Engagement platforms with a CDP for financial services in 2026

Engagement platforms with a CDP for financial services: 25 platforms of 127 in the catalog. 3 of them publish pricing; the lowest published entry price in USD is $85/mo (CleverTap). 12 offer EU data hosting. Highest AllCDP Global Index: CleverTap (9.4), MoEngage (9.1) and Blueshift (9.0).

25 platforms match
Engagement platforms with a CDP for financial services
PlatformGlobal IndexCategoryEntry priceComplianceData hostingOwn channels
CleverTap logoCleverTapCleverTap9.4Engagement platformFrom $85/moSOC 2, ISO 27001, HIPAAUS, EU, APAC, OtherEmail, SMS, Push, In-app
MoEngage logoMoEngageMoEngage9.1Engagement platformContact salesSOC 2, ISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
Blueshift logoBlueshiftBlueshift (part of BlueConic)9.0Engagement platformFrom $1,250/moSOC 2, HIPAAUS, EUEmail, SMS, Push, In-app
Insider One logoInsider OneInsider One8.8Engagement platformContact salesSOC 2, ISO 27001Not documentedEmail, SMS, Push, In-app
Bloomreach Marketing logoBloomreach MarketingBloomreach8.6Engagement platformFrom $60,000/yrSOC 2, ISO 27001US, EU, UK, APAC, OtherEmail, SMS, Push, In-app
D·engage logoD·engageD·engage8.6Engagement platformContact salesSOC 2, ISO 27001US, EU, OtherEmail, SMS, Push, In-app
Optimove logoOptimoveOptimove8.4Engagement platformContact salesSOC 2, ISO 27001, HIPAAUS, EUEmail, SMS, Push, In-app
WebEngage logoWebEngageWebEngage8.3Engagement platformContact salesSOC 2, ISO 27001, HIPAAAPAC, OtherEmail, SMS, Push, In-app
Netcore logoNetcoreNetcore Cloud Pvt. Ltd.8.1Engagement platformFrom ₹12,000/moISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
RESUL logoRESULResulticks7.9Engagement platformContact salesSOC 2, ISO 27001, HIPAANot documentedEmail, SMS, Push, In-app
Zeta Marketing Platform logoZeta Marketing PlatformZeta Global7.4Engagement platformContact salesNot documentedUS, EUEmail, SMS, Push, In-app
NVECTA logoNVECTANVECTA7.2Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push, In-app
Ortto logoOrttoOrtto (Canva)6.9Engagement platformContact salesSOC 2, ISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
Agillic logoAgillicAgillic A/S6.5Engagement platformContact salesNot documentedEUEmail, SMS, Push, In-app
Related Digital CDP logoRelated Digital CDPRelated Digital6.3Engagement platformContact salesISO 27001Not documentedEmail, SMS, Push, In-app
Solitics logoSoliticsSolitics6.2Engagement platformContact salesSOC 2, ISO 27001EUEmail, SMS, Push, In-app
Netmera logoNetmeraNetmera5.8Engagement platformContact salesISO 27001Not documentedEmail, SMS, Push, In-app
SelligentZeta Global5.8Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push, In-app
Scal-e logoScal-ePolarista Group, S.L.5.5Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push
OmniSegment logoOmniSegmentbeBit TECH5.4Engagement platformContact salesISO 27001Not documentedEmail, SMS
ProCampaign logoProCampaignConsultix5.4Engagement platformContact salesISO 27001EUEmail, SMS, Push, In-app
NGDATA Intelligent Engagement Platform logoNGDATA Intelligent Engagement PlatformNGDATA4.6Engagement platformContact salesSOC 2, ISO 27001Not documentedEmail, SMS
Terragon Marketing Cloud logoTerragon Marketing CloudTerragon4.6Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push, In-app
Numberly Datalively logoNumberly DatalivelyNumberly4.0Engagement platformContact salesISO 27001Not documentedEmail, SMS, Push
CC Engage logoCC EngageCustomer Centria3.9Engagement platformContact salesNot documentedNot documentedEmail, SMS

FAQ

Which of them has the highest AllCDP Global Index?

CleverTap scores 9.4 out of 10, followed by MoEngage (9.1) and Blueshift (9.0).

How many of them publish pricing?

3 of 25. None documents a free plan.

Which of them declare SOC 2 Type II?

CleverTap, MoEngage, Blueshift, Insider One, Bloomreach Marketing and 7 more.

Which of them offer EU data hosting?

CleverTap, MoEngage, Blueshift, Bloomreach Marketing, D·engage and 7 more.

Wider
CDPs for financial services53Engagement platforms with a CDP49
Other: category
Packaged CDP13Composable CDP7Suite CDP8
Other: industry
E-commerce28Retail36B2B5Media and publishing13Healthcare9Travel and hospitality22Telecom5Gaming5
All CDP lists