Compliant Marketing for Financial Institutions
Launch personalized campaigns across banking, insurance, and fintech while maintaining 100% regulatory compliance. Build trust and drive growth with AI-powered marketing designed for financial services.
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Built-In Regulatory Compliance
Navigate complex financial regulations effortlessly. Our platform ensures every campaign meets FINRA, SEC, GDPR, and industry-specific compliance requirements automatically.
Automated Compliance Checks
Real-time validation ensures all marketing materials meet regulatory standards before publication.
Multi-Jurisdiction Support
Stay compliant across different regions with automatic regulatory rule updates and enforcement.
Audit Trail & Records
Complete documentation and audit trails for regulatory reviews and compliance reporting.
Segment and Personalize at Enterprise Scale
Deliver relevant financial products and services to the right customers at the right time. AI-powered segmentation and personalization that respects privacy and builds trust.
Advanced Segmentation
Create sophisticated customer segments based on financial behavior, lifecycle stage, and product affinity.
AI-Driven Personalization
Tailor messaging, offers, and timing to individual customer needs while maintaining compliance.
Cross-Product Marketing
Identify cross-sell and upsell opportunities across banking, insurance, and investment products.
Enterprise-Grade Security & Privacy
Protect sensitive financial data with bank-level security. SOC 2 Type II certified infrastructure with advanced encryption, access controls, and data governance.
Bank-Grade Encryption
End-to-end encryption for all customer data, both in transit and at rest, meeting the highest security standards.
SOC 2 Type II Certified
Independently audited and certified security controls that meet financial industry requirements.
Granular Access Controls
Role-based permissions and audit logs ensure only authorized personnel access sensitive data.
Launch Compliant Campaigns in Three Simple Steps
Get started with compliant financial marketing in minutes, not months.
Connect Your Data Securely
Integrate customer data from your CRM, core banking systems, and marketing platforms with enterprise-grade security.
Create Compliant Campaigns
Design personalized campaigns with built-in compliance checks. Our AI ensures every message meets regulatory requirements.
Launch and Optimize
Deploy campaigns across channels instantly. Monitor performance and optimize with real-time analytics and A/B testing.
Ready to modernize financial marketing?
Join leading banks, insurance companies, and fintech firms using Zocket Enterprise to drive growth while maintaining compliance. Get a personalized demo today.
Schedule Demo