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Our Services
You’re Sitting on More Revenue Than You Think
Transaction-heavy financial services companies generate enormous amounts of data — customer behavior, purchase patterns, rate activity, engagement signals. Most of it goes unused.
Not because the data doesn’t exist. Because the systems aren’t built to surface it — or leverage it.
The result:
—
High-intent visitors leave without converting.
—
Existing customers go quiet without anyone noticing.
—
Review invitations go to unhappy customers with no screening.
—
Follow-ups depend on someone remembering to send them
—
Attribution means downloading five platforms into Excel.
The firms that fix this don’t just operate more efficiently — they find revenue they didn’t know they were leaving behind.
Infrastructure → Intelligence → Revenue
Most agencies stop at implementation. We start there — then keep going.
FEATURED CLIENT
What This Looks Like In Action
CXI is a leading provider of foreign exchange services and international payments in North America. When we started working together, they were processing millions in transactions — but their marketing infrastructure hadn’t kept pace. Data lived in silos. Attribution was manual. There was no automation.
We didn’t just implement a platform. We built a system that keeps getting smarter.
FX Rate Tracker
Custom lead generation tool
Thousands of visitors were checking CXI’s exchange rates daily — then leaving. High intent, zero capture. We built the Rate Tracker: users set their target rate, choose notification preferences, and CXI stays top-of-mind until they’re ready to buy.
2,273
Total Users
1,095
New Contacts
48%
Net New Rate
13.79% total conversion from Rate Tracker signup to completed transaction. Full-funnel attribution from first touch to revenue.
Online Review Management
Reputation protection system
CXI was sending every customer a review invitation after each transaction and did no have the infrastructure to screen sentiment and route reviews accordingly. Happy and unhappy customers pointed to the same public platforms.
Before: No screening, no routing
Happy
Customer
Unhappy
Customer
Thank you email
Identically for both
Review Invitation
Same public link
Unfiltered
We built a HubSpot-native review management system that screens sentiment before it reaches a public platform. Positive experiences get a follow-up with a direct link to that branch’s review page. Negative experiences trigger an immediate internal alert so the team can intervene — before it goes public.
After
Customer
transaction
Sentiment screening email
How was it
Internal alert
Team intervenes
Follow-up email
Branch review link
Negative
Positive
Issue
resolved
Public
review
3
Hubspot Objects
5
Workflows
29
Custom Properties
No third-party software.
Cart Abandonment Recovery
OnlineFX purchase recovery
When customers start an online currency purchase but don’t complete it, automated follow-ups re-engage them — recovering transactions that would otherwise be lost.
Transaction Initiated
Recovered Revenue
Abandoment Signal
+
+
Every abandoned transaction is a conversation waiting to be finished. We built the system that finishes them.
The Result
OnlineFX purchase recovery
What started as a platform implementation became an ongoing partnership that keeps finding revenue.
"CXI now has a 360° view of each customer, automated marketing attribution, custom tools generating leads and protecting their reputation, and a foundation that makes every new initiative faster to build and easier to measure."
Marketing & Sales Operations for Fintech, FX & Payments
We build the infrastructure that connects your marketing to revenue — then build the tools that act on what the data reveals.
You Don’t Need to Start With a Full Implementation
Some of our longest partnerships started with a single project. If you have a specific need, we can start there — and build from it.
Email Marketing Templates
Branded, responsive templates for your communications.
Landing Pages
Campaign and gated content pages built in HubSpot.
Workflow Creation
Automated sequences for follow-ups, nurturing, and data management.
Reporting Dashboards
HubSpot dashboards, GA reporting, attribution models.
Technical SEO
Site structure, schema markup, crawlability, GSC and GTM setup.
AI Agent Development
Marketing and prospecting agents that work your data continuously.
CXI started with a website. It became a four-year operations partnership.
Why Paula for Fintech, FX & Payments
Testimonials
Let’s Talk About What Your Systems Should Be Doing for You
Whether you need a full operations overhaul or a single project to start — we’ll give you an honest assessment of where the opportunity is.
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