Financial Services
Delivering next-generation customer experiences in financial services
Consumers now demand the same level of frictionless experiences from their banks, insurance companies, and loan providers that they enjoy from their favorite retailers and tech companies. In fact, customer experience has overtaken price and product for why people award business to brands, even in banking and financial services. The problem is that innovating in financial services is complex. Aging technology, risk mitigation and regulatory compliance can constrain your ability to keep pace and deliver. But we know it can be done, because we’ve done it. Across the US and around the world, we’ve helped organizations gain an advantage through personalized, predictive, and top-of-the-line digital customer experiences in the financial services industry.
Over 1 million customers and growing
22,000+ 5-star reviews on App Store and Google Play™Industry Experience
Find your competitive advantage
Data-driven interactions
Data is at the center of how you anticipate customer needs and create amazing customer experiences in financial services. Being able to collect, analyze and integrate data with intelligent marketing, sales and service support technology in real time is imperative. Doing so lets you save your customers time and money by proactively surfacing highly relevant information based on preferences and past interactions. This is key to a superior experience, and financial services brands that excel in this area will stand out from the competition.
Human connection
Online interactions should never be impersonal, which is why we design financial services experiences that make every customer feel valued and important. Our team helps you create simple, elegant digital interactions that give customers the feeling of building a trusted relationship, not reviewing a ledger. We also help you delight customers with friendly, useful feedback on their financial actions, including data-driven advice and recommendations.
Innovation aligned to your goals
Our work is driven by a desire to help you grow and transform your business, to find and capitalize on opportunities to be more efficient and effective. From discovery and user research to design and development, our experienced team can deliver it all. Through strategy and technology, we will address customer needs, expectations, and friction points across every step of your financial services customer experience.
Client Testimonials
What our clients are saying
“The Robots & Pencils team really pulled out all the stops for us.
CEO and Co-founder, Varo
“Robots & Pencils is a team of super-skilled digital ninjas helping us to make our dream of building Australia’s first neobank a reality.
CEO, Xinja
“R&P’s team brought Level’s vision of modernizing our business via a platform built on top of Salesforce from vision to reality. They are partners in every sense of the word.
EVP, Software Strategy at Level Capital
INDUSTRY LEADS
Meet a few of our financial services focused talent
With over 22 years of experience as a business and quality analyst, Tahishia is a skilled problem solver who is intrigued and fascinated by the ways people interact with technology. In her work, she is driven to provide clients with solutions that help them streamline and improve their operations.
At Robots & Pencils, she excels at efficiently gathering and documenting requirements while ensuring her teams have all the information they need to move forward effectively for the benefit our clients.
Success is liking yourself, liking what you do and liking how you do it.