allsetagency.co
allsetagency.co
allsetagency.co
allset
Keep your customers. Automatically.
Keep your customers. Automatically.
Onboarding, lifecycle, and churn prevention for fintech.
© 2025 allset agency
Keep your customers. Automatically.
Onboarding, lifecycle, and churn prevention for fintech.
© 2025 allset agency
Selected clients
Selected clients
Selected clients
(27)
Projects.
©2025
©2025
We’ve helped businesses across various financial categories. Here are some of our recent projects.
(27)
Projects.
©2025
We’ve helped businesses across various financial categories. Here are some of our recent projects.
What we do
What we do
What we do
Services.
Services.
(000)
Audit
Let's start from the top. Do you know what works and does not work in your organisation? You will receive a full roadmap of the current status, low handing fruits to fix here and now and a roadmap on how to get to a well carved strategy.
Categories
Mystery Shopper
Journey Intelligence
People & Processes
Brand Consistency
Infrastructure
Roadmap
Audit
(001)
Portfolio success
We focus on scalable, ligth touch programs to get your portfolio companies to the next level
Categories
Retention
Revenue expansion
Customer activation
Scalable templates
Scorecards
Roadmap
Portfolio success
(002)
Customer Intelligence
See your customer journey in full clarity, identify the leaks draining growth, and know exactly where to invest for the biggest return
Categories
Friction points
Drop-off analysis
Usability snapshots
Customer Intelligence
(003)
People & Processes
Customer experience operation that are aligned outward and inward.
Categories
CX ownership
Reporting loops
RASCI
Stakeholder management
People & Processes
(005)
CX Infrastructure & Systems
A streamlined, integrated tech stack that powers your customer journey.
Categories
Glossary, tags
Tech stack alignment
Automation gaps
Workflow interconnection
CX Infrastructure & Systems
(006)
Custom
Not seeing what you need? No problem, we can create a custom project tailored to your companies needs.
Categories
Custom
(000)
Audit
Let's start from the top. Do you know what works and does not work in your organisation? You will receive a full roadmap of the current status, low handing fruits to fix here and now and a roadmap on how to get to a well carved strategy.
Categories
Mystery Shopper
Journey Intelligence
People & Processes
Brand Consistency
Infrastructure
Roadmap
Audit
(001)
Portfolio success
We focus on scalable, ligth touch programs to get your portfolio companies to the next level
Categories
Retention
Revenue expansion
Customer activation
Scalable templates
Scorecards
Roadmap
Portfolio success
(002)
Customer Intelligence
See your customer journey in full clarity, identify the leaks draining growth, and know exactly where to invest for the biggest return
Categories
Friction points
Drop-off analysis
Usability snapshots
Customer Intelligence
(003)
People & Processes
Customer experience operation that are aligned outward and inward.
Categories
CX ownership
Reporting loops
RASCI
Stakeholder management
People & Processes
(005)
CX Infrastructure & Systems
A streamlined, integrated tech stack that powers your customer journey.
Categories
Glossary, tags
Tech stack alignment
Automation gaps
Workflow interconnection
CX Infrastructure & Systems
(006)
Custom
Not seeing what you need? No problem, we can create a custom project tailored to your companies needs.
Categories
Custom
(000)
Audit
Let's start from the top. Do you know what works and does not work in your organisation? You will receive a full roadmap of the current status, low handing fruits to fix here and now and a roadmap on how to get to a well carved strategy.
Categories
Mystery Shopper
Journey Intelligence
People & Processes
Brand Consistency
Infrastructure
Roadmap
Audit
(001)
Portfolio success
We focus on scalable, ligth touch programs to get your portfolio companies to the next level
Categories
Retention
Revenue expansion
Customer activation
Scalable templates
Scorecards
Roadmap
Portfolio success
(002)
Customer Intelligence
See your customer journey in full clarity, identify the leaks draining growth, and know exactly where to invest for the biggest return
Categories
Friction points
Drop-off analysis
Usability snapshots
Customer Intelligence
(003)
People & Processes
Customer experience operation that are aligned outward and inward.
Categories
CX ownership
Reporting loops
RASCI
Stakeholder management
People & Processes
(005)
CX Infrastructure & Systems
A streamlined, integrated tech stack that powers your customer journey.
Categories
Glossary, tags
Tech stack alignment
Automation gaps
Workflow interconnection
CX Infrastructure & Systems
(006)
Custom
Not seeing what you need? No problem, we can create a custom project tailored to your companies needs.
Categories
Custom
Kind words
Kind words
Kind words
Testimonials
Our focus is working with fintechs, but we’ve have the pleasure to work with companies from other industries as well.
allset
allset
allset
14+
Trusted by
clients worldwide
14+
Trusted by
clients worldwide
14+
Trusted by
clients worldwide
Tina Calder
European Director of Retention, Awaze
"I can highly recommend Rihards, to any company looking to get additional help and support for their email and CRM strategy."
Tina Calder
European Director of Retention, Awaze
"I can highly recommend Rihards, to any company looking to get additional help and support for their email and CRM strategy."
Tina Calder
European Director of Retention, Awaze
"I can highly recommend Rihards, to any company looking to get additional help and support for their email and CRM strategy."
Tom Gale
Growth @ Hackajob
"Working with Rihards was nothing short of fantastic. He provided a lot of strategic expertise that helped shape our thinking for how we approach email marketing and automations."
Tom Gale
Growth @ Hackajob
"Working with Rihards was nothing short of fantastic. He provided a lot of strategic expertise that helped shape our thinking for how we approach email marketing and automations."
Tom Gale
Growth @ Hackajob
"Working with Rihards was nothing short of fantastic. He provided a lot of strategic expertise that helped shape our thinking for how we approach email marketing and automations."
Josh Rosenblatt
Head of Lifecycle Marketing @ Pleo
"Rihards is a pleasure to work with, expertly balancing in-depth analysis with high-level strategic thinking. His work delivered measurable impact, and he was a valued colleague across all teams."
Josh Rosenblatt
Head of Lifecycle Marketing @ Pleo
"Rihards is a pleasure to work with, expertly balancing in-depth analysis with high-level strategic thinking. His work delivered measurable impact, and he was a valued colleague across all teams."
Josh Rosenblatt
Head of Lifecycle Marketing @ Pleo
"Rihards is a pleasure to work with, expertly balancing in-depth analysis with high-level strategic thinking. His work delivered measurable impact, and he was a valued colleague across all teams."
allset
allset
allset
Platforms
Platforms
We have in-depth experience with various tools and systems that we've mastered over the years.
Reach out if you are interested in hearing more about any of the tools or wish to get an audit of your current setup.
Let’s talk soon.
Tell us about your project—whether it’s an audit, retention strategy or just a chat on what's possible.
Let’s talk now: +4552613484
Let’s talk soon.
Tell us about your project—whether it’s an audit, retention strategy or just a chat on what's possible.
Let’s talk now: +4552613484