Fintech

In a regulated business, the audit trail is the feature

You need to be able to say, months later, who was contacted, on what basis, with what disclosure, and what happened when they asked to stop. That is a data model question, and it is answered at the write rather than reconstructed from logs.

Talk to sales See pricing

3: Inputs to every gate verdict
0: message content in operational alerts
Daily: Retention purge

What actually goes wrong

Three ways this fails, and none of them is the software

Marketing consent is not one thing

It varies by jurisdiction and entity type, and a single global toggle is a wrong answer everywhere.

Deletion requests arrive without warning

And you have to be able to prove what was deleted.

Tooling logs the wrong thing

You get delivery events and no provenance.

What answers it

Mechanisms, not reassurance

Each of these is a thing the product does, linked to the page that describes how.

The verdict is per row, on three inputs

Jurisdiction, entity type and lawful basis. Computed for each send rather than assumed for a campaign.

The pre-send gate

Provenance is a field, not a log line

Source system, collection method and collection date, queryable per contact.

The pre-send gate

Limited operational reporting

Operational alerts use event codes and identifiers. Model inputs can include contact details and conversation content; review the documented provider controls.

The pre-send gate

A week, from the outside

Nobody logs in. It still runs.

Every contact carries where it came from and when.
Every send carries a verdict and an unsubscribe URL, enforced by the database.
Suppression at platform scope, exempt from every purge.
Retention computed from collection, purged daily.
Audit log across membership and connector changes.

GTM

MWMy workspaceworkspace

DemandSearch/14,208

Demand HubResponsesCampaignsAudiencesTemplatesSequences

This week you reached 214 new contacts and received 9 new responses across 3 active campaigns.

Now

In queue now

Active sequences

412

Sent today

Emails

127

Connection requests

LinkedIn messages

Active campaigns

Series-A fintech opsAutopilotBook a meeting6 responses

42 sequences running, 10 new this week across 3 senders.

Rev-ops hiring triggersAutopilotBook a meeting2 responses

18 sequences running, 6 new this week across 2 senders.

Webinar. AttributionSupervisedRegistration1 responses

9 sequences running, 4 held for review.

Start with onboarding

Usage funding

From $250/month

One-time onboarding is $2,000 or $5,000. Your monthly funding becomes credits, and unused purchased credits roll over.

See pricing How credits work

Monthly minimum: $250, fully converted into credits
Data credit: $0.01
Action credit: $0.0025
Unused purchased credits: Roll over

Other industries

See all

B2B SaaSSell to the team that is already hiring for the problemOpen Professional servicesRelationship-led outbound that does not read like a blastOpen Staffing & searchTwo-sided outreach, one motion, one inboxOpen Developer toolsReach engineers without sounding like a sales toolOpen B2B commerceWholesale, supply and partnership outreachOpen

FintechUsage funding plan

Built for fintech, with access by waitlist

Describe the company, confirm the keywords, connect a channel. There is one preview and then automatic sending in Autopilot, with approval available in Supervised mode.

Talk to sales See pricing

Start with sales. $2,000 or $5,000 onboarding, then at least $250 monthly credit funding.