Top AlphaStream Alternatives

Plaid operates as a global data network that supports various tools that help countless individuals achieve better financial well-being. Our goal is to create a financial ecosystem that is inclusive, competitive, and advantageous for all by streamlining payment processes and transforming the lending landscape. Collaborating with over12,000 businesses, including popular fintech platforms like Venmo and SoFi, as well as numerous Fortune 500 firms, Plaid empowers users to have greater autonomy and flexibility in managing their finances. Based in San Francisco, the company's network encompasses more than 12,000 institutions across the United States, Canada, the United Kingdom, and Europe, ensuring a wide reach and impact in the financial sector. Additionally, Plaid is dedicated to fostering innovation that enhances user experiences in financial transactions.

A software-as-a-service solution crafted to boost banks' competitive advantage and visibility in the market by providing customized digital experiences and insights that facilitate revenue growth. Create a distinctive digital experience for your customers that highlights real-time sales opportunities, ensuring that it is fully personalized and contextually relevant to their needs. The pricing structure is particularly favorable when compared to other similar products in the market. This platform is designed for quick deployment, allowing for smooth integration with existing systems. It functions as a comprehensive 360° solution that not only improves customer interactions but also stimulates business expansion. By analyzing customer data, Fivvy provides banking users with insightful information regarding their spending, saving, and investment patterns. This data-centric strategy enables financial institutions to implement cutting-edge tools that foster a more personalized experience and effective solutions tailored to the customer. At the same time, it optimizes the benefits gained from their user data. In a fast-changing environment, ensure you don't lag behind; utilize your data to strengthen loyalty and maintain your competitive edge. Embrace transformation and revamp your banking services to adapt to the evolving preferences of your clientele, ensuring that you remain relevant and responsive to their expectations. The future of banking lies in the ability to be proactive and innovative, creating lasting relationships with customers.

Moxo’s innovative service orchestration platform transforms intricate B2B interactions by providing smooth and efficient experiences. When business processes are disjointed across various departments, clients, vendors, and partners, inefficiencies and risks can emerge. Moxo addresses this issue by integrating workflows, turning disorganized operations into cohesive and cost-efficient solutions that enhance client satisfaction. The Moxo platform accelerates vital processes like client onboarding, document management, and resolving exceptions. As a result, organizations benefit from faster completion times, reduced compliance risks, and outstanding client experiences. With endorsements from leading firms in industries such as financial services, consulting, legal, healthcare, and real estate—including giants like Citibank and BNP Paribas—Moxo is instrumental in orchestrating essential business relationships. This level of trust highlights the platform's effectiveness in optimizing collaboration across various sectors.

Rightfoot provides a safe and efficient solution for countless users to access both their personal and business accounts without the typical login complications. By leveraging our innovative technology, we eliminate the burden of remembering numerous passwords for different financial accounts. Rightfoot also sheds light on previously obscured accounts, delivering a comprehensive snapshot of your customers' financial landscapes. Given that a customer's financial condition may have changed considerably since the last credit bureau update, accessing the most precise data is crucial. This capability allows Rightfoot to equip you with the necessary insights to make well-informed underwriting decisions. Assess creditworthiness by examining chargebacks, payment disputes, and other relevant factors. Improve customer interactions by addressing the common industry issue of a 40% drop-off rate. Additionally, you can access granular financial data at the individual customer level, enabling you to customize your product offerings to meet their specific needs. This personalized approach not only enhances customer satisfaction but also fosters loyalty, as clients appreciate feeling recognized and valued. Ultimately, Rightfoot stands out as a transformative tool in reshaping customer engagement and financial transparency.

i2i Logic integrates premium corporate financial data with your organization's performance metrics to deliver insightful analytics that boost market engagement for your frontline teams. This extensive array of data and insights can be accessed via a digital platform tailored for corporate bankers and advisors, enabling them to utilize it both in their offices and during client meetings. Typical users include relationship managers, market analysts, supply chain bankers, transactional bankers, credit teams, bank executives, and corporate advisors operating beyond banking. The platform supports automated, data-driven prospecting across vast databases of companies and diverse industry profiles, enhancing the efficiency of outreach efforts. It also provides a thorough analysis of financial and operational metrics, featuring dynamic benchmarking against industry norms and competitors. Furthermore, it includes conversation modules that can be shared with clients, addressing critical topics such as capital needs, debt structuring, liquidity issues, market trends, and transaction banking services, which cultivates richer and more informed dialogues. Ultimately, i2i Logic stands as a vital resource, empowering financial professionals to base their decisions on solid data and analytics, thereby driving better outcomes in their strategic initiatives. This comprehensive tool not only enhances understanding but also encourages proactive engagement with clients, fostering long-term relationships.

