About

Who we are

O3 is a customer experience consultancy comprised of financial services experts. We partner with financial services companies and fintechs on a wide range of business problems — from customer experience to accessibility. We lean on actionable customer insights and historical data, iterative, data-driven process to find the best solution for your digital product. Working together, we’ll create new and authentic customer experiences or reinvigorate your existing ones.

Our story

While it’s hard to believe, we weren’t always in the financial services space. Ten years ago, our consulting team was approached by SEI Investments and Vertex Inc. to design and develop new product offerings. We knew we had to provide products and services that met not just our own high standards, but the stringent regulations of the financial service industry as well. We had to fortify all of our processes to meet the compliance and security needs of our customers.

Becoming experts in the financial services industry

We evolved our product agile processes and knowledge within the financial services and fintech space, and trained our staff in the unique demands of this industry — even hiring a financial specialist to teach us everything about investing, financial terms, and compliance. Next, we worked alongside the compliance team to vet concepts, content, and functionality. Eventually, we invited these specialists to be part of our agile teams.

Today, fiduciary responsibilities in both content and function are ingrained in everything we do. We’re passionate about building experiences to solve the complex challenges that customers in this industry face. And the work is invigorating. We stay motivated, knowing the positive impact we have on our customers and their communities.

Our work

We know your customer journey has multiple entry points — each with its own gaps and opportunities. So our strategy is holistic. We examine every channel in the journey and share guidance that integrates your business objectives, voice-of-customer, and accessibility best practices. What you end up with is a platform and partnership that’s functional and stable, yet still responsive to customers’ needs in an ever-changing world.

Here’s what we offer:

• CX strategy for new and existing products
• Website UX design and engineering
• Digital product design and development
• Accessibility strategy and consulting

Our Culture

Our consultants are experts in their field, with the financial service industry skills to serve our clients best. But our credibility goes beyond our experience. We also have character.

At O3, we value:

Optimism
We are a positive, enthusiastic force with a collaborative spirit that brings out the best in others.

Trust
Trust is at the heart of all successful relationships. We build trust by bringing transparency, consistency, and professionalism to our everyday interactions with colleagues and clients alike.

Iteration
The most impactful, effective customer experiences aren’t built in a vacuum. They emerge from an iterative “conversation” between fintech firms and their customers. Flexibility and feedback are key to our iterative approach.

Innovation
We use the latest technologies to push the boundaries and create fintech platforms that are both functional and cutting edge.

Diversity, Equity, and Inclusion
We nurture an environment where everyone has an opportunity to succeed. To this end, we train our team regularly on diversity, equity, and inclusion in order to create positive change inside our company and within our communities.

Leadership
We partner with organizations that align with our company values, participating in mentorship, fundraising, and volunteering. Our partners include: