About Spotzee

Compliance-First Marketing Automation for Financial Services

Founded in 2010, Spotzee is built for regulated financial services. Mid-market firms get compliance automation and financial data triggers that enterprise platforms charge £75K+/yr for — starting from $500/month.

Multi-regulator coverage across FCA, FINRA, SEC and MiCA. Financial data enrichment from Red Flag Alert, Creditsafe, Companies House and Experian. Fully managed service available for firms without marketing teams.

No contracts. Cancel anytime.

Our Story

From Digital Agency to Financial Services Specialist

Spotzee started life as Jonah & Associates in 2010. Our early work with financial services clients quickly revealed how badly generic marketing platforms served regulated industries — banning content, offering no compliance workflows and providing zero audit trails.

Mid-market firms were stuck between platforms that actively block financial content (Mailchimp, Klaviyo) and enterprise solutions priced at £75K+/yr (Salesforce Marketing Cloud, Total Expert). Spotzee was built to fill that gap.

Today we serve commercial finance, insurance, banking, wealth management and crypto firms across the UK, US and EU. Compliance, financial data triggers and managed services are built in — not bolted on.

Our Expertise

Built by People Who Understand Regulated Industries

Regulatory Knowledge

FCA, FINRA, SEC and MiCA compliance designed into platform architecture — not bolted on as an afterthought.

Financial Data Engineering

Native integrations with Red Flag Alert, Creditsafe, Companies House and Experian for real-time financial data triggers.

Deliverability Expertise

Financial content sees 80% inbox rates — the lowest of any industry. Dedicated warming, content scoring and domain management built in.

Multi-Channel Automation

Email, SMS and push with compliance workflows, pre-approval and WORM archiving on every channel.

Managed Campaign Delivery

Strategy, copywriting, compliance review and sending for firms without dedicated marketing teams.

Enterprise Security

Private deployment, WORM-compliant archiving and data residency controls for firms with strict infrastructure requirements.

What makes Spotzee different?

No Vendor Lock-In. Ever.

Use SendGrid, Postmark, Twilio or any provider you prefer. Switch based on deliverability, cost or compliance needs without touching your campaigns. Zero lock-in, regardless of your industry.

8–60x Cheaper Than Enterprise.

Salesforce Marketing Cloud runs $75,000–$300,000+ per year. Total Expert sits around $320,000/yr. Spotzee starts at $500/month with the same compliance and automation capabilities. Or start free on our Starter plan with your own providers — no minimum spend.

Commercial Finance

Insurance

Banking

Wealth

Crypto

Compliance That Accelerates, Not Blocks.

Pre-approval workflows send content to your compliance team before anything goes live. Risk warnings get inserted automatically, WORM archiving keeps audit trails intact, and regulator-ready exports are a click away. Compliance that keeps pace with your campaigns.

Technical Support, Not Ticket Queues.

Email, chat or video call. You talk to the people who built the platform, not outsourced support reading scripts. Same-day resolution, and we'll jump on a call for complex integrations.

Multi-Regulator. Multi-Jurisdiction.

FCA, FINRA, SEC, MiCA: one platform for every regulator and geography. Region-specific templates, localised risk warnings and jurisdiction-aware approval workflows all come standard.

Multi-jurisdiction compliance management