G-CLIP is a sophisticated, cloud-driven platform designed for corporate clients of financial institutions, enabling them to effectively track cash balances across multiple subsidiaries and currencies, while also assisting in the strategic allocation of those funds into various cash-equivalent investments such as money market funds and time deposits. Beyond merely facilitating investments of surplus cash in approved avenues, G-CLIP offers essential insights into risk exposure through a user-friendly analytics suite. Created by FO2, this platform is built on a comprehensive understanding of client needs, product essentials, regulatory environments, and market trends, all of which work together to improve liquidity and enhance transparency within a single, accessible liquidity portal. Additionally, G-CLIP can act as an independent, turnkey solution or integrate effortlessly with other FO2 modules, thereby enriching user experience and elevating the operational efficiency and return on investment for financial institutions. This adaptability empowers institutions to customize their services, ensuring they can meet the evolving needs of their clients effectively and efficiently. As a result, G-CLIP not only helps in optimizing cash management but also contributes to a more robust financial strategy overall.

Strengthen your client relationships by engaging meaningfully and demonstrating authentic interest in every conversation. Zocks effortlessly collects vital personal and financial information from client interactions, eliminating the need for audio recordings and integrating seamlessly with your CRM to enhance follow-up tasks, communications, and workflows. With Zocks, every important detail from your discussions is automatically recorded, regardless of whether they take place in person or online. The platform provides real-time analysis of conversations, ensuring that essential insights regarding your clients' financial situations, investment goals, and key life events are accurately captured. This comprehensive approach guarantees that you always have access to significant personal and financial information, enabling you to deliver customized support and build stronger, more meaningful relationships with your clients. By prioritizing this level of engagement, you not only enhance client satisfaction but also encourage long-term loyalty and trust.

Yodlee, a global leader in financial data connectivity and analytics, empowers banks, fintechs, and enterprises to harness the full potential of open finance. With over 601 million connected accounts, 19,000+ data sources, and 91% direct connections, Yodlee offers the industry’s most comprehensive and accurate view of consumer financial behavior. The platform’s core strength lies in transforming raw, permissioned financial data into actionable insights that enhance decision-making, personalization, and customer engagement. Its modular suite of products—covering personal finance, wealth management, lending, payments, and business financial management—gives organizations the intelligence to innovate and scale responsibly. Through AI-powered analytics, Yodlee delivers predictive insights that drive smarter credit decisions, frictionless payments, and more meaningful financial experiences. Its Open Finance APIs enable secure, compliant data exchange, helping financial institutions adapt to regulatory changes while expanding digital capabilities. Trusted by market-defining leaders such as PayPal, Fifth Third, and JPMorgan Chase, Yodlee stands as the foundation of digital transformation in modern finance. The platform’s FastLink technology ensures seamless account aggregation and onboarding, while its Trust Center reinforces enterprise-grade data protection and transparency. With over 25 years of proven innovation, Yodlee continues to bridge the gap between financial data and actionable strategy. By enabling organizations to connect data, activate insights, and drive measurable growth, Yodlee defines what’s next for intelligent finance.

