AI agents, ChatGPT products and automation
AI engineering for customer conversations, internal workflows and decisions, with the automation around them.
Scoped and priced in writing before work starts.
Financial services
Technology, AI, brand and growth for financial services.
Aroc works with financial services businesses on the systems and the brand around the client relationship: enquiry handling and onboarding, CRM, AI agents with a human hand-off, data and infrastructure, reporting and marketing. Lenders and brokers have their own page under commercial finance.
Where this work starts
Problems we are asked to solve in financial services.
- Enquiries and onboarding take too long and depend on manual steps.
- Client communication is repetitive, but it cannot be careless.
- Client, sales and marketing data sit in systems that do not agree.
- The brand does not carry the trust the business has earned.
- Technology and marketing have to account for regulatory constraints.
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The capabilities that apply, each scoped to the project.
Call center development
Call center systems: handling, routing, qualification and reporting, built for the way the business takes calls.
Scoped and priced in writing before work starts.
Cloud and data infrastructure
Architecture, migration and operation of the cloud and data systems a business runs on.
Scoped and priced in writing before work starts.
Blockchain applications and systems
Blockchain-based applications and systems, from feasibility to implementation.
Scoped and priced in writing before work starts.
Full brand development
A brand built end to end: strategy, name, identity and the design system that keeps everything made on it consistent.
Scoped and priced in writing before work starts.
Brand strategy and positioning
Who the brand is for, what it stands for and why it is chosen, written down as a position the rest of the work can follow.
Scoped and priced in writing before work starts.
Visual identity and design systems
Logo, typography, colour and the reusable components and guidelines that keep every channel consistent.
Scoped and priced in writing before work starts.
Content and campaign creative
The creative behind a campaign: concepts, copy, assets and the content plan that carries them across channels.
Scoped and priced in writing before work starts.
SEO and digital marketing
Search that targets the questions buyers ask when they are ready to transact, with the pages and schema to match.
Scoped and priced in writing before work starts.
Lead-generation systems
The tools, pages and processes that capture and qualify demand, and the numbers that show whether they work.
Scoped and priced in writing before work starts.
Sales automation
Follow-up, routing, scheduling and reporting automated across the sales process, so people spend time on conversations.
Scoped and priced in writing before work starts.
AI sales agents and voice systems
AI agents that answer, qualify and follow up with leads by chat and voice, connected to the CRM and handing off to a person.
Scoped and priced in writing before work starts.
Revenue operations
One view of the pipeline from first touch to closed revenue: process, systems and the metrics that tie them together.
Scoped and priced in writing before work starts.
Sales analytics and reporting
Pipeline, conversion and revenue reporting in accounts you own, so the sales numbers can be trusted and acted on.
Scoped and priced in writing before work starts.
Assess, Build, Grow
How the three pathways apply here.
Assess
Analysis of the client journey, sales process, systems and market, ending in a written recommendation of what to do first.
Build
CRM and onboarding systems, AI agents for enquiries with a hand-off to a person, cloud and data infrastructure, blockchain applications where they fit, and the brand and website around them.
Grow
Marketing, lead generation, sales analytics and revenue operations, reviewed and reported every month.
The published prices ($950 for Assess, from $5,000 for Build, $650 a month for Grow) apply to their own scopes. Anything else is scoped and priced in writing before work starts.
Capability pages
The detail behind each offering.
Evidence
What exists today.
There is no published financial services client case study yet. The closest published material is on the commercial finance page for lenders and brokers and the SBA broker pipeline calculator. Regulatory and compliance requirements are part of scoping every project in this industry.
Describe the project, or start with the diagnosis.
One reply, from the founder, with questions first and a straight answer about fit.
Describe a project Start with Assess