Fintech, FX & Payments
Fintech, FX & Payments
Your Customers Are Telling You What They Want. Can Your Systems Hear Them?
Your Customers Are Telling You What They Want. Can Your Systems Hear Them?
Marketing operations, CRM architecture, and automation for fintech, FX, and payment companies.
Marketing operations, CRM architecture, and automation for fintech, FX, and payment companies.
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.
—
Unhappy customer get asked to provide public reviews
—
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.
01.
Build the Foundation
CRM architecture, data structure, integrations, and automation — designed for how financial services actually operate. Clean data. Connected systems. A single source of truth your team actually trusts. Security and compliance baked in at every turn.
02.
Surface the Intelligence
03.
Turn It Into Revenue
01.
Build the Foundation
CRM architecture, data structure, integrations, and automation — designed for how financial services actually operate. Clean data. Connected systems. A single source of truth your team actually trusts. Security and compliance baked in at every turn.
02.
Surface the Intelligence
03.
Turn It Into Revenue
01.
Build the Foundation
CRM architecture, data structure, integrations, and automation — designed for how financial services actually operate. Clean data. Connected systems. A single source of truth your team actually trusts. Security and compliance baked in at every turn.
02.
Surface the Intelligence
03.
Turn It Into Revenue
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.
Case Study I:
FX Rate Tracker
Custom lead generation tool
Thousands of visitors checked CXI's exchange rates daily. Many were converted, many more weren't. 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
2,273
Total Users
1,095
1,095
New Contacts
48%
48%
Net New Rate
13.79% total conversion from Rate Tracker signup to completed transaction. Full-funnel attribution from first touch to revenue.
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.
What We Do
We build the infrastructure that connects your marketing to revenue — then build the tools that act on what the data reveals.
Digital Growth Strategy
A plan for how your digital presence drives business. Where you should be visible, what content earns attention, and how to measure whether it’s working — across search engines, AI assistants, and the channels your prospects use to evaluate you.
Digital Growth Strategy
A plan for how your digital presence drives business. Where you should be visible, what content earns attention, and how to measure whether it’s working — across search engines, AI assistants, and the channels your prospects use to evaluate you.
Digital Growth Strategy
A plan for how your digital presence drives business. Where you should be visible, what content earns attention, and how to measure whether it’s working — across search engines, AI assistants, and the channels your prospects use to evaluate you.
CRM Architecture & Implementation
The foundation everything else runs on. Clean data, logical pipelines, lifecycle stages that reflect how your business operates—so automation and AI agents have something reliable to build on.
CRM Architecture & Implementation
The foundation everything else runs on. Clean data, logical pipelines, lifecycle stages that reflect how your business operates—so automation and AI agents have something reliable to build on.
CRM Architecture & Implementation
The foundation everything else runs on. Clean data, logical pipelines, lifecycle stages that reflect how your business operates—so automation and AI agents have something reliable to build on.
Marketing Automation
Workflows that nurture leads, trigger follow-ups, and keep prospects engaged without manual effort. Email sequences, behavioral triggers, lead scoring, cart abandonment recovery.
Marketing Automation
Workflows that nurture leads, trigger follow-ups, and keep prospects engaged without manual effort. Email sequences, behavioral triggers, lead scoring, cart abandonment recovery.
Marketing Automation
Workflows that nurture leads, trigger follow-ups, and keep prospects engaged without manual effort. Email sequences, behavioral triggers, lead scoring, cart abandonment recovery.
Reporting & Dashboards
Dashboards that answer “what’s working?” without spreadsheet gymnastics. Marketing attribution that connects campaigns to revenue. Google Analytics reporting, Google Search Console, and Google Tag Manager setup and configuration—with AI-assisted analysis layered on top.
Reporting & Dashboards
Dashboards that answer “what’s working?” without spreadsheet gymnastics. Marketing attribution that connects campaigns to revenue. Google Analytics reporting, Google Search Console, and Google Tag Manager setup and configuration—with AI-assisted analysis layered on top.
Reporting & Dashboards
Dashboards that answer “what’s working?” without spreadsheet gymnastics. Marketing attribution that connects campaigns to revenue. Google Analytics reporting, Google Search Console, and Google Tag Manager setup and configuration—with AI-assisted analysis layered on top.
Intelligent Customer Operations
Customer support designed by people who’ve run it. AI-powered ticket triage that prioritizes by impact, suggests fixes from your codebase, and packages problem-solution pairs for human approval. We build the system, train the team, and make sure nothing critical gets buried.
Intelligent Customer Operations
Customer support designed by people who’ve run it. AI-powered ticket triage that prioritizes by impact, suggests fixes from your codebase, and packages problem-solution pairs for human approval. We build the system, train the team, and make sure nothing critical gets buried.
Intelligent Customer Operations
Customer support designed by people who’ve run it. AI-powered ticket triage that prioritizes by impact, suggests fixes from your codebase, and packages problem-solution pairs for human approval. We build the system, train the team, and make sure nothing critical gets buried.
Integrations & Custom Tools
Integrations & Custom Tools
Your systems talking to each other. Payment platforms, ERPs, industry-specific tools — connected so data flows automatically. And when off-the-shelf doesn’t solve the problem, we build what does.
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.
The Generational Shift
The Next Generation Has Different Expectations
The largest wealth transfer in history is underway. Cerulli Associates estimates $124 trillion will change hands in the U.S. through 2048—$105 trillion flowing directly to heirs.
