Solutions Directory

At Brandex Financial we understand financial markets in depth. Whether you are launching a new innovation, re-positioning your business or elevating your brand, we can help ensure the right audience hears your voice.

We are a highly specialised team of marketing and PR professionals committed to raising the voices of FinTech companies.
We raise the profile of financial brands by developing and executing media and marketing strategies across web, print, video, social and industry events.
We have lived the technological and regulatory revolution that changed our industry. Our grasp of the market runs deep, having gained the perspectives of traders, investors and treasurers.

Chartis Research is the leading provider of independent research and analysis on the global market for risk technology. Chartis analyses the systems, products, vendors, applications and trends in the risk technology marketplace. Chartis helps clients make informed technology and business decisions by providing in-depth analysis and advice on all aspects of risk technology. Our intelligence supports our clients as they seek to improve performance through risk management, corporate governance and compliance. Alongside our extensive library of thought-leadership subscription reports, we also offer a range of services designed to help you maximize your market impact.

In 2019, Chartis strengthened its coverage in wealth and asset management adding senior researchers and advisors. Wealth management themes include investment advisory distribution and technology across the spectrum of providers. Asset management coverage delves into the redefinition of this industry given the evolving changes in investments and the capital markets, exploring all aspects of the investment lifecycle and relevant technology.

As a collective of visionary thinkers and pragmatic doers, we focus on solving the biggest challenge facing CMOs – unlocking value from Marketing investment. We’ll transform your Marketing activities into agile, demand-focused programs that run efficiently and deliver measurable return on investment.

We collaborate closely with you, providing best practice consulting, technical platform deployment, integration and outsourced Marketing Operations services. Through our suite of services, we’ll help you drive effectiveness, ensure efficiency and prove the value of Marketing by aligning Marketing Operations with business performance.

Cvent, Inc. is a leading meetings, events, and hospitality management technology provider with more than 4,000 employees, 27,000 customers, and 300,000 users worldwide providing one engagement platform for every one of your events whether in-person, hybrid or virtual. Cvent is headquartered in Washington and has offices worldwide, including London, Frankfurt, Melbourne, Singapore, Dubai and India. Cvent offers software solutions to event organisers and marketers for online event registration, venue selection, event management and marketing, onsite solutions, and attendee engagement enabling optimisation of the entire event management value chain enabling our clients around the world to manage hundreds of thousands of meetings and events.

The Cvent Hospitality Cloud partners with hotels and venues to help them drive group and corporate travel business. Hotels use the Cvent Hospitality Cloud’s digital marketing tools and software solutions to win business through Cvent’s sourcing platforms and to service their customers directly, efficiently, and profitably – helping them grow and own their business.

Companies have a definitive need for revenue operations (RevOps), but many SMEs cannot afford to hire a full-time specialist. Setting up the RevTech stack needed to run a tight revenue operations strategy is highly specialized. The data setup and analysis are even more so.

RevOps can be defined as the intersection of people (your marketing, sales and customer success teams), processes (everything from data collection and analysis) and tech (your stack that comprises all of your software tools to convey your message). These three areas are foundational in RevOps.

A strong RevOps strategy is needed in the current business landscape. We like to think of Full Stack RevOps as the backroom hamsters, making everything possible for your marketing, sales and service teams to have the greatest success.

We are the experts in deploying RevTech stacks and providing useful and actionable marketing data so your team can perform optimally. We are here to increase your growth through useful information sourced from hundreds, if not thousands, of data points.

We streamline marketing, sales and customer experience operations through the intelligent and measured deployment of your stack and continued data feedback.

Many companies ask us if we can truly make a difference, and the answer is yes. By streamlining your processes, breaking down the silos between your revenue teams and collecting, visualizing and analyzing data, we can provide strategic advice to the C-Suite to take action and accelerate their revenue growth, build team morale and make the revenue lifecycle more transparent to all.

Gone are the days when marketing generates prospects, passes them to sales and forgets about what happens. This happens in the same way with customer experience; feedback needs to be given across all departments to build and grow your client base, new and existing.

Immediate Future turbocharges fintech brands’ social media impact, blending 20 years of expertise with a keen understanding of the financial landscape. We deliver bespoke, data-driven marketing strategies that not only resonate with your audience but also drive significant business growth. Our track record includes collaborations with leading names across sectors including Thomson Reuters, Bottomline Technology, HSBC, Google and many more – demonstrating our ability to elevate brands in the fast-evolving digital space.

