We’re building a directory of products and services that support marketing and digital transformation in financial services. To add your own product or service please contact a member of the team or complete the form below.
The specialist UK software house that serves the Fortune 500s
Parker Software is a live chat and business automation leader. Across the 6 continents in which we deliver solutions, a Parker Software product is used once every second.
These clever products – WhosOn and ThinkAutomation – lead the market in their respective niches. Today, WhosOn powers 25 million chats per year. ThinkAutomation parses 5 billion emails per year. And that’s only scratching the surface of the features these products offer.
We combine the power of data with compelling creative to help brands connect better with their customers. We live in a connected world. Great connections make life easier – they keep people in touch, save time and create opportunities for customer engagement and business growth. As a customer connections agency, Parkhouse uses data and insight to develop effective communication strategies, and delivers them with compelling creative at every stage of the customer journey.
Financial services partnership management
With advanced technology, industry-leading compliance capabilities, and renowned security, Partnerize simplifies partnership marketing and maintains brand safety for financial services, made complete with BrandVerity protection.
Drive profitable growth through credible partners for your financial services program.
Discover empowers financial services to automate and scale partnerships by serving relevant and credible partner recommendations. Alternatively, identify and vet right-fit partners with search and filter functionality in platform–and beyond.
Flexible commission options to meet specific needs of finance marketers.
Partnerize enables you to commission on any variable of your program including lead capture, application approval, funding, first use stages or multiple stages and more. Partnerize makes getting better results from financial service partnership management easier.
At Perfect Virtual we work with decision makers using Data Led Decision Making frameworks and Advanced AI to deliver significant business efficiencies and increased profits.
We believe the immense power of Data, Ai & Machine Learning should be available to all businesses.
Many Companies believe AI and Data Led Decision Making is only for those enterprise businesses with the data science function and infrastructure to back it up.
Our goal is to show businesses that this is not the case. We want to make AI and Data Led Decision Making as accessible as possible.
Comprehensive service together with a client centric approach. Phoebus originates and services many different types of lending and savings products across the UK and Ireland. The Phoebus Solution was originally designed as a banking platform in 1989. The products offered by the Bank meant that Phoebus is able to originate and service many different types of lending and savings products in multiple currencies. The solution remains compliant in line with all regulatory requirements of banking and lending.
ProFundCom is the leading digital marketing platform in finance, built to exacting compliance and security standards.
With over 15 years in the industry, ProFundCom delivers unrivalled digital marketing reporting and analytics.
ProFundCom currently works with over 45 retail and institutional fund providers, boutiques and private banks around the globe.
ProFundCom was founded in 2003 by Paul Das and Charles Barnick, with the aim of providing a compliant digital marketing platform exclusively for financial services. From the very beginning, the platform was created with deep readership analysis and has now evolved to extend across all digital channels – email, website and social media.
Today, the ProFundCom platform proactively helps to identify opportunities to raise and preserve AuM by giving sales and marketing teams the insights to know where to focus, who to contact and how to make the most of time and resources.
With offices in London, New York, Geneva and Bangalore, we work with retail and institutional fund providers, boutiques and private banks on a global basis.
Dedication and continuous investment goes into building the leading digital marketing platform for the finance sector.
The Protect Association is an information and networking hub for those Companies and individuals working in the UK Protection markets. We are a conduit for our members to engage with key stakeholders (ie regulators, other trade associations and industry leaders). We provide scheduled and non-scheduled member’s forums for debate and discussion about topical issues and subjects. Our events also showcase ideas, products, and services that could enhance our member’s businesses.
Receptional is an award winning digital marketing agency.
Founded in 1999 (when the world was preparing to see in the new millennium and Google was but a newly formed company), Receptional remains at the forefront of search marketing.
We consistently deliver outstanding results – more traffic, more sales and better profits – for our clients.
Our aim is to provide a personalised, flexible service.
We are small enough that our team can easily work together, yet we are large enough to have ...
Boost revenue, improve LTV, and lower interaction costs by using deep customer data to understand every individual. And to engage them with next-best actions based on their specific places in their unique journeys.