Product Directory

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.

Smarsh

Smarsh

As technology continues to evolve, the financial services industry is faced with increasingly challenging records retention and oversight requirements. For over 20 years, Smarsh has been a key partner in helping organizations overcome these challenges. We enable our customers to manage the communications compliance process more quickly and effectively. Our solutions empower financial services organizations to adopt the most innovative communications channels while meeting content retention and oversight obligations. We have helped over 6,500 customers embrace innovation, including broker-dealers, investment advisers, hedge funds, private equity firms, exchanges, commercial and retail banks, lenders and insurance agents.
Smartr365

Smartr365

Streamline the mortgage process. Save time and money with Smartr365’s secure, easy-to-use software, backed by professional advice. Smartr365 is the end-to-end software platform for professional mortgage advisors. It empowers them to manage the whole mortgage process better and frees up time to focus on engaging with clients and growing their business. A cloud-first platform, it delivers powerful tools and a simple, streamlined process for advisors, as well as introducers, solicitors and home buyers involved in the process. Discover a Smartr way to manage your mortgage business.
Snowflake

Snowflake

It has proven to be difficult to effectively access and leverage data in financial services due to aging on-premise legacy systems, the inability to securely access critical third-party data hamper modernization, strict regulatory compliance, and growth in security concerns. Snowflake’s Data Cloud eliminates data silos so you can access virtually all your data in a single, globally-available cloud platform. As a result, you can transform your financial institution through data. Securely share live, governed data from multiple on-premise and cloud based systems, across lines of business, subsidiaries and with partners, make data-driven decisions, while meeting compliance and regulatory objectives.
SocialFlow

SocialFlow

Allow our algorithms to slot your content into windows of consumer attention. Optimize workflow, improve security, and consolidate reporting across tens of thousands of social posts. Giving you better results, with less effort.
SparkToro

SparkToro

SparkToro crawls tens of millions of social and web profiles to find what (and who) your audience reads, listens to, watches, follows, shares, and talks about online. This Audience Intelligence data is invaluable to marketers of all kinds. Acquiring it previously required months of expensive surveys and interviews, but with SparkToro’s database, it’s right there at your fingertips, updated at least monthly, waiting to be searched.
Speedie Consulting

Speedie Consulting

Speedie Consultants Limited was founded in 2003 and offers an all around online marketing experience fuelled by over 50 years’ worth of combined marketing experience. From SEO copywriting services to affiliate programmes; link building and video marketing to social media marketing, we offer a full digital marketing package. Our areas of specialism are finance and insurance, and all our copy is FCA compliant.
StoneShot

StoneShot

StoneShot offers an email marketing and event management platform for financial marketers, and agency services to help drive efforts home. With almost 20 years of experience working with financial services firms, StoneShot brings the tools, insights, and benchmarks marketers need to succeed. We understand that one size does not fit all in financial services, so we offer custom-made solutions and integrations for a variety of needs. When it comes to digital marketing, we understand every organization is at a different level in their transformation. We’ll meet you where you are, and help you get to where you need to be.
SummAxis

SummAxis

SummAxis is an intuitive content aggregation system for building engaging sales and marketing documents and fund factsheets in PowerPoint, Word and PDF format, with the guarantee of accurate, on-brand and compliant content.
Tamoco

Tamoco

Tamoco is making accurate data accessible for all. Our global network provides businesses, organisations, brands, developers access to the leading source of precise, real-time location data. Tamoco is enabling businesses to build better products, understand audiences and make better business decisions by using powerful mobile device data.
Tenovos

Tenovos

Tenovos is committed to Powering Stories Worth Telling with a content strategy, product, and platform that supports a brand’s vision to connect, entertain, and inspire its consumers by curating and delivering highly personalized content at scale. Tenovos continues to drive innovation by introducing the industry’s first Active Story Management (ASM) product to teams responsible for creating, managing, and publishing content. Tenovos ASMTM is a powerful modern platform which unlocks a normalized view of the most valuable data and content for any global organization, instantly turning the enterprise into a storytelling unit at scale across all digital channels.

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