Industry-Specific Social Insights: We dive deep into the fintech sector’s unique challenges and opportunities, leveraging this knowledge to craft campaigns that speak directly to your target market’s needs, behaviours, and pain points.
Data-Driven Strategies: Our approaches are rooted in data, ensuring that every decision, from content creation to platform selection, is informed by analytics and aimed at maximising engagement and conversions.
Cutting-Edge Creativity: In a sector driven by innovation, our content stands out. We produce thumb-stopping creative that not only captures attention but also communicates complex financial concepts in accessible, engaging ways.
Optimised Paid Performance: Fintech’s competitive landscape demands smart investment in paid social. We optimise your ad spend to target and retarget the most relevant audiences, enhancing lead generation and conversion rates at a lower cost.
Measurable ROI: We focus on delivering tangible results. Through detailed tracking and analysis, we provide clear evidence of how our strategies translate into growth for your brand, from increased brand awareness to direct revenue impact.

Immediate Future is the partner of choice for brands looking to disrupt the market, engage more deeply with customers, and drive measurable growth through strategic social media marketing.

Engage with us to see how we can transform your social media presence into a powerful engine for growth, innovation, and customer connection.

SkyParlour is a full service communications agency for FinTech. Formed in 2009, we are 100% focused on creating successful brands and influential leaders. We know that people don’t buy what you do, they buy why you do it – and that’s why our international payments, banking, cybersecurity and eCommerce clients can be seen improving the world around us.

We bring original thinking to thought-provoking media and content campaigns, while guarding and building the reputations of our FinTech clients. If you’re looking to make a positive difference to the world, you’ve found the right partner to help.

We are a specialist Financial Services and FinTech Marketing Agency enabling you to maximise visibility in your market and accelerate growth for your business by helping you to be visible, be found and be successful, using the right strategy and tactics to deliver the results you need.

No other provider has our level of experience and expertise in marketing for the Financial Services and FinTech sectors. Founded in 2002, our senior strategists have more than 30 years’ experience working in the financial markets sector. Our industry expertise, combined with our marketing skills, and extensive network, are unique in the industry.

The philosophy that underpins our approach and entire suite of services is ”persistent market communications”. We believe that consistent and regular communication is essential for brand awareness, lead generation, and building communities of interest comprising advocates, influencers and prospects.

We implement our proven methodology both for our clients and for ourselves.

The Wealth Mosaic (TWM) is quickly becoming the global wealth management industry’s definitive information and knowledge resource. It was founded in 2017 to close the knowledge gap between the evolving business needs of the wealth management community and the growing marketplace of solution providers.

It is centred on a curated online Solution Provider Directory, now numbering over 2,500 Business Profiles, almost 6,000 Solution Profiles and over 3,000 different types of Content including News & PR, Articles & Blogs, Research & Insights, Solution Information, Podcasts & Webinars, Videos & Video Interviews, and more.

Totem is a self-serve hybrid events platform that enables the creation of branded events from a 10 person meeting to a 10,000 attendee event, allowing you to build, run and monitor events using realtime control.

It’s a hybrid virtual events platform built by event people for event people, with data at its core. Using proprietary AI technology, the platform allows you to orchestrate your events, delivering live data analytics that provide unique event insights.

Via the mobile App or desktop platform, event attendees can view live presentation sessions, visit exhibitor and sponsor showcases as well as attend collaborative workshops and roundtables.

With interactive elements such as live polling and speaker Q&A, the ability to see who else is in the virtual room and at the venue, as well as connect, chat and book meetings with like-minded professionals, Totem brings the best of technology to both virtual and in-person hybrid events.

The University of East London has been pioneering futures since 1898: from the 2nd Industrial Revolution through to where we are now, the 4th. We are a careers-led university, dedicated to supporting our students to develop the skills, emotional intelligence and creativity needed to thrive in a constantly changing world.

London is moving east, and with campuses in Stratford and the historic Royal Albert Dock, we are at the heart of this industrial and creative shift which makes up a powerful global gateway.

University can be a life-changing experience, and we ensure that our students get the support they need along their journey. Our Career Zone has a dedicated Career Coaching team, as well as one to-one advice from our academic tutors, study skills sessions, mental wellbeing support, and peer advice from recent graduates to help students stay on track. We’ll advise and encourage them from the moment they apply to the day they graduate – and beyond.

Webeo is the leading B2B website personalisation software.

Our easy-to-use solution combines data from the largest global IP database, with intuitive and dynamic website personalisation software. This enables users to deliver exceptionally relevant online experiences to the right visitor, from their very first visit, all in real time. In fact, our clients in the software sector see an average conversion uplift of 275%.
Our code-free editor overlays your existing website, all without changing its base code, or having to worry about complex content management systems. A simple solution, with maximum results.

Wondrous specialises in helping B2B fintech marketers generate leads by creating captivating campaigns and visual communications. Whether you need fresh ideas that will get you noticed by your target audience, or perhaps an animated explainer video to bring your solution to life, or simply content design for always on campaigns, you have a partner in us.

We’ve been working with tech companies since our start, it’s what we do and know. From Fintech Unicorns to startups we have experience and knowledge to help you grow.