5.18. Published 2025. UK; 1,623 reported information-seeking instances. Includes provider websites, apps, social media and written responses. The percentage excludes "don't know" answers. Source

² Signicat / Sapio Research, The Battle to Onboard 2022. More than 7,600 consumers across 14 European countries. Abandonment refers to the previous year; the data-concern wording follows Signicat's official release of 30 March 2022. Source

³ Gartner survey of 632 B2B buyers, August–September 2024. Published 25 June 2025. The research covers B2B buying broadly, not FinTech alone. Source

89%

of the time, written information from a financial provider helped customers make a decision or take action.¹

68%

of surveyed consumers had abandoned a financial-product application in the previous year.²

92%

of surveyed consumers were concerned about how financial providers use and look after their data.²

61%

of surveyed B2B buyers preferred an overall buying experience without a sales representative.³

WHAT’S INSIDE THE TOOLKIT

A smart way to look at the website through customers’ eyes

Framework in the core of the AI skill

The methodology with questions, assessment criteria and FinTech-market specifics. Use the framework to understand how AI skill works.

AI skill to assess a FinTech website

Upload the .md file and send your website link to get a detailed assessment with evidence, explanations and recommendations.

QUESTIONS IN FOCUS

What does a buyer need to know to choose you?

01

Is this for me?

Can the right buyer recognize their situation and fit?

02

What is it?

Can they understand what the product actually does?

03

What problem or job does it address?

Is the product connected to a clear customer job?

04

Why should I care?

Is the value clear and supported?

05

Why this instead of the alternatives?

Can buyers see a meaningful reason to choose it over another provider or their current setup?

06

Why should I trust this company?

Are the relevant financial, data, regulatory and operational risks explained and supported by evidence?

07

Can I evaluate the product?

Can buyers find the information needed to make a choice?

08

What should I do next?

Is the next step clear enough?

WHO IT'S FOR

For FinTech experts responsible for product & marketing layers

The toolkit focuses primarily on virtual payments and payment infrastructure, digital banking & neobanking, plus spend management.

Product marketing leaders

For teams launching products, entering markets, or clarifying the product story.

Product managers

For teams connecting product capabilities with customer jobs and the buying experience.

Brand & communications leaders

For teams looking for gaps across the customer journey and company narrative.

Marketing  & growth experts

For teams reviewing positioning, messaging, and conversion.

WHAT IT LOOKS AT

For FinTech experts responsible for product and marketing

The toolkit covers payments and payment infrastructure, digital banking and neobanking, spend management, and other FinTech products. It adapts the checks to the selected product and buying context.

Product & brand positioning

Who you're for, what job you solve, what you offer, and why you're different.

Trust & risk weight

Security, regulatory context, legal identity, funds, data, fraud, and operational risks — where relevant to the product.

External proof

Customer evidence, implementation details, performance claims, certifications, and other proof behind website promises.

Evaluation

Pricing, integrations, docs, implementation requirements, and the information buyers need before they talk to sales.

Conversion paths

Whether the site takes the right buyer from understanding the product to the right next step.

Cross-site consistency

Whether the homepage, product pages, pricing, docs, and trust content support the same narrative.

Apply our toolkit now to address the buying barriers

Ask Goodface
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EXAMPLE OUTPUT

See what the FinTech website diagnosis looks like

Text discussing product clarity rated 2 out of 5, explaining the homepage names the category and core capability but not the operating model, making it unclear where the product fits in the payment stack. It emphasizes the importance of answering integration questions to avoid discovery calls and the priority to clearly communicate the product's role, integration model, and implementation path on the product page.
USE CASES

When to use this toolkit

Assessing website performance

Check how your website supports buyers through the funnel, from understanding the product to taking action. Use the findings alongside your analytics and buyer research.

Prioritising website improvements and redesign

Identify which messages, evidence and next steps need attention first. Use the findings to plan website improvements and define what your team should address in a redesign.

Launching or expanding your offer

Before your landing page goes live, check how it explains your new product, feature or expanded offer, including its value, requirements and the next step for buyers.

Going to market after repositioning

Before publishing your updated website, check that your pages reflect the new positioning: who the product is for, why buyers should choose it and what supports that choice.

Entering new markets or segments

Before entering a new market or segment, check that your website addresses the audience’s needs and explains product availability, relevant use cases and requirements.

Start with your website

Download the Buying Barriers Diagnostic Toolkit, upload the AI skill and send your website link. If you would like to discuss the findings with us, let's talk.

Ask Goodface
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Meet the team

Our team brings together experts in market research, brand strategy, marketing, product strategy, UI/UX design and web development for FinTech businesses.

who worked
on toolkit
Founder & CEO
Max Yakubovych
Founder & СEO
Business, UX/UI, Strategy, Product, FinTech, Marketing, Management

Max is the Founder and CEO of Goodface Fintech, a digital product and design consulting firm focused exclusively on FinTech.

He has spent more than 10 years working with technology companies in finance, across product design, digital experience, branding, and business growth. Over that time, he has worked with companies at different stages — from growing FinTech businesses to established financial companies evolving their digital products.