Next Best Action stands out as a powerful AI-driven recommendation system embraced by top-tier banks and insurance companies across the globe, continuously adapting through an extensive array of client engagements, customer data, and diverse financial products. It addresses the need for personalized customer experiences throughout various life stages, ensuring smooth omnichannel digital interactions. ABAKA accelerates the digital transformation journey with its cloud-based Enterprise SaaS solution, equipped with a diverse set of customizable applications. This cutting-edge platform is designed to integrate effortlessly with a client’s internal workflows, operational protocols, and customer engagement strategies, leading to improved digital interactions and increased revenue opportunities. Additionally, it provides advanced customer analytics and timely suggestions, enabling financial institutions to predict which messages and content will be most impactful, thereby enhancing customer interaction, loyalty, product uptake, and prospects for upselling. Consequently, organizations can elevate their service offerings while fostering a more engaging and responsive environment for their customers, ultimately leading to long-term success and stronger relationships. By focusing on these aspects, businesses not only meet current demands but also set a foundation for future growth and innovation.

rgOne, developed by Redpoint Global, is an all-encompassing solution that offers a unified platform for connecting customer data and executing marketing strategies with ease. This integration allows your customers to experience real-time, deeply personalized interactions, meeting their expectations seamlessly. By collecting comprehensive insights about every customer, you can create a precise and current Golden Record. This enables you to design customized offers, communications, and actions that resonate with each customer's unique situation and timing. Maintain a consistent and tailored experience across all touchpoints with your clientele. Our flexible cloud framework and open garden approach place you in control of the entire process. This implementation not only aligns with your organizational goals but also meets your security needs effectively. Shift from generalized marketing tactics to personalized, one-on-one engagement strategies in real-time. With rgOne's outstanding capabilities in customer data management, automated machine learning, and intelligent orchestration, you can fully leverage your marketing initiatives to foster meaningful engagement. Consequently, your business can strengthen its customer relationships, leading to improved overall performance and success. In addition, by using rgOne, you can stay ahead of the competition in a rapidly evolving market landscape.

We are revolutionizing the financial technology landscape to create a more inviting atmosphere. The era of demanding 'digital transformation journeys' that necessitate total overhauls is behind us. Instead, we present a low-code, plug-and-play framework that ensures our solutions can be rapidly implemented to meet your specific requirements. Our goal is to empower banks and insurance firms to focus on their customers by delivering innovative products and solutions tailored to modern needs. Today's consumers expect not only seamless interactions and user-friendly interfaces but also intuitive data flows, all while preserving a personal connection. Financial institutions are increasingly recognizing the value of treating their customers as unique individuals rather than mere clients. While this transition may pose challenges, FintechOS provides a flexible data core capable of integrating various data points from both internal systems and external sources, positioning you to excel in data-driven decision-making and tailored customer experiences. By adopting this methodology, organizations can cultivate enduring relationships with their clients and enhance loyalty in an ever-changing marketplace. Ultimately, this evolution in approach is essential for thriving in the competitive financial sector.

SellitPics is a groundbreaking cloud-based solution that automates the creation of personalized image messages, significantly enhancing client acquisition and boosting sales on platforms such as Facebook, LinkedIn, email, and landing pages. This tool simplifies the crafting of dynamic images, making it easier than ever to engage potential clients. By utilizing SellitPics, users can potentially receive up to three times more responses and achieve a remarkable 325% increase in conversions, leading to higher sales from each communication sent. It serves as the perfect answer for consistently transforming outreach into measurable success. Research shows that agencies and service providers achieve better results when prospecting directly through LinkedIn and Facebook rather than using other strategies. For agencies, service providers, and business clients alike, successful direct outreach can significantly enhance a company's growth trajectory, as landing just one ideal client can lead to extraordinary development. To maximize your outreach, consider targeting both local and global businesses that fit your service offerings, and remember to consider the competitors of your current clients; they might prove to be valuable additions to your prospect list. Expanding your outreach strategy and focusing on a diverse target list can pave the way for new opportunities and greater achievements in your marketing campaigns. Ultimately, the more you diversify your approach, the more likely you are to uncover fresh avenues for success.

Boost consumer interaction and equip them with valuable insights through customized messaging and individualized product suggestions, which ultimately enhances conversion rates. Our GenAI-powered customer data platform empowers every team member in your organization to perform advanced data analyses for marketing strategies, customer segmentation, and monitoring of your clientele. By harnessing AI-driven insights from transactional data, we accurately assess the financial status of applicants, streamlining credit assessments and effectively overseeing the lending process. With a remarkable history of processing over 50 billion transactions, our AI technology is in a constant state of refinement and advancement. The accuracy of our industry-leading categorization establishes a benchmark that few can match. Additionally, we offer an exceptional first connection success rate of 98.2% alongside a 99.99% uptime service level agreement, ensuring that your customers enjoy a reliable experience, which allows you to focus more on growing your business. Utilizing these sophisticated tools not only helps you to gain a deeper understanding of your consumers' desires and preferences but also significantly enhances their overall satisfaction and engagement. This comprehensive approach ultimately leads to stronger customer loyalty and a more profitable business model.

