CXO deploys agentic AI systems that automate the highest-friction operations in financial services firms and growing-stage SMBs — integrating directly into your existing software stack to eliminate manual work at scale.

Founded in 2006, we bring nearly 20 years of engineering, analytics, and automation experience to every engagement. The same enterprise-grade standards we applied across financial institutions, alternative lenders, and global organizations apply to every client we work with today.

What We Automate

Collections and AR — Outbound follow-up, payment reminders, objection handling, and CRM updates running 24/7 without a collections team managing every touchpoint.

Client Onboarding — Intake, document collection, compliance checklists, and system updates from approval to activation. No manual handoffs. No dropped steps.

Sales Pipeline and Lead Follow-Up — Inbound qualification, persistent multi-touch follow-up, lead reactivation, and meeting booking across voice, SMS, and email.

Financial Back-Office Operations — AP and AR processing, vendor coordination, payment workflows, and compliance documentation running around the clock with near-zero errors.

Reporting and Intelligence — KPI monitoring, anomaly detection, automated report delivery, and executive dashboards connected to your live systems.

Custom Agentic Workflows — For complex, multi-system processes that standard automation cannot handle. Built to your exact workflow, compliance environment, and business logic.

How We Engage

Process Intelligence Assessment → Build Engagement → Automation Operations Management

Every deployment starts with a scoped assessment that maps your highest-friction workflows and delivers a build specification with ROI projections — before you commit to anything.

cxocorporation.com

CXO

Org chart

Teams

Offices

CXO

Org chart

Teams

Offices

Related companies