Finance & FinTech marketing suite
KYC-friendly, compliance-aware campaigns for banks, brokers, and FinTech
Marketing automation that respects KYC, AML, regulatory disclosures, and the trust your customers need to wire you their money.
0 issues
in compliance audits across pilot customers
6 frameworks
regulatory disclosure templates ready to use
34%
lift in KYC completion with our onboarding flow
What makes us different
Built for finance & fintech. From the data layer up.
Finance marketing is a tightrope: convert without overselling, comply without sounding bureaucratic, build trust without buzzwords. BorakDesk's KYC-aware journeys, regulatory disclosure templates, and high-trust messaging defaults give finance teams a platform they can actually point compliance at without flinching.
- ✓KYC-aware journey segmentation (pre/during/post verification)
- ✓Regulatory disclosure templates pre-built for major frameworks
- ✓Trust-tested copy patterns reviewed by compliance specialists
- ✓Audit trail on every send and segment
Day-one playbook
Your first afternoon on BorakDesk
- 1Connect your KYC provider — verification status syncs into contact records
- 2Use the bundled KYC-aware onboarding (pre-verify → post-verify → activation)
- 3Send your first compliant promotion with the disclosure pattern built in
- 4Pull an audit report for your next compliance review in 30 seconds
✓
Compliance built in
The finance & fintech compliance story
KYC/AML-aware journey segmentation, regulatory disclosure templates, compliance audit trail on every send.
Run your finance & fintech marketing on a platform that gets it.
14-day free trial. Full feature access. No credit card. Solution engineer walks you through the Finance & FinTech suite on day one.