Financial Services Software
Personalized LinkedIn Messaging and Automated AI-Backed Responses for Gmail, Outlook, Twitter, and LinkedIn
- Revenue
- $15M
- Customers
- -
- Year founded
- -
- Funding
- -
- Team size
- 10
- Location
- United States
Founded 2015
Find 20 competitors in the Financial Services Software. Compare other SaaS such as replyio.com, Verloop and Surfe. These eDaili competitors have raised $285.8M and together serve more than 18.3K customers and employ over 2.1K team members.
Financial Services Software
Personalized LinkedIn Messaging and Automated AI-Backed Responses for Gmail, Outlook, Twitter, and LinkedIn
Financial Services Software
Verloop is the world's smartest conversational marketing and sales platform. With Verloop bot, automate FAQs, build automated flows, capture leads and schedule meetings 24x7. Better than any form ever!
Financial Services Software
Surfe, originally launched as LeadJet in 2020, is a Paris-based connected revenue workspace that combines a Chrome extension, web platform, and API to link CRM systems with LinkedIn and other tools, enabling one-click contact capture, waterfall data enrichment, and conversation logging. Co-founder and CEO David Chevalier confirmed the company reached $15 million in annual recurring revenue in 2026, roughly doubling from $9 million in 2025 and $4.5 million at the end of 2024, representing approximately 100 percent year-over-year growth. The company bootstrapped for its first two years before raising a total of $10 million across a seed round and a pre-Series A from undisclosed European investors in 2022 and 2023. Surfe serves more than 10,000 paying customers and 50,000 total users, with its largest customer paying more than $1 million per year. Approximately one third of revenue now comes from API consumption, in-product usage credits, and MCP integrations, with the remainder from seat-based licenses. Surfe processes 50 million data points per year through a waterfall enrichment engine that aggregates 15 data providers. The company employs roughly 70 people, including a 20-person quota-carrying sales team, and has opened offices in Barcelona and New York in 2026 in addition to its Paris headquarters. US revenue accounts for 40 percent of total ARR.
Financial Services Software
Walnut offers a failure-free, codeless, and 100% customizable sales demo platform.
Financial Services Software
Provider of health plan product management services intended to offer healthcare compliance and insurance to the people. The company's services offer a human resource information management system and a technology enabled service that centralizes human resource content into a single managed repository to automate the human resource supplier management process, enabling clients to promote product customization at the point of sale at on-demand prices.
Financial Services Software
Developer of omnichannel cloud based contact center platform built to support calls, SMS, CRM integration and social messengers. The company's end to end cloud engagement platform helps businesses track their calls, offer two-way business texting to their prospects and route and distribute their calls to minimize customer wait time, enabling enterprises sales and support teams to built customer relationship and increase sales. Profitable!
Financial Services Software
Founded in 2017, Omnichat is an omni-channel chat commerce solution provider that centralises customers’ conversations from WhatsApp Business Platform, Facebook Messenger, Instagram, LINE, WeChat and website live chat into a single platform to enhance efficiency, increase sales revenue and drive conversion. Leveraging on our online-merge-offline(OMO) sales integration, gamified marketing automation, chatbots as well as customer service platform, Omnichat is committed to empowering brands to deliver personalised shopping experience and drive smart retail transformation. Headquartered in Hong Kong, with coverage in Taiwan, Singapore, Malaysia, Omnichat’s vision is to convert all visitors to customers through chat. The company has built a solid reputation in serving local and international retail and e-commerce brands. *Omnichat is an Official WhatsApp Business Solution Provider of Meta and Silver Tech partner of LINE Awards & Recognitions: - Marketing Interactive - Asia Ecommerce Awards 2024 - Gold Award (Best Use of Personalisation, Best eCommerce Customer Service, Best eCommerce Loyalty Programme); Silver Award (Best eCommerce Campaign - Social Commerce) - Marketing Interactive - Digiz Awards 2024 - Gold Award (Best Acquisition & Retention Strategies, Best Customer Journey, Best Use of Personalisation Strategies, Best Customer Relationship Management Platform, Best Data Analytics Tool, Best Marketing Automation Platform, Best MarTech Team, Overall - Best of Agency); Silver Award (Best Use of Real-Time Marketing); Bronze Award (Best e-Commerce Strategies) - Marketing Interactive - MARKies Awards 2024 - Gold Award (Best Use of MarTech) - IAB - IAB HK Digital Awards 2023 - Merit Award - HKRMA - Smart Retail Tech Award 2023 - Gold Award - Watsons Hong Kong - Digital Strategic Partner Award (數碼策略合作夥伴大獎) of Watsons Health, Wellness & Beauty Award 2023 - HKRTIA - Retail Innovation Award 2022 - Best Retail Innovation (Product & Solution) - Gold Award
Financial Services Software