The Agile Marketing Platform tailored for Financial Services Our services empower Financial Institutions to enhance customer connections, boost wallet share, and foster loyalty. We facilitate the seamless execution of personalized campaigns across multiple channels, all at scale. Prisma Campaigns serves as a smart omnichannel orchestrator, suitable for online banking, mobile banking, email, SMS, and various other platforms. By leveraging customer data, it enables Financial Institutions to launch targeted and personalized campaigns that resonate at every phase of the customer journey. Transform insights into action Strategically manage segmented real-time campaigns for optimal impact. Tailored 1-to-1 messaging Elevate conversion rates by providing messages that are both personal and contextually relevant. Comprehensive platform solution Manage all your communication channels—mobile, web, and email—conveniently from a single interface. Effortless integration process With our user-friendly SDK, you can be operational in just six weeks, ensuring a swift transition. #StayRelevant

Outdated marketing practices that lack effectiveness are becoming a thing of the past. Welcome a versatile, ready-to-use platform designed to effortlessly create cohesive, omnichannel experiences for customers at every stage of their interaction. Ai-Intelekt harnesses the power of hyper-personalization, prescriptive analytics, customer journey analytics, and closed-loop integration to enhance your marketing efforts. With hyper-personalization, brands can craft highly tailored customer experiences through synchronized, data-driven actions and campaigns. This platform allows you to monitor the entire journey of each lead and customer, giving you insights into their preferred communication styles, purchasing behavior, and overall profiles. By utilizing predictive analytics powered by genuine artificial intelligence (AI), you can effectively manage the lifetime value of your customers, with forecasts grounded in behavioral insights and past sales trends. This proactive approach ensures that your marketing strategies are not only adaptable but also highly effective in meeting individual customer needs.

ADARA Cortex signifies a groundbreaking evolution in our array of data solutions, delivering essential insights into traveler behavior that empower hyper-personalization in all digital marketing efforts. This cutting-edge platform leverages real-time travel intentions and consumer preferences gathered from a vast network of over 850 million active traveler profiles within ADARA’s Data Co-op, emphasizing interactions that extend beyond the immediate reach of your brand. By enhancing digital marketing initiatives, ADARA Cortex significantly boosts return on investment across various consumer engagement platforms, such as programmatic advertising, search engines, social media, television, email campaigns, and websites. As a prime example, one major airline employed ADARA's data to enhance the efficiency of its bidding strategies in paid Google Search campaigns, leading to an impressive 29% decrease in cost-per-acquisition and an astonishing 95% increase in click-through rates for unbranded search terms. Additionally, ADARA Cortex provides a personalized data experience through the Cortex Catalog, a user-friendly self-service platform designed for users to discover, evaluate, and activate the data sets that align with their unique needs. This comprehensive approach to data application not only simplifies marketing strategies but also equips brands with the tools necessary to effectively seize new travel trends. Ultimately, ADARA Cortex sets a new standard in the industry by merging advanced analytics with actionable insights.

Presenting the most advanced fintech platform designed for forward-thinking innovators. If you have a revolutionary concept, we offer the essential tools to turn it into reality. Our flexible digital finance software-as-a-service (SaaS) allows you to quickly launch and profit from new solutions customized for your customers. You can choose from Toqio's wide range of services, including cards, financing products, and bank accounts, to craft a unique market offering. Whether you decide to use our pre-integrated fintech and financial service partners or prefer to integrate your own solutions into the Toqio ecosystem, the choice is yours. Our white label SaaS platform gives you the freedom to present your brand with a tailored aesthetic and user experience that embodies your vision. Toqio takes care of hosting and managing all applications, providing clients with access to our ongoing stream of innovative products. The process of developing your new financial application becomes simple, speedy, and cost-effective. With our readily available fintech SaaS platform and marketplace, innovation has never been more attainable. You now have the opportunity to access a comprehensive suite of products needed to rival major players in the fintech sector and turn your visionary ideas into tangible outcomes. This platform not only enables creativity but also fosters collaboration and growth within the fintech community.

