Top Financial services Customer Experience (CX) Strategy Companies

Discover Customer Experience (CX) Strategy companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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408 Companies

Top Financial services Customer Experience (CX) Strategy Companies

Plative
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Plative is a consulting firm that focuses on AI, Data, CRM, CPQ, and ERP for various industries and private equity-backed businesses. Our international team excels in cross-cloud implementations that demand extensive knowledge in both front and back office operations, along with data and integration
Highlights
$10,000+
Min Project Size
$150+/hr
Avg Hourly Rate
50-249
Employees
New York, New York, Us
Services Provided+5 Services
5% AI Agent & Multi-Agent System Development
5% Custom AI Chatbot Development
15% CRM Consulting and SI
15% ERP Consulting and SI
AI Summary
“Plative is a consulting firm specializing in AI, CRM, ERP, and cloud solutions, delivering tailored cross-platform implementations on Salesforce and Oracle NetSuite for diverse industries.”
Sorted Content
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For over 20 years, I have assisted organizations in addressing significant challenges by identifying, comprehending, and crafting the appropriate information and processes necessary to connect with their target audience. I am passionate about delving deep into topics, learning rapidly, and utilizing
Highlights
Minneapolis, Minnesota, Us
Services Provided+1 Services
25% Product UX Strategy
20% UX Research & Usability Testing
5% UX Audit & Heuristic Evaluation
30% Market Research & Competitive Intelligence
AI Summary
“Sorted Content leverages over 20 years of expertise in information architecture, content and UX strategy, research, and training to help diverse organizations improve user engagement and decision-making.”
Once Interactive
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Digital encompasses an ongoing, open dialogue—it's a conversation that occurs whenever and wherever individuals are prepared to engage. To encourage interaction, you must provide experiences that resonate with people’s desires. At Once Interactive, we take a broad view of digital, as we believe ther
Highlights
$5,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Las Vegas, Nevada, Us
Services Provided+7 Services
15% Mobile App Development (iOS & Android)
10% E-Commerce Development
4% Marketing Funnel Development
3% Mobile & App Marketing
AI Summary
“Once Interactive creates engaging digital experiences that foster meaningful interactions, leveraging broad capabilities to enhance various aspects of everyday life through innovative technology solutions.”
Sokrab UAE
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SokrabUAE is a professional services company located in the United Arab Emirates that offers specialized services in forensic accounting, financial advisory, compliance, and ERP implementation. With over three decades of combined experience, the firm assists businesses, investors, and legal entities
Highlights
$10,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
10-49
Employees
Dubai, Dubayy, Ae
Services Provided+3 Services
2% Go-to-Market Strategy
10% Operational Process Consulting
4% Market Research & Competitive Intelligence
9% Customer Experience (CX) Strategy
AI Summary
“Sokrab UAE is a UAE-based professional services firm offering expert forensic accounting, financial advisory, compliance, and ERP solutions to support strategic business decisions and regulatory adherence.”
Ecosistemas
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We provide a wide range of IT services by developing innovative solutions that enhance our clients' businesses. Our journey into the future begins today, and Ecosistemas is eager to help you achieve your objectives. With over 600 employees and a strategic presence through various subsidiaries, we br
Highlights
250-999
Employees
Buenos Aires, Ar
Services Provided+5 Services
4% Other IT Consulting and SI
7% IT Staff Augmentation
3% ECM Consulting and SI
3% ERP Consulting and SI
AI Summary
“Ecosistemas is an Argentine IT services provider delivering innovative solutions in AI, automation, cloud, and consulting to drive digital transformation and scalable business growth globally.”
Blue Mantis
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Blue Mantis is a security-focused provider of IT solutions and services, boasting over 30 years of experience in assisting clients with business modernization through the use of advanced technologies such as managed services, cybersecurity, and cloud computing. Based in Portsmouth, New Hampshire, th
Highlights
250-999
Employees
Portsmouth, New Hampshire, Us
Services Provided+2 Services
22% Cybersecurity Assessments & Hardening
12% Managed IT Services
18% Other IT Consulting and SI
15% IT Staff Augmentation
AI Summary
“Blue Mantis delivers IT solutions focused on cybersecurity, managed services, and cloud computing, enabling over 1,500 enterprises to modernize and innovate through automation and strategic technology.”
VMR Check
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We assist organizations in optimizing their operations, reducing repetitive tasks, and freeing up time for meaningful work. From social care and non-profits to governmental and private sector teams, our goal is straightforward: to enhance everyday tasks, making them more efficient, intelligent, and
Highlights
$1,000+
Min Project Size
2-9
Employees
New Malden, England, Gb
Services Provided+5 Services
14% Workflow Automation (Zapier / Make / n8n)
3% IT Staff Augmentation
10% AI Strategy & Roadmap Consulting
7% Cloud Consulting & SI
AI Summary
“VMR Check specializes in workflow automation, smart reporting, and AI-driven productivity, enhancing efficiency and accuracy across social care, public, healthcare, and private sectors.”
Tangivel
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Tangível is a top consultancy firm in Portugal that focuses on Human-centered Design and is the Portuguese member of UXalliance, the largest global network of UX Design agencies. Established in 2004 with the goal of simplifying people's lives, we were the first company in Portugal completely devoted
Highlights
$50,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Lisboa, Lisbon, Pt
Services Provided+3 Services
14% Product UX Strategy
13% UX Research & Usability Testing
7% Interaction Design
20% IT Staff Augmentation
AI Summary
“Tangível, a leading Portuguese consultancy, specializes in human-centered UX design, research, and front-end development, serving over 90 top national and international clients since 2004.”
Cosmic Velocity
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We conduct inclusive research, design services, and provide team training. This leads to the creation of valuable services, successful products, and well-structured, content teams. Let's collaborate!
Highlights
$1,000+
Min Project Size
2-9
Employees
London, England, Gb
Services Provided
33% UX Research & Usability Testing
24% Operational Process Consulting
10% Customer Experience (CX) Strategy
33% Digital Strategy
AI Summary
“Cosmic Velocity is a UK-based studio specializing in inclusive UX/UI design, digital strategy, operational consulting, and corporate training to enhance user experiences and team effectiveness.”
The-Connections
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Connecting businesses and customers with the right information and ensuring 24/7 availability is a crucial mission and a pressing business necessity. We are a leading provider of customer experience technology and services, dedicated to enhancing customer experiences for numerous brands. Our solutio
Highlights
250-999
Employees
Pune, Maharashtra, In
Services Provided+6 Services
13% Customer Support Outsourcing
7% Customer Success Program Design
5% Help Center & Knowledge Base Development
8% Live Chat & Chatbot Implementation
AI Summary
“The-Connections delivers comprehensive customer experience solutions, integrating technology-driven services like inbound support, lead management, and process outsourcing to enhance business-customer engagement.”

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