Website experience design and engineering

Transform your CX

Elevate your financial services product with an enterprise-level digital experience

Financial services companies are under constant pressure to advance their digital website experience in order to drive revenue and awareness. And that pressure extends beyond your website to all of your digital properties. You know that in order to differentiate yourself, you need to create seamless and effortless customer journeys across all channels so your audience can rest assured that working or investing with you is a solid decision.

We can help. O3’s team of financial strategists, researchers, UX/UI designers and engineers have the expertise and creative vision to revamp your customer journeys in an iterative, data-driven process that combines your business objectives, voice-of-customer, and best practices. We do this without disrupting your need to run your current day-to-day operations.

Here’s what you can expect from us

• Data analysis & benchmarking
• Journey analytics assessment
• Brand and content assessment
• Customer journey mapping
• Persona development
• Technical evaluation and strategy
• MarTech evaluation
• Accessibility audit
• Personalization strategy
• Website UX/UI design
• Content strategy and copywriting
• CMS implementation and engineering
• DXP implementations and engineering
• Accessibility engineering
• Marketing automation

We have an extensive background in the fintech industry

Seventeen years of financial services experience means:

• We speak your language. More than half of our staff of talented experts comes from the financial services industry, where we drove positive results for ROI, CSAT, NPS and other key performance metrics.
• We know what’s required. We understand the do’s and don’ts of financial services journey experiences, including the current regulatory requirements you must meet. We start on day one with a core understanding of your needs.
• Data is our guide. We make informed, evidence-based decisions informed by past learnings.

Your company and customer’s security is paramount

Don’t waste your time hiring just any customer experience team. You need a group who understands the unique security and compliance regulations for the financial services industry.

Not only is our team made-up of former financial services experts, but we have spent the last 17 years working in and around the industry. Our team is ready to jump into your project while keeping security considerations top-of-mind.

We understand the need to safeguard your customer data and PII. We’ve partnered with Acquia – a leader in the DXP space with top-notch security protocols to deliver their Drupal and Marketing Experience Cloud products. We ensure secure access with SSO, biometrics and two-factor authentication. What’s more, our team has designed and implemented features and functionality that require advanced encryption standards and meet the needs for PCI compliance.

We create seamless, personalized UX for everyone

Our straightforward content management systems support the needs of customers and internal stakeholders alike. Your employees’ experience should be just as consistent and streamlined as it is for your customers.

Accessibility matters in the fintech space

Accessibility is non-negotiable for fintech companies. Having a partner that can deliver truly accessible digital experiences is critical to your ability to meet compliance standards and scale your company in a highly regulated, highly competitive space.

Our team is well-versed in accessible UX design and engineering, and we take pride in our high standards.

Want to learn more about how we can enhance your fintech’s holistic experiences across all channels? We’d love to hear from you.