Acquirelists business mailing lists provide businesses with accurate and affordable leads that are continually updated. Our targeted business lists will help you increase your customer base therefore increasing your sales. 1) Highly Targeted 2) Complete contact information with opt-in email lists 3) 80% deliverability guaranteed on emails Boost ROI with Better Data How can B2B marketers improve prospect targeting, boost sales effectiveness, and minimize marketing dollars spent on junk leads? CRM Data Quality: Major Weakness for Most Businesses-Improve Sales Effectiveness by Addressing Data Quality Does your CRM system provide a competitive edge? Or is your data incomplete and inaccruate? Acquirelists can help boost productivity and improve CRM adoption by appending and updating your CRM data. Starting with your existing database Acquirelists can append and normalize data—adding critical business information, additional contacts,email, phone and fax numbers for example—and purging junk records. Whether you are using salesforce.com or another CRM system such as Oracle, or Siebel, we can work with your team to revitalize your sales and marketing database. Do you need to generate targeted, quality leads? According to the Direct Marketing Association, return on investment for email is 43x. Whether you need to target consumers or businesses, we can uncover revealing information to enhance your data.
Financial Services Software
Built with customers like Atlassian, Notion, and Zapier, Common Room gives GTM teams a single place to capture every buying signal, score and prioritize the person and account behind the signal, and run high-converting plays at scale. More signal. More action. More revenue. Common Room is how today's top companies GTM intelligently.
Financial Services Software
Merchandise marketing platform that also provides design education, sales training and brand marketing for college students
Financial Services Software
PatientFi® is a technology-based, point-of-sale financing company that partners with healthcare providers to offer patients a friendly payment solution for out-of-pocket medical and dental procedures. We serve a broad network of healthcare specialties, including plastic surgery, dermatology, ophthalmology, dentistry, fertility, audiology and medical spas. Our mission is to expand patient access to elective healthcare treatments by removing the cost barrier and offering patients a friendly way to pay.
Financial Services Software
You need to communicate with customers and prospects, but only 15% of your emails are opened and only 5% of your calls are answered. That makes it nearly impossible to do business! We've got a solution. 99% of texts are read (usually within just a few minutes), and Text Request gives your business the power to text through your business phone numbers. We give you all the tools you need to text professionally as a team while keeping communications organized. Most common use cases include: Lead Generation Appointment Scheduling Online Reviews Customer Service Hiring & Staffing Promotions Customer Updates Collections & Bill Pay Want to see how we help other businesses like yours increase profits through text? We'd love to show you! Just visit www.textrequest.com/demo.
Financial Services Software
Salto brings software development and DevOps concepts and tools to the world of business operations. Bringing DevOps to SalesOps
Financial Services Software
CoPilot AI is a US-based software company that provides a platform for sales teams to automate and streamline their sales workflows. CoPilot AI's platform uses artificial intelligence to automate sales tasks such as lead generation, follow-ups, and email outreach, allowing sales teams to focus on high-value activities. The platform includes features such as personalized email campaigns, automated meeting scheduling, and analytics to track sales performance.
Financial Services Software
Selling.com is a pipeline generation platform that enables sales teams to execute and scale their outbound growth through accurate sales intelligence, sales outreach, and AI automations.
Financial Services Software
Narmi offers state of the art digital banking and digital account opening platforms to financial institutions. The platform – built for the enterprise – allows financial institutions to open accounts in less than 2.5 minutes, and then grow that relationship over a lifetime through intuitive mobile and online channels. Every single product at Narmi integrates with leading core banking systems. Financial institutions using Narmi have experienced: - 20% increase in NPS - 55% increase in new account applications from non-account holders - 50% decrease in support volume - 63% improvement in support response time - 137% increase in app store rating - 65% Reduction in time from application start to application submission Narmi’s founding team previously served as leaders of a financial institution and quickly became frustrated by digital technology available to them. Today, Narmi is almost entirely headquartered in New York City and is focused on building lasting digital experiences for financial institutions.
Financial Services Software
The #1 Service Operations Automation (ServOps) featuring sales, project management, email integration, retainer management, sales tracking, and support.
Financial Services Software
Small business lending software platform for banks and other financial institutions
Financial Services Software
Implicity developed a universal remote monitoring platform for cardiac patients with connected pacemakers and implantable defibrillators.
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