Mid-market CDPs for financial services in 2026

Mid-market CDPs for financial services: 9 platforms of 127 in the catalog. 3 of them publish pricing; the lowest published entry price in USD is $85/mo (CleverTap). Mobio Activation CDP has a free plan. Highest AllCDP Global Index: CleverTap (9.4), Bloomreach Marketing (8.6) and RESUL (7.9).

9 platforms match
Mid-market CDPs for financial services
PlatformGlobal IndexCategoryEntry priceComplianceData hostingOwn channels
CleverTapCleverTap9.4Engagement platformFrom $85/moSOC 2, ISO 27001, HIPAAUS, EU, APAC, OtherEmail, SMS, Push, In-app
Bloomreach MarketingBloomreach8.6Engagement platformFrom $60,000/yrSOC 2, ISO 27001US, EU, UK, APAC, OtherEmail, SMS, Push, In-app
RESULResulticks7.9Engagement platformContact salesSOC 2, ISO 27001, HIPAANot documentedEmail, SMS, Push, In-app
Appier AIRISAppier6.6Suite CDPContact salesISO 27001Not documentedEmail, SMS, Push, In-app
Mobio Activation CDPMobio6.2Suite CDPFrom $150/moNot documentedNot documentedEmail, SMS, Push, In-app
NetmeraNetmera5.8Engagement platformContact salesISO 27001Not documentedEmail, SMS, Push, In-app
SelligentZeta Global5.8Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push, In-app
Piwik PRO Data ActivationPiwik PRO5.6Suite CDPFrom €36/moSOC 2, ISO 27001, HIPAAUS, EU, APACNone documented
NGDATA Intelligent Engagement PlatformNGDATA4.6Engagement platformContact salesSOC 2, ISO 27001Not documentedEmail, SMS

FAQ

Which of them has the highest AllCDP Global Index?

CleverTap scores 9.4 out of 10, followed by Bloomreach Marketing (8.6) and RESUL (7.9).

How many of them publish pricing?

3 of 9. With a free plan: Mobio Activation CDP.

Which of them declare SOC 2 Type II?

CleverTap, Bloomreach Marketing, RESUL, Piwik PRO Data Activation and NGDATA Intelligent Engagement Platform.

Which of them offer EU data hosting?

CleverTap, Bloomreach Marketing and Piwik PRO Data Activation.

Wider
Mid-market CDPs24CDPs for financial services53
Other: industry
E-commerce13Retail17B2B2Media and publishing5Healthcare5Travel and hospitality11Telecom3Gaming3
Other: company size
SMB7Enterprise33
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