70 - 80%
70 - 80%
of heirs change advisors
of heirs change advisors
While the primary reason for this isn’t poor technology, generational expectations around digital are measurably different:
Why Paula for Fintech, FX & Payments
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Once the foundation is in place, we layer on AI to drive leverage. We automate research and lead scoring so your team stays focused on high-value relationships, not manual admin.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Automation and AI can't save bad data. We start with clean records and logical pipelines—then layer on the advanced features.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Once the foundation is in place, we layer on AI to drive leverage. We automate research and lead scoring so your team stays focused on high-value relationships, not manual admin.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Automation and AI can't save bad data. We start with clean records and logical pipelines—then layer on the advanced features.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Once the foundation is in place, we layer on AI to drive leverage. We automate research and lead scoring so your team stays focused on high-value relationships, not manual admin.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Automation and AI can't save bad data. We start with clean records and logical pipelines—then layer on the advanced features.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Once the foundation is in place, we layer on AI to drive leverage. We automate research and lead scoring so your team stays focused on high-value relationships, not manual admin.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Automation and AI can't save bad data. We start with clean records and logical pipelines—then layer on the advanced features.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Understand the Industry
We Design for Validation, Not Lead Gen
Senior Expertise at Every Turn
Committed to the Result, Not the Clock
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
We Understand the Industry
We Build, Not Just Configure
Senior Expertise at Every Turn
Built for Regulated Industries
Human Rigor. AI Scale.
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
We Understand Financial Services
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Build, Not Just Configure
You work with senior people who stay with you from start to finish — not a rotating cast of junior staff learning on your project. And the work comes back finished.
Senior Expertise at Every Turn
We were building rigorous systems before AI entered the picture. What's changed is how much we can deliver. AI accelerates the execution — code, content, configuration, research. We set the direction and review every output before it ships. The rigor is human. The scale is not.
Human Rigor. AI Scale.
We Understand Financial Services
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Build, Not Just Configure
You work with senior people who stay with you from start to finish — not a rotating cast of junior staff learning on your project. And the work comes back finished.
Senior Expertise at Every Turn
We were building rigorous systems before AI entered the picture. What's changed is how much we can deliver. AI accelerates the execution — code, content, configuration, research. We set the direction and review every output before it ships. The rigor is human. The scale is not.
Human Rigor. AI Scale.
We Understand Financial Services
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Build, Not Just Configure
You work with senior people who stay with you from start to finish — not a rotating cast of junior staff learning on your project. And the work comes back finished.
Senior Expertise at Every Turn
We were building rigorous systems before AI entered the picture. What's changed is how much we can deliver. AI accelerates the execution — code, content, configuration, research. We set the direction and review every output before it ships. The rigor is human. The scale is not.
Human Rigor. AI Scale.
We Understand Financial Services
Our founder spent a decade overseeing go-to-market digital infrastructure in financial services. We work with FinServ clients who process thousands of daily transactions and rely on us to add value to their GTM strategies and tech stack every day. We know compliance constraints, trust dynamics, and what it takes to operate at scale.
Most HubSpot agencies configure out-of-the-box features. We build custom solutions when the standard tools don’t solve the problem — lead generation tools, review management systems, attribution models that actually reflect how your business works.
We Build, Not Just Configure
You work with senior people who stay with you from start to finish — not a rotating cast of junior staff learning on your project. And the work comes back finished.
Senior Expertise at Every Turn
We were building rigorous systems before AI entered the picture. What's changed is how much we can deliver. AI accelerates the execution — code, content, configuration, research. We set the direction and review every output before it ships. The rigor is human. The scale is not.
Human Rigor. AI Scale.
Testimonials
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
Ryan Graham, VP of Marketing & Ecommerce, Currency Exchange International
"We know more than ever about our clients and can provide enhanced experiences for them."
There’s revenue in your data. Let’s go find it.
Let’s talk about building operations that surface what’s been hiding in your systems.
FAQ
How long does implementation take?
How long does implementation take?
How long does implementation take?
Do you provide ongoing support?
Do you provide ongoing support?
Do you provide ongoing support?
Can you help with just one project, like email templates or a reporting dashboard?
Can you help with just one project, like email templates or a reporting dashboard?
Can you help with just one project, like email templates or a reporting dashboard?
Do we need to be on HubSpot already?
Do we need to be on HubSpot already?
Do we need to be on HubSpot already?
Is HubSpot secure enough for financial services?
Is HubSpot secure enough for financial services?
Is HubSpot secure enough for financial services?
We tried HubSpot before and it didn’t stick. What’s different?
We tried HubSpot before and it didn’t stick. What’s different?
We tried HubSpot before and it didn’t stick. What’s different?
How is this different from hiring a general HubSpot agency?
How is this different from hiring a general HubSpot agency?
How is this different from hiring a general HubSpot agency?
Can you integrate HubSpot with our existing systems?
Can you integrate HubSpot with our existing systems?
Can you integrate HubSpot with our existing systems?
What if we need something custom — not just standard HubSpot features?
What if we need something custom — not just standard HubSpot features?
What if we need something custom — not just standard HubSpot features?
What about AI — can you help us use it?
What about AI — can you help us use it?
What about AI — can you help us use it?
We’re a startup. Is this too much infrastructure for where we are?
We’re a startup. Is this too much infrastructure for where we are?
We’re a startup. Is this too much infrastructure for where we are?
What about brand and website work? Do you do that too?
What about brand and website work? Do you do that too?
What about brand and website work? Do you do that too?
Who We Serve
Our Work
INSIGHTS
Contact Us
Keep up with our Insights
Who We Serve
Our Work
INSIGHTS
Contact Us
Keep up with our Insights
Who We Serve
Our Work
INSIGHTS
Contact Us
Keep up with our Insights