He focuses deeply on the challenges that emerge as FinTech businesses move into their next stage: expanding into new markets, developing new products, improving customer experience, or changing how the business competes. He brings together product, brand, marketing, and digital experience to look at these challenges as parts of the same system.

Key role at Goodface Fintech

Max leads the firm's direction, positioning, and client work. He is closely involved in defining business priorities, finding where growth gets constrained, and shaping the expected business changes across the customer-facing layers.

Marketing writer & editor
Dima Rodionov
Marketing writer & editor
Marketing, AI, UX/UI, Product, FinTech, Writing

Dima works at the point where a FinTech product needs to become clear to the market.

At Goodface Fintech, he works with product and marketing teams on positioning, messaging, and content — from figuring out what a product should say about itself to turning that thinking into website and product copy. His starting point is usually the same: understand the product, the market, and customers’ decision logic before they choose a company.

Over the past four years, Dima has worked with B2B companies across FinTech, AI, and health tech. His work covers in-product messaging, content strategy, market intelligence, and the Jobs-to-Be-Done framework tied to a specific ICP or segment.

Key role at Goodface Fintech

Dima leads content and messaging across the FinTech practice. He works closely with product, design, marketing, and leadership teams to keep the story consistent as products change, new markets open, and the business moves into its next stage.

CBDO
Dima Ushakov
CBDO & Co-owner
AI, SaaS, Fintech, Product, Management, Development

Dmytro is Head of Delivery at Goodface Fintech, where he oversees how digital products move from strategy and design into execution.

With 20 years in tech, he has worked across product design, development, and delivery, partnering with founders and senior teams on complex digital products. He turns strategic business and product decisions into a clear delivery process that teams can follow.

At Goodface Fintech, Dmytro works across product, design, and development to keep projects focused, make decisions at the right level, and maintain a clear path from the initial idea to the finished product.

Key Role at Goodface Fintech

Dima shapes the delivery process across FinTech projects, from planning and team setup to day-to-day execution. He works closely with senior specialists to resolve delivery issues, keep decisions moving, and give clients clear visibility into the work.

Fintech Growth Strategist
Diana Dalkevych
Fintech Growth Strategist
Strategy, Marketing, Go-to-market, Product, Fintech, Analytics, Writing, Research

Diana works with fintech businesses when they grow, scale, or pivot. She helps founders and leadership teams articulate hypotheses, understand what drives customer behavior, weigh realistic options, and commit to a direction with an awareness of risks and opportunities.

Her career spans 11+ years across fintech, anti-fraud, supply chain, and industrial sectors, with clients across the UK, DACH, US, and MENA.

Key role at Goodface

Diana helps businesses decide how to move forward and works with key stakeholders on planning the next steps. She then stays close to implementation, working alongside the cross-functional team to keep execution aligned with the chosen direction.

Outside of commercial work, Diana runs nonprofit initiatives. And in her free time, she enjoys road trips, going for long walks, and writing fiction.

FAQ

Answers to

common questions

What kind of website problems can it help uncover?

The AI skill identifies unclear positioning, product explanations, missing proof, evaluation gaps and uncertain next steps. The default report has 11 sections, an eight-question scorecard and detailed explanations, with FinTech checks tailored to the product and buyer.

Is it useful if our website is already performing well?

Yes. It highlights what works and what deserves attention, especially after a product expansion, market entry or positioning change.

Can AI really tell me whether my website is working?

It assesses how the website supports buyer understanding and decisions. Actual behavior and commercial outcomes require analytics or research. The report separates observations, inferences and validation needs, records inspected pages, and marks questions Not assessed when coverage is insufficient.

How should we interpret the scores and priorities?

Scores and priorities are evidence-based judgments under this framework. They are not measurements of customer behavior, validated conversion benchmarks, certifications or regulatory ratings. Each score explains the buyer's answer, evidence, reasoning, limitations, buyer impact and recommended action.

Will it tell me what to change?

Yes. It recommends up to three supported improvements: P1 decision blocker, P2 decision drag or P3 clarity improvement. Each connects the issue to its buyer impact and a proposed change. The first priority is not automatically P1.

How do I start the assessment?

Upload the saved AI skill file to ChatGPT, Claude, Grok or Gemini in a chat with web access, add your website link and send both together. No prompt or brief is needed. Work mode is preferred where available, but optional. The AI asks for a missing link and confirms any replacement website with you before switching.

Can it assess trust, compliance, and security claims?

It reviews relevant claims and supporting evidence, including external sources. Missing evidence does not prove wrongdoing; a high score does not certify safety or compliance. It does not provide legal, regulatory, compliance or cybersecurity advice.

Does it understand the difference between FinTech products?

Yes. The checks adapt to the product and buyer: integrations and operations for payment infrastructure; eligibility, fees and funds for digital banking; workflows, controls and systems for spend management. Other FinTech products receive relevant checks.

Can I use the framework without AI?

Yes. The framework explains the method and assessment criteria, with a worked example. Use it to review your website yourself or with colleagues.