CX Transformation for FinTech

Meet the Digital Orchestration Agency Made for FinTech

We help FinTech leaders transform their customer experience programs.

fintech clients:

In the end, Acuerdo and team proved their value by ramping quickly, by challenging us to think bigger, and by providing much needed clarity to our business challenges. We would work with Acuerdo and their partners again without question!

Basile Senesi

VP of Sales & Operations - Fundbox

one mission

We Simplify Finding, Buying, and Optimizing Customer Experience Technology

Consulting, platform selection & technology pairing with development & integration fully orchestrated.

Attribution

Ad spend optimization, Multi Touch Attribution, and Customer Data Platforms drive acquisition, retargeting, & activation

contact center

Contact center, unified communications, omnichannel, workforce management, and customer feedback all come together to convert & amplify

CORE & Infrastructure

From your CORE Fintech app, where it is hosted, how it is secured TO where your people work, how they are secure, it must be synergistic

integration

CX + CRM + CSM
+ BI + AI =Results

Integrate customer experience with your SEP, CRM, & CSM to improve conversion, amplify engagement, and obtain critical insights.

method

Our CX Approach

Get customers

Keep customers

outcomeS

True Business Outcomes

Activation Velocity

Accelerate acquisition, boost activation, amplify engagement, and convert where it counts. Get more Customers with an optimized experience.


Customer Retention

Keeping customers means meeting them where they are. Help your customers adopt & then advocate for them, retaining their business.


Bottom Line Performance

Optimizing your business means doing more, pairing down, getting secure, and minimizing cash burn. Cutting costs is easy, getting better is hard.

partners

Featured
Platform Partners

A carefully crafted selection of our most strategic platform partners

results

Digital
Orchestration

/ dij-i-tl, awr-kuh-strey-shuhn /

noun

the composition or arrangement of digital platforms, development, integrations, and processes used in a company’s technology stack. 

It is the result of a concerted effort to bring about positive change to organizations that are leveraging digital platforms to get and keep customers.

Frank Rogers

Fintech Practice Lead & co-founder

Fintech @Acuerdo= Fintech + Insurtech + Proptech + FinServ Digital Transformation

client success

We're a part of your team

We’ll help you optimize your digital experience to get customers and keep them.

“Our staff really appreciates many of the cloud communications features they now have for the first time thanks to Acuerdo, like the ability to send and receive faxes digitally using their business phone numbers and receiving transcripts of their voicemails.”

Kirk Lee

IT Consulting Partner 

Thompson Law

“In the end, Acuerdo and team proved their value by ramping quickly, by challenging us to think bigger, and by providing much needed clarity to our business challenges. We would work with Frank, his team, and his partners again without question!” 

Basile Senesi

VP of Sales & Operations

Fundbox

“Prior to working with Acuerdo, It was costing us over $20K every hour we were down. Kyle and team helped us architect a complete cloud based solution that just works, period. They are paramount to our business.” 

Jason Jackson

Director of IT

American Glass Distributors