Your Marketing Team or Ours. We Handle the Hard Parts
Most mid-market financial services firms hit the same wall. They need proper marketing automation but don't have the team to run it. Salesforce Marketing Cloud wants £75K a year and routes you through a consultancy like Deloitte before you send a single email. Mailchimp and Klaviyo? They actively restrict or ban financial content. So you're stuck between tools you can't afford and tools that won't let you send.
Spotzee gives you two options. Fully managed: we take care of everything, from strategy and campaign creation to compliance workflows, deliverability, and reporting. Or run campaigns yourself on our platform while we manage the infrastructure underneath (dedicated IPs, domain warmup, sender reputation, compliance configuration). Either way, you launch compliant campaigns in weeks. Not months.
Built for your needs
Features that drive results
Fully Managed Campaigns
Hand the keys over entirely. We write the copy, build the campaigns, manage the compliance workflows, and deliver the reporting. Your team approves content and reviews results. That's it. No hiring, no training, no six-month ramp-up.
Managed Infrastructure
Dedicated IP addresses, domain authentication, warmup schedules, reputation monitoring. All handled for you. Whether you send through Spotzee's own infrastructure or bring your existing provider, the technical plumbing stays out of your way.
Compliance Built In
FCA, FINRA, and SEC compliance workflows come configured and maintained as part of the service. Pre-approval routing, risk warnings, WORM archiving, consent management. Running from day one without your team lifting a finger.
Deliverability Optimisation
IP warmup, sender reputation management, inbox placement, bounce handling. Managed continuously. Financial services emails face stricter filtering than most industries, and we keep your messages landing where they should.
Reporting & Analytics
Campaign performance, deliverability metrics, compliance audit trails, engagement analytics. All delivered on a regular cadence. You see what's working and where the opportunities sit, without building dashboards yourself.
Provider Agnostic
Already invested in SendGrid, Postmark, or Amazon SES? Keep them. Spotzee sits on top of your existing sending infrastructure or provides its own. The managed service covers deliverability and reputation regardless of what provider runs underneath.
Dedicated Team
An account manager who knows your business. A deliverability specialist watching your sender reputation. A compliance advisor across your regulatory obligations. No shared support queue. A named team, accountable for your outcomes.
Strategy Consulting
Campaign strategy, audience segmentation, journey design, deliverability best practices, compliance setup guidance. We bring the marketing automation expertise. Your team focuses on the business context only they can provide.
Fast Time to Value
Skip the six-month hiring cycle and the twelve-month learning curve. Spotzee's managed service gets compliant campaigns live in weeks. You don't need to build a marketing team from scratch to compete with firms ten times your size.
How teams use Spotzee
Common use cases
Commercial Finance Firms
Small teams running invoice factoring, asset-based lending, or trade finance rarely have marketing headcount. The fully managed model puts automated outreach in front of prospects when credit scores shift or Companies House filings change. No new hire required.
Insurance Brokers
Brokers know their clients but typically lack marketing automation expertise. Managed services get renewal campaigns, cross-sell journeys, and compliance workflows running fast. What used to be a manual spreadsheet chase becomes automated retention that consistently beats 90%.
Wealth Managers & IFAs
Small practices need compliant client communications (market updates, portfolio reviews, regulatory notices) but can't justify a marketing hire. The fully managed model keeps clients informed and engaged while meeting FCA requirements. No extra overhead.
Banks & Credit Unions
Larger institutions often have some in-house capability but need help with the technical backbone. The platform with managed infrastructure model lets internal teams run campaigns while Spotzee handles dedicated IPs, deliverability, and compliance configuration.
Common questions
Frequently asked questions
All plans include