Specialising in technology and compliance support for financial services customer acquisition.
Our services ensure customer acquisition adheres to the UK’s compliance and regulatory framework requirements, including the FCA core principles and TCF (Treating Customers Fairly) policy, the ASA CAP codes and data protection and processing under GDPR & PECR
Technology APIs to ensure financial promotions are compliant and approved to FCA and ASA requirements
Screenshot and tracking of the exact website landing page and form used by the customer
Support and testing to ensure data policies are in line with GDPR including encryption and SSL
Using the latest tools and APIs to ensure the very start of the customer journey is compliant
Access to technical support for queries related to APIs, integrations, CRMs etc.
Access to support in setting up MI systems, improving contact rates etc.
Hoax, multiple submits, blacklisted or spam IP address, spam submissions, duplicate enquiries, we check for it all!
Experts on hand to audit and identify issues around conversion rate optimisation and user experience
Development and coding support for PHP, HTML, CSS, SOAP, REST API, HTTP, JSON, XML and more
We integrate with the following CRMs, APIs and many more including bespoke solutions to match your needs