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.

Industry Experience

Find your competitive advantage

Client Testimonials

What our clients are saying

  • The Robots & Pencils team really pulled out all the stops for us.

    Colin Walsh

    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.

    Eric Wilson

    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.

    Lyra Waggoner

    EVP, Software Strategy at Level Capital


Meet a few of our financial services focused talent

Tahishia Simmons
Director of Managed Services
Meet Tahishia