Alpha provides AI-driven summaries and insights into the financial assets that are most important to you. To take advantage of this feature, simply click the Alpha button found at the bottom of any news alerts sent to your email. In addition, Alpha is now available on every asset page within Public, enabling you to ask questions and make well-informed investment decisions supported by precise financial information. Experience how Alpha can enhance your investment research by offering instant access to a stock's financial fundamentals. You can also filter bonds to match your unique investment needs and receive earnings call summaries immediately after they occur. Grasp the factors influencing unusual price movements for the assets you track, while staying informed about the market's top movers, both rising and falling. Public users can access Alpha for free as part of their investment experience. Furthermore, you have the option to download the Alpha app to curate a personalized watchlist of assets. By synthesizing financial data and enriching it with contextual insights, Alpha delivers this information through an engaging and user-friendly natural language interface, simplifying the navigation through the complexities of financial markets. With Alpha at your side, you are equipped to make informed and confident investment choices. Moreover, this service continually evolves to adapt to emerging market trends, ensuring you remain ahead in your investment strategy.

Enhance your marketing strategy by reducing dependence on multiple platforms, allowing for effective management of your digital channels while delivering exceptional user experiences consistently. Personalize user interactions by effectively segmenting your audience and offering them tailored content at the ideal time and place, achieving true hyper-personalization. Our platform, built upon trustworthy open-source technologies, facilitates rapid development and easy integration with third-party services. Create a unified brand presence across your digital ecosystem, which includes websites, mobile applications, voice interactions, and various marketing channels. With our advanced component-based content management system, you can oversee every element of the user experience. Identify the key elements that drive user engagement, leading to increased revenue and the achievement of other crucial objectives. Convert potential customers into actual sales with responsive designs, fast loading times, efficient one-page checkouts, and a host of features designed to enhance your financial performance. By adopting this comprehensive strategy, you not only transform your digital approach but also position your business for considerable growth in the competitive landscape. Ultimately, this methodology can empower your brand to thrive in an ever-evolving market.

Frizbit serves as a comprehensive Marketing Orchestration Platform that assists marketing teams from online transactional businesses in re-engaging their customers on their websites. This innovative platform enables internet companies to deliver tailored and optimized engagement messages to users, leveraging automated and highly personalized communications that respond to user activities on both mobile devices and desktop computers. Marketers can craft automated messages that cater to various stages of the customer journey, including scenarios like cart abandonment and product retargeting. These customized communications can be disseminated across multiple channels, such as web push notifications, SMS, and email, and can also integrate with other platforms like Facebook Messenger, WhatsApp, or Slack through webhooks, effectively functioning as retargeting campaigns without the need for ads. By utilizing Frizbit, businesses can reclaim lost conversions, boost their revenue streams, enhance user retention, and ultimately increase the lifetime value of their apps or websites. This strategic approach not only improves customer engagement but also fosters a deeper connection between brands and their audiences.

Redtail CRM provides essential features designed to enhance client relationships, boost revenue and profitability, minimize client loss, and foster better team collaboration. Its seamless integration with other widely-used tools in the financial services sector ensures uniform data entry across various platforms, effectively reducing the need for duplicate data entry. Offered as a subscription service, Redtail is billed based on the database rather than the number of users, allowing up to 15 users per database at an affordable monthly fee. We recognize that some offices may face challenges when it comes to adopting a CRM system, which is why Redtail aims to simplify the process. Additionally, the user-friendly interface is tailored to support teams in adapting quickly and efficiently.

