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.
Data is at the center of how you anticipate customer needs and create an amazing customer experience. 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 building a superior experience, and financial services brands that understand and excel in this area will stand out from the competition.
Online banking should never be impersonal, which is why we design 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 spending, saving, and other banking habits, including offering data-driven advice and recommendations.
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 the strategy and technology to address customers’ wants, needs, expectations, and friction points across every step of your customer experience.
“The Robots & Pencils team really pulled out all the stops for us.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.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