AI Personalisation
Financial services-first AI personalisation
We research every prospect using financial services-specific signals and generate hyper-personalised emails with AI. Rigorous QA keeps quality high.
Financial services signals we use
Industry-specific sources to inform unique angles per prospect.
- Financial products, services, and regulatory disclosures
- AUM, assets under management, and fund updates
- Compliance certifications and regulatory filings
- Fintech partnerships and API integrations
- Market share movements and competitive positioning
Quality assurance
AI writes. Humans review for financial services compliance.
- Guardrails ensure brand voice and financial services compliance
- Spot checks for regulated financial institutions and key accounts
- Continuous learning from reply outcomes in financial markets