Financial Services

Delivering next-generation customer experiences for the banking world

Consumers now demand the same level of frictionless experiences from their bank that they enjoy from their favorite retailers and tech companies. In fact, customer experience is overtaking price and product for why people award their business to brands, even in retail 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’re helping organizations disrupt the financial services industry and gain an advantage through offering customers next generation digital experiences.

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
  • 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

Industry Leads

Meet a few of our financial services focused talent

Matt Kinney
Financial Services Market Advisor
Meet Matt
Aaron Slepecky
Account Director
Meet Aaron