HCL Unica is a powerful, AI-enhanced marketing platform designed to meet all the requirements of enterprise-level marketing. It enables marketers to plan, execute campaigns, and personalize interactions in real-time, all while benefiting from sophisticated automation capabilities. The platform accommodates a wide variety of channels, such as email, SMS, WhatsApp, social media, direct mail, kiosks, and ATMs. Unica also boasts remarkable scalability and adaptability, allowing it to be deployed either in the cloud or on-premises, and it seamlessly integrates with pre-existing marketing technologies. With its extensive suite of features, Unica delivers superior solutions for managing campaigns, orchestrating customer journeys, segmenting audiences, and providing omnichannel personalization, which collectively facilitates hyper-personalized and data-driven marketing efforts at scale. Moreover, the platform's user-friendly interface ensures that marketers can easily navigate its capabilities and harness its full potential for their campaigns.

Parafin provides a vital connective structure that bolsters and maintains financial services. Our services encompass a wide range of areas, including sourcing, underwriting, origination, servicing, compliance, and risk management. We initiate our process with outstanding underwriting methodologies. By leveraging sophisticated machine learning algorithms, we evaluate data from millions of businesses across various sectors to determine eligibility for offers and enhance the experience for merchants. Moreover, we have crafted a polished, white-labeled user interface that integrates seamlessly with your existing platform. We take on the associated risks and ensure that our offerings comply with numerous government regulations. Navigating the complexities of capital markets on your behalf guarantees a streamlined operational process. Our partnerships with leading financial institutions such as Jefferies and Silicon Valley Bank enable us to maintain a steady flow of funds to support your merchants effectively. Rather than just offering a framework, our comprehensive solution provides a fully-fledged financial services program tailored to your specific requirements. Ultimately, we empower businesses with streamlined access to capital and compliance, which significantly improves their functionality and presence in the market. This holistic approach not only meets immediate financial needs but also fosters long-term growth and sustainability for our clients.

Experian’s Partner Solutions offer businesses the opportunity to provide tailored, AI-powered financial services that promote consumer engagement and trust. With their suite of tools, businesses can help customers monitor and protect their credit and identity, while also providing them with essential financial planning and budgeting tools. By using Experian’s powerful APIs, businesses can easily integrate these services into their existing platforms or create custom portals to deliver a branded experience. In addition to credit monitoring, Experian’s solutions include digital privacy protection and data breach resolution, ensuring that consumers' personal information remains safe and secure. By offering these services, businesses not only attract new customers but also foster long-term loyalty and satisfaction through proactive financial support.

Our innovative solution empowers telecommunications companies and e-money-licensed firms to provide a range of financial services and payment options to their customers. The MFS platform not only generates additional revenue streams but also enhances customer loyalty significantly. Furthermore, it plays a crucial role in reaching individuals who are underbanked or completely unbanked. Specifically tailored for telecommunications providers adhering to PSD2 licensing requirements, this platform is at the forefront of a financial technology revolution. By leveraging mobile financial services, telcos can cultivate a steady and resilient user base while offering various services, including direct carrier billing, utility payments, and merchant transaction capabilities, among others. Although primarily centered around online transactions, it effectively draws in more offline partners, broadening its impact. Achieving financial inclusion remains a central objective for organizations like the Global Bank, aimed at serving the unbanked and underbanked populations. In this way, the platform not only facilitates commerce but also contributes to a more inclusive financial ecosystem.

Boost the effectiveness of your email and marketing campaigns by customizing them to meet individual preferences, which could potentially lead to a doubling of your response rates. By utilizing real-time data, you can precisely target customers based on their main interests, subsequently increasing your marketing revenue. Personalize assesses the online behaviors of each contact in your database to identify their primary interests. Our sophisticated AI technology evaluates various metrics, such as the duration spent on a webpage, frequency of visits, and recency of interactions, providing immediate insights. With Personalize, you can effectively identify what captures each customer's interest at any given moment, allowing you to showcase the most relevant products or services right when they are most needed. This targeted approach not only enhances your sales and marketing strategies but also amplifies the revenue potential from your current customer base, ensuring that every outreach is impactful and significant. Ultimately, embracing this level of personalization can transform your marketing efforts into a more successful and engaging experience for your clients, fostering long-term relationships and loyalty. By prioritizing individual preferences, you can create a distinctive connection that resonates with your audience.

