About Us
At the intersection of banking infrastructure and financial technology
Strategic CX is a strategic advisory firm that connects financial institutions, fintech companies, and global enterprises to unlock new financial infrastructure opportunities.
Our Team
Experienced leaders in banking and fintech
Jordan champions fintech innovation to drive impactful change. With a background in banking and fintech and a focus on client experience, Jordan delivers technological and human solutions to empower fintech teams to achieve their goals. Over 20 years, Jordan has worked with nearly 1,000 banks, credit unions, and financial technology firms from his time at Fortress Trust, Kasasa, Chime, MX, Sunflower Bank, and others.
Mauricio is a product leader specializing in banking integrations and digital asset infrastructure, with deep experience building custody, trading, and payments platforms for institutional and retail fintech clients. With a background spanning Fortress Trust, BlockFi, and Morgan Stanley, Mauricio combines technical problem solving with operational clarity to deliver scalable, revenue-driving products. He has overseen more than $8B in assets under custody and $6B in annual transaction volume.
Visionary CMO John Hanley is a creative force for brands in the financial industry. He helped lead a community bank to annual 25 percent growth in the Midwest, and launched a top digital-only bank, Brilliant Bank. John has led 10 whole-bank rebrands, two IPO strategies, digitally transformed two FIs, integrated sales and marketing with a CRM launch, and is a master of sparking creativity and innovation.
Company Overview
Connecting the banking ecosystem
Strategic CX operates at the intersection of traditional banking and financial technology. We work with U.S. and international financial institutions to modernize infrastructure, launch new revenue streams, and pursue growth, whether through Banking as a Service, international expansion, or M&A.
At the same time, we help fintech companies and global enterprises gain meaningful access to banking infrastructure. This means securing U.S. banking relationships, navigating licensing requirements, and building the operational foundations needed for sustainable financial services businesses.
Our approach is hands-on and outcomes-driven. We bring deep expertise in regulatory frameworks, financial infrastructure, and the commercial realities of banking partnerships to every engagement.
Who We Work With
U.S. Financial Institutions
Community, regional, and national financial institutions seeking growth and modernization.
International Financial Institutions
Global financial institutions expanding into U.S. dollar infrastructure and markets.
Fintech Companies
Technology-driven financial companies seeking banking partners and regulatory clarity.
Global Enterprises
Multinational businesses requiring access to U.S. banking and financial infrastructure.
Learn how Strategic CX can help your organization
We work with a select number of clients to ensure each engagement receives the depth of attention it deserves. Reach out to discuss your situation.
Contact Strategic CX