Our Services
We specialize in fintech and financial services—not just the products, but the people who use and buy them and the lifecycle journeys that drive retention and revenue. We’re niche by design—focused, fast-moving, and built to make a bigger impact.
Lifecycle Strategy & Design
We design lifecycle strategies aligned to customer growth.
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Covers acquisition, onboarding, engagement, expansion
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Tailored for fintech, SaaS, B2B, and regulated industries
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Supports PLG, ABM, and sales-assisted models
Agentic Lifecycle Workflows
AI-powered workflows that activate your data and automate decisions.
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Automate content, personalization & campaign logic
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Real-time data activation across CDPs, CRMs, engagement tools
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We build self-learning models that continuously adapt and improve
Onboarding & Retention Programs
Flows that reduce churn and grow long-term loyalty.
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Milestone, welcome & reactivation flows
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Email, push, SMS, in-app & direct mail
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Flexible across freemium, PLG, and enterprise journeys
Funnel Optimization
We boost conversion by finding drop-offs and fixing them fast—with your team.
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Find friction in onboarding and product flows
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Coordinate fixes with product, design, and analytics
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Add lifecycle triggers to re-engage users
Lifecycle Program Audits
We audit your lifecycle systems to find gaps and accelerate performance.
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Diagnose automations, journeys, and messaging across channels
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Identify missed opportunities, tech inefficiencies, and data gaps
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Deliver prioritized, actionable improvements by lifecycle stage
End-to-End Campaign Development
We plan, create, and launch full-funnel lifecycle campaigns.
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Strategy, copywriting, and creative included
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Multi-channel execution across email, SMS, push, and web
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Built for testing and optimizing ABM and PLG campaigns
CRM & Marketing Automation Consulting
We help you optimize your stack to support lifecycle personalization.
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Platform selection, setup & integrations
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Built for B2B segmentation and ABM orchestration
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Supports PLG signals and sales-assist handoffs
Our Product Expertise
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We know the products, and we know how customers move through them. Our experience spans the full spectrum of financial services, from borrowing and banking to insurance and investing.
Borrowing
Personal Loans, Business Loans, Home Loans, Credit Cards, BNPL
Banking & Services
Deposit Products, Merchant Services, Tax Prep, Accounting AI
Insurance
Auto, Home, Life, Health
Investing and Wealth
IRAs, 401(k), REITs, ETFs, Mutual Funds, Online Brokerages
About Us
Hi, I'm Luis and I started TouchOne to do one thing better than anyone else: lifecycle and retention marketing for fintech.
After 15+ years leading growth and lifecycle at fintech companies—from startups to institutions—I saw a gap. Too many agencies focus on acquisition. Too few understand what happens after the lead comes in the door.
TouchOne is built to fill that gap. I work directly with fintech brands to drive post-acquisition growth—onboarding, engagement, retention, and expansion—across email, SMS, push, in-app, direct mail, web, outbound calling, and digital retargeting.
I’ve helped early-stage startups scale smarter and supported growth teams inside established financial brands. I bring not just strategy, but execution—partnering closely with internal teams to design programs that convert, retain, and build long-term customer value.
If you're serious about lifecycle growth, I'm here to help you do it right.
Brands We've Worked With
