CDPs for financial services with a Salesforce integration in 2026
CDPs for financial services with a Salesforce integration: 23 platforms of 127 in the catalog. 4 of them publish pricing; the lowest published entry price in USD is $85/mo (CleverTap). 3 have a free plan: Hightouch, Jitsu and Tracardi. Highest AllCDP Global Index: CleverTap (9.4), Hightouch (9.1) and MoEngage (9.1).
23 platforms match
| Platform | Global Index | Category | Entry price | Compliance | Data hosting | Own channels |
|---|---|---|---|---|---|---|
 CleverTapCleverTap | 9.4 | Engagement platform | From $85/mo | SOC 2, ISO 27001, HIPAA | US, EU, APAC, Other | Email, SMS, Push, In-app |
 HightouchHightouch | 9.1 | Composable CDP | Free plan; paid plans on request | SOC 2, ISO 27001, HIPAA | US, EU, APAC, Other | Email, SMS, Push, In-app |
 MoEngageMoEngage | 9.1 | Engagement platform | Contact sales | SOC 2, ISO 27001, HIPAA | US, EU, APAC | Email, SMS, Push, In-app |
 BlueshiftBlueshift (part of BlueConic) | 9.0 | Engagement platform | From $1,250/mo | SOC 2, HIPAA | US, EU | Email, SMS, Push, In-app |
 Insider OneInsider One | 8.8 | Engagement platform | Contact sales | SOC 2, ISO 27001 | Not documented | Email, SMS, Push, In-app |
 D·engageD·engage | 8.6 | Engagement platform | Contact sales | SOC 2, ISO 27001 | US, EU, Other | Email, SMS, Push, In-app |
 MeiroMeiro Pte. Ltd. | 8.5 | Composable CDP | Contact sales | Not documented | US, EU, UK, APAC, Other | Email, SMS, Push |
 Treasure AI Intelligent CDPTreasure AI | 8.5 | Packaged CDP | Contact sales | SOC 2, ISO 27001, HIPAA | US, EU, APAC | Email, SMS, Push, In-app |
 NetcoreNetcore Cloud Pvt. Ltd. | 8.1 | Engagement platform | From ₹12,000/mo | ISO 27001, HIPAA | US, EU, APAC | Email, SMS, Push, In-app |
 GrowthLoopGrowthLoop (Flywheel Software LLC) | 7.8 | Composable CDP | Contact sales | SOC 2, HIPAA | US, EU | Email, SMS |
 Redpoint CDPRedpoint Global | 7.7 | Packaged CDP | Contact sales | SOC 2, ISO 27001, HIPAA | US, UK | Email, SMS, Push |
 AmperityAmperity | 7.4 | Packaged CDP | Contact sales | ISO 27001 | US, EU, APAC, Other | Email, SMS, Push |
 LemniskLemnisk | 7.4 | Composable CDP | Contact sales | ISO 27001 | US, APAC | Email, SMS, Push, In-app |
 Adobe Real-Time CDPAdobe | 7.3 | Suite CDP | Contact sales | Not documented | US, UK, EU, APAC, Other | |
 Rokt mParticleRokt | 7.3 | Packaged CDP | Contact sales | SOC 2, ISO 27001 | US, EU, APAC | None documented |
 Tealium