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

Piedmont Avenue Consulting, Inc.
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Piedmont Avenue Consulting, Inc. is a consulting firm located in the San Francisco Bay Area that specializes in business development and marketing. They enhance brand recognition, boost customer loyalty, and generate more leads by utilizing new technologies and optimizing business processes. They co
Highlights
10-49
Employees
Oakland, California, Us
Services Provided+1 Services
25% Operational Process Consulting
20% Customer Experience (CX) Strategy
5% Market Research & Competitive Intelligence
35% Brand Identity Design
AI Summary
“Piedmont Avenue Consulting, Inc. is a San Francisco Bay Area firm specializing in business development and marketing, leveraging technology partnerships to enhance client growth and market presence.”
Eupnea
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Eupnea is a specialized management consulting firm that offers a wide variety of consulting services aimed at assisting businesses in areas such as Strategy, Operations, Technology, and Digital solutions.
Highlights
$5,000+
Min Project Size
10-49
Employees
Services Provided+4 Services
15% BI & Big Data Consulting & SI
13% CRM Consulting and SI
13% ERP Consulting and SI
10% Other IT Consulting and SI
AI Summary
“Eupnea is a management consulting firm delivering strategic, operational, AI-driven, and digital services, enabling businesses to drive transformation, enhance efficiency, and achieve sustainable growth.”
The Understanding Group
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TUG is a consultancy specializing in information architecture that assists individuals in implementing substantial structural changes to digital products and services. Similar to architects in the physical space, TUG provides project and product teams with the necessary research, models, diagrams, a
Highlights
$5,000+
Min Project Size
$150+/hr
Avg Hourly Rate
10-49
Employees
Ann Arbor, Michigan, Us
Services Provided+1 Services
22% Product UX Strategy
12% UX Research & Usability Testing
33% Graphic Design
13% Market Research & Competitive Intelligence
AI Summary
“The Understanding Group is a consultancy specializing in information architecture, delivering research, models, and prototypes to help clients improve digital products and manage complex systems effectively.”
Appnomics.io
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Our main goal is to form collaborations with small businesses, well-known brands, entrepreneurs, and startups. We aim to reveal the full potential of your mobile app, whether you're seeking initial funding, boosting customer engagement, or enhancing brand visibility and value. We'll make it happen.
Highlights
$50,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided+2 Services
25% Mobile App Development (iOS & Android)
10% UX Research & Usability Testing
9% Product UX Strategy
6% Mobile App UI Design
AI Summary
“Appnomics.io partners with businesses and startups to unlock mobile app potential, focusing on funding, customer engagement, and elevating brand visibility and value.”
Revolution Group
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Revolution Group is a consulting firm located in Ohio, specializing in business and technology solutions, including IT, CRM, and ERP services for small to enterprise-level organizations in the manufacturing and professional services sectors. With over 25 years of experience, the company has been ins
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Westerville, Ohio, Us
Services Provided+5 Services
8% BI & Big Data Consulting & SI
12% CRM Consulting and SI
8% ERP Consulting and SI
3% IT Staff Augmentation
AI Summary
“Revolution Group, an Ohio-based consulting firm with 25+ years experience, delivers tailored IT, CRM, ERP, and cloud solutions for manufacturing and professional services, enhancing business performance.”
Boston Managed IT
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Boston Managed IT assists businesses in maintaining security, productivity, and support through reliable IT services designed for both daily functions and long-term development. We collaborate with organizations needing quick assistance, enhanced cybersecurity, and a straightforward approach to tech
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided+1 Services
28% Managed IT Services
15% Cybersecurity Assessments & Hardening
8% Disaster Recovery & Business Continuity Planning
32% Operational Process Consulting
AI Summary
“Boston Managed IT provides comprehensive, proactive IT services—including cybersecurity, cloud solutions, support, and infrastructure management—tailored to enhance business continuity, security, and productivity across organizations.”
TeddyGraphics
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Hello, we are TeddyGraphics 👋. We create delightful user experiences with meticulously designed user interfaces and transform them into scalable, accessibility-friendly design systems. In addition to UX and UI design, we provide a wide array of creative services, including marketing graphic design
Highlights
$10,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
2-9
Employees
Kielce, Swietokrzyskie, Pl
Services Provided+16 Services
2% Other Design
5% Interaction Design
1% Print Design
5% Accessibility (WCAG) Compliance Design
AI Summary
“TeddyGraphics specializes in creating scalable, accessible UX/UI designs and offers diverse creative services like marketing graphics and 3D animations to support clients' visions.”
Prototype:IT
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Prototype IT is a comprehensive IT firm offering top-notch support services and solutions to clients across North America and beyond. Our team of highly certified professionals delivers tailored technology solutions and continuous support to address all your daily IT requirements. Our commitment to
Highlights
$1,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Lewisville, Texas, Us
Services Provided+3 Services
8% Disaster Recovery & Business Continuity Planning
14% IT Helpdesk & Support Services
7% Managed IT Services
5% Cybersecurity Assessments & Hardening
AI Summary
“Prototype IT delivers comprehensive IT support and tailored solutions across North America, specializing in cybersecurity, cloud services, help desk support, and IT consulting to ensure business continuity.”
Enavate
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At Enavate, we are committed to the success of our clients. Our focus is on offering business solutions and Cloud technologies that support you in achieving your goals. As a Microsoft Gold Partner and NetSuite Solution Provider, we provide expert implementation, consulting, and support services acro
Highlights
250-999
Employees
Englewood, Colorado, Us
Services Provided+7 Services
8% BI & Big Data Consulting & SI
12% Cloud Consulting & SI
7% CRM Consulting and SI
5% ERP Consulting and SI
AI Summary
“Enavate delivers expert business solutions and cloud technologies, specializing in Microsoft and NetSuite platforms, to support diverse industries and company sizes in achieving growth and efficiency.”
UnderDefense
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UnderDefense: Your Anytime Cybersecurity Partner Our Main Services Include: - Managed Detection and Response (MDR) - Penetration Testing - Compliance - Cloud Security - Managed SIEM/EDR - Incident Response We assist you in: ✓ Decreasing security incidents without adding to your internal team ✓ Sh
Highlights
$5,000+
Min Project Size
$50-99/hr
Avg Hourly Rate
50-249
Employees
Services Provided
50% Cybersecurity Assessments & Hardening
35% Operational Process Consulting
15% Customer Experience (CX) Strategy
AI Summary
“UnderDefense delivers comprehensive cybersecurity services including detection, response, compliance, cloud security, and testing, enhancing threat protection, regulatory adherence, and infrastructure visibility for businesses.”

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