Pricing

We can offer affordable pricing compared to our competitors as we do not have expensive salespeople who will re-sell products that you don’t need. We would rather let you try our product free of cost, and you pay only if you are satisfied at the end of the free trial. Publishers and Influencers: calculate your earning potential.

60 day free trial. No credit card required.

Pre-qualified leads are priced based on the investable asset of the prospects. Reach out to learn more.

Free Trial

Price

$0/mo

Features

  • Unified Customer Profile View
  • Customer Experience Automation
  • Financial Calculators with Lead-gen Automation
  • Engagement Builder with Automation Templates
  • 2K Contacts
  • 5X Email Send
  • Unlimited Landing Pages
  • Unlimited Email Templates
  • Audience Segmentation
  • Web Analytics
  • Tags and Events
  • UTM Builder, Goals, and Customer Journey
  • Deals, Tasks, Notes, and Pipeline Management
  • Lead Activity Tracking
  • Up to 5 Users
Essential

Price

$300/mo
billed upfront at $3,600/yr

100
Contacts

Features

  • All Free Trial Features
  • Up to 5 Financial Blogs (3500+ to choose from)
  • 10X Email Send
  • Compliance Workflow
  • Dedicated IP for Email Send
  • IP Warming for Email Send
  • Up to 10 Users. Additional Users as you Scale.
  • 24/7 Tech Support
Enterprise

Features

  • All Essential Plan Features
  • Core Banking Integration
  • AI Moments of Truth
  • Life and Financial Events
  • FICO Score Tracking and Credit Inquiries
  • Fintech Apps
  • On-Premise Hosting
  • Send additional emails at $25/100K emails per month.
  • Additional users for $10/user/month.
  • Additional IP for $50/IP/month.
  • Additional blogs for $15/blog/month.
  • Additional marketing and content strategy consulting options are available.