Case Study: Personal Capital increases onboarding conversions and cuts iteration time from weeks to days with Mixpanel

Personal Capital increases onboarding conversions and iterates in days, instead of weeks, with Mixpanel

Personal Capital, an online wealth management firm serving over two million users and managing roughly $12 billion in assets, needed faster, more flexible product analytics to protect and improve its onboarding experience. Relying on Google Analytics left A/B test results and custom reports delayed by days, slowed decision-making, and made it hard to democratize data across product teams—critical problems when small UX changes can dramatically affect conversion.

By adopting Mixpanel for real-time Funnels, Experiments, and Insights, Personal Capital was able to instrument events quickly, run multivariate tests, and iterate in days instead of weeks. Tests such as showing institution logos significantly raised first-account-link conversions, marketing teams could measure long-term engagement from different campaigns, and product decisions became data-backed and widely accessible across the organization.

Personal Capital

Vince Maniago

VP of Product Management