What we do
CX transformation for financial services
How we can help
Robust CX services to transform your end-to-end fintech customer experience.
O3 designs and develops holistic customer experience programs for financial services clients across digital and physical interactions. We ensure every facet of the customer journey delivers a cohesive experience that amplifies your brand’s message and creates an unforgettable impression.
No one believes in your financial services product more than you do, and you work hard to ensure your passion translates into an impressive customer experience. The problem is, the fintech customer experience plays out across multiple touchpoints. If your prospects don’t receive the same brand consistency across all channels, they’re more likely to drop off.
That’s where we come in.
We revamp existing financial services products — and visualize new ones
When we see an opportunity for conversion and growth, we seize it. With more than ten years of experience in the financial services industry, we bring data and past learnings to bear on every decision, leaving no stone unturned. Our unique CX strategy examines every one of your brand touchpoints and isn’t afraid to reinvent or re-imagine it.
“We never felt as if we’re getting less than 100 percent. In fact, O3 World is so invested in the project that it often seemed we were their only client.”
Marcia Noa, VP, SEI Global Services
Here’s how how we approach it:
Discover
Our team of fintech CX experts assesses your current customer experience and identifies areas of improvement, as well as potentially game-changing opportunities for growth. We leverage existing customer insights to ensure a proper balance between business and customer needs.
Landscape
We don’t just evaluate what your competitors are doing. We also look to industries outside of fintech that may not seem related at first glance. We pride ourselves on finding inspiration in unlikely places.
Journey Map and Evaluate
When we conduct our CX workshop, our goal is to have a crystal clear understanding of your customers’ pathways through your organization, and what they need to accomplish their goals. We identify the often-overlooked gaps and opportunities that spell the difference between user frustration and fierce loyalty.
And if your CX needs more of an overhaul than a quick-fix, we’ll be honest with you. We’re solutions-focused, and we never shy away from a good challenge.
Visualize and Validate
This is our favorite part. We can create a visual experience prototype based on core user flows to show you the optimal customer journey from start to finish. We constantly hear from clients that our improvements to their CX make them feel as if they’re experiencing their product for the first time.
Roadmap
Finally, we take all of our findings from the Validate Phase and translate them into an actionable roadmap for the launch of your fintech minimum viable product (MVP) and all interactions beyond.
Interested in learning more about how we can work together to transform your fintech customer experience? We’d love to chat.
