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.

Dreamdata

Dreamdata

Dreamdata gathers, joins and cleans all revenue-related data to present transparent, actionable analysis of what drives B2B revenue. Connect all your activities to revenue and scale what works. Get unprecedented oversight of your B2B customer journeys with interactive timelines of every account’s touches. With Dreamdata you can apply attribution across and between pipeline stages, track ROI on all activities, benchmark growth, predict revenue, and plan what efforts to scale next.
DueDil

DueDil

We're all facing uncertain times. Nowhere is that uncertainty greater than with SMEs. DueDil's KYB for Life platform ensures you have real-time insights on your SME customers to always stay ahead.
EasySend

EasySend

EasySend is a no-code platform for building and optimizing digital customer journeys. EasySend transforms paperwork-based processes in insurance, banking, and financial services into engaging, user-friendly digital journeys quickly and easily. All EasySend processes are optimized for multi-channel / multi-platform use (iOS, Android, all laptop browsers), can seamlessly integrate with any data management system, and enable fast time to market of digital products in just days
Edgefolio

Edgefolio

Edgefolio is a platform connecting all key stakeholders in the Asset Management industry. We are a team of innovators and technologists bringing the industry online through best in class digital solutions to various analogue problems. Our ambition is to democratise, optimise, and streamline workflows by giving everyone access to our technology, regardless of budget or track record. A single platform that brings us all together.
Eligible

Eligible

Improve your client retention by 16% in just three months. Introducing Retain, by Eligible. A dedicated mortgage retention solution that helps you write more business and save time. We contact your clients at the right time automatically. Reduce time spent chasing clients to stay on top of their product needs.
Encompass

Encompass

Encompass is the creator of Know Your Customer (KYC) automation for major financial and professional service firms globally. KYC regulation is evolving and so are the costs and impact on the global financial industry. Encompass’ intelligent process automation platform for KYC dramatically improves the client experience, significantly speeding up KYC processes.
ERGO Smart Content App

ERGO Smart Content App

Your customers don’t crave relevance. They expect it. In a flooded inbox, making small incremental steps to personalization is no longer an option. It’s time to deliver true 1:1 marketing at scale. Turbocharge Your MarTech Stack Email Service Providers are rarely meeting every marketer’s needs, and you shouldn’t expect them to. Leverage ERGO’s Smart Content™ with your existing MarTech stack to amplify its value. With easy integration, you can tap into your disparate data sources and existing workflows to drive radical relevance inside your emails.
EventMobi

EventMobi

With over 10 years of experience, EventMobi is constantly evolving our event management software to provide planners with the easiest and most effective event tech solutions. From Event Apps to the new Virtual Event Space and a comprehensive range of customer support and livestream production services, we’re here to support your online, hybrid and in-person events. All your event management tools connected in one place Our open and integrated event management platform allows you to work with the tools you want that are best for your event. In the same way that EventMobi’s original event app revolutionized the attendee experience and onsite engagement almost a decade ago, our new virtual and hybrid event solutions continue to revolutionize how event marketers and planners plan, manage, and execute events.
Exponea

Exponea

Exponea is the one and only marketing technology built with the exponential speed retail and e-commerce marketers require to win and keep their customers. That’s because Exponea was created from the ground up by, for, and with marketers. With our platform, you’ll be empowered to deliver the unbelievable: experiences that result in customer love throughout the entire journey, and crazy-fast, consistent revenue.
Fivetran

Fivetran

Simple, reliable data integration for analytics teams: Focus on analytics, not engineering. Our prebuilt connectors deliver analysis-ready schemas and adapt to source changes automatically. Leave the engineering to us: Fivetran automates data integration from source to destination, providing data your team can analyze immediately.

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