Mobiz is an innovative SMS marketing platform designed to enhance the effectiveness and adaptability of SMS marketing compared to traditional email methods. The user-friendly interface enables the creation of mobile landing page campaigns that not only engage customers but also optimize communication and drive conversions. By utilizing customer segmentation based on factors like location, gender, and demographics, Mobiz allows users to send tailored SMS landing pages. Additionally, the platform offers the flexibility to establish custom filters and manage account balances. When campaigns are personalized using customer insights, they can significantly boost engagement levels. Our platform is intuitive, requires no coding, and is packed with features that enhance user experience. Furthermore, leveraging your customer database allows for the crafting and distribution of dynamic, personalized landing pages, which can lead to higher e-commerce engagement and improved conversion metrics. The power of SMS delivery lies in its ability to broaden your reach while enhancing conversion rates. With the advent of SMS and personalized landing pages, mobile marketing is on the brink of a major transformation, as these messages are typically consumed within 3 minutes and boast an impressive 98% open rate, making them an invaluable tool for marketers. Embracing this technology could redefine how businesses connect with their audience.

The finance sector has long been known for its hesitance to embrace innovation and move away from conventional methods of operation, but we aim to accelerate this evolution. Our goal is to empower the trailblazers who are shaping the future of finance by leveraging advanced data technologies. This involves automating the data supply chain with state-of-the-art infrastructure and machine learning capabilities, providing high-quality data through innovative tools tailored for developers and engineers, and ensuring that this data reaches those who are ready to disrupt the status quo. If you are on the verge of creating something groundbreaking, we are here to support your journey—discover what it means to be #PoweredbyIntrinio. Our Equity Data packages offer a vast array of US company fundamentals and stock market information that caters to various business needs and financial capacities. Additionally, our Options service provides fast, straightforward, real-time stock option pricing data, enabling users to harness Intrinio's robust infrastructure to access precise options data without the expenses and delays associated with direct OPRA connections. Furthermore, Intrinio offers a thorough global set of consensus ESG ratings developed by CSRHub, allowing you to enhance your expertise in ESG, compare your firm's ratings against competitors, and furnish your clients with the vital ESG information they require. In this fast-evolving landscape, we are committed to ensuring that you have the tools and data necessary to stay ahead.

Elevate your customer engagement by creating highly customized, multi-channel experiences that resonate with individual preferences. As a staggering 72% of consumers now prefer personalized marketing, traditional blanket approaches have become ineffective. SmarterHQ streamlines the challenge of meeting the distinct demands of each customer at scale. Navigating the complexities of effective automation for tailored personalization often proves difficult, especially when coordinating with internal teams, diverse data sources, and multiple channels of interaction. This is precisely where our specialized knowledge becomes invaluable. Our clients experience an exceptional average increase of 202% in customer identification and outreach by capturing previously anonymous visitors without necessitating a login. Built on a robust Customer Data Platform (CDP) framework, our solution prioritizes customer identity resolution, allowing us to integrate vital online and offline data into a unified perspective for each customer, no matter how they engage with the business. Furthermore, our intuitive marketer interface facilitates the precise identification of target audiences based on product interactions, traffic sources, engagement levels, and insights driven by AI, making it easier to ensure your marketing strategies are not only effective but also efficient. By harnessing these advanced capabilities, businesses can dramatically enhance their marketing approaches and foster greater customer loyalty over time, ultimately leading to sustained growth and success.

Understanding your clients is essential for ensuring their satisfaction, and Jinnee plays a pivotal role in this by collecting and analyzing inquiries to provide vital insights into their preferences and needs. As an ever-evolving tool, Jinnee continually improves its functions and adapts to better assist you in your tasks. You can track the progress of Jinnee's learning over time, customize its responses, and even create new strategies based on the trends it identifies. Acting like a virtual financial advisor, Jinnee is ready to cater to your clients’ diverse requirements, allowing them to ask questions and receive prompt answers within seconds. With Jinnee on board, you can eliminate the necessity of staying online to check previous months' dining expenses. Whenever you seek expert advice on saving tactics, deposit choices, enhanced budgeting, or related financial topics, Jinnee will offer tailored solutions and product recommendations. This cutting-edge method not only guarantees that your clients receive prompt support but also allows you to concentrate on other critical tasks, ultimately improving your efficiency and service quality. By utilizing Jinnee, you can elevate the overall experience for your clients, ensuring they feel valued and understood.