spotzee.com

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{"@context":"https://schema.org","@graph":[{"@context":"https://schema.org","@type":"Organization","name":"Spotzee | Marketing Automation for Financial Services","url":"https://spotzee.com","logo":"https://spotzee.com/logo.svg","sameAs":["https://x.com/spotzeemarketin","https://www.linkedin.com/company/spotzee-marketing"],"description":"Marketing automation built for regulated financial services. FCA, FINRA and SEC compliance, financial data triggers and managed services from $500/month."},{"@context":"https://schema.org","@type":"WebSite","name":"Spotzee | Marketing Automation for Financial Services","url":"https://spotzee.com","description":"Marketing automation built for regulated financial services. FCA, FINRA and SEC compliance, financial data triggers and managed services from $500/month."},{"@context":"https://schema.org","@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Why do platforms like Mailchimp and Klaviyo ban financial services content?","acceptedAnswer":{"@type":"Answer","text":"Generic marketing platforms restrict financial content because they can't handle the regulatory risk that comes with it. Mailchimp has banned crypto-related content since 2018, and Klaviyo restricts financial services, debt collection and lending under its acceptable use policy. These platforms don't have pre-approval workflows, risk warnings or WORM archiving, the things regulators like the FCA and FINRA actually require. Spotzee is built for regulated industries, so your campaigns stay compliant and your account stays active."}},{"@type":"Question","name":"What makes Spotzee different from Salesforce Marketing Cloud for financial services?","acceptedAnswer":{"@type":"Answer","text":"Salesforce Marketing Cloud is a powerful platform, but it costs $75,000–$300,000+ per year and needs dedicated administrators and implementation consultants to run. Spotzee delivers the compliance features financial services firms actually need (pre-approval workflows, WORM archiving, auto-inserted risk warnings) from $500/month. We also offer a fully managed service for firms without marketing teams. That's something Salesforce doesn't do."}},{"@type":"Question","name":"What financial data triggers does Spotzee support?","acceptedAnswer":{"@type":"Answer","text":"Spotzee connects to financial data providers including Red Flag Alert, Creditsafe, Companies House and Experian. Campaigns fire automatically based on real-world events: credit score changes, CCJ filings, director appointments, policy renewal dates, company financial health shifts. You reach prospects at the exact moment they need your services."}},{"@type":"Question","name":"How does Spotzee handle FCA and FINRA compliance?","acceptedAnswer":{"@type":"Answer","text":"Compliance is built into every stage of campaign creation. Pre-approval workflows send content to your compliance team before it goes live. Risk warnings are inserted automatically based on content type and jurisdiction. Every communication is stored in WORM-compliant archives with full audit trails, and regulator-ready exports are available on demand for FCA, FINRA, SEC and MiCA."}},{"@type":"Question","name":"What if my financial services firm does not have a marketing team?","acceptedAnswer":{"@type":"Answer","text":"Most mid-market financial services firms run lean. Spotzee's fully managed service means our team handles strategy, copywriting, compliance review and campaign delivery on your behalf. You get compliant, targeted campaigns without hiring a single marketer. The managed service starts from $2,000/month."}},{"@type":"Question","name":"Which financial services verticals does Spotzee support?","acceptedAnswer":{"@type":"Answer","text":"Spotzee covers the full range of regulated financial services: commercial finance and asset-based lending, insurance brokers and underwriters, retail and commercial banking, credit unions, wealth advisors and financial planners, plus cryptocurrency and Web3 firms. Each vertical gets tailored templates, compliance rules and data trigger configurations."}},{"@type":"Question","name":"Can I use Spotzee if I'm not in financial services?","acceptedAnswer":{"@type":"Answer","text":"Absolutely. Spotzee's Starter plan is a full marketing automation platform for any business — ecommerce, SaaS, creators, agencies. You get multi-channel messaging, journey automation, smart segments, generative AI and analytics. Financial services plans add compliance workflows and data enrichment. The core platform is the same."}},{"@type":"Question","name":"Does Spotzee work with Shopify?","acceptedAnswer":{"@type":"Answer","text":"Yes. Spotzee integrates directly with Shopify for product sync, abandoned cart recovery and purchase-based segmentation. Connect your store, build automated journeys triggered by customer behaviour and send personalised campaigns across email, SMS and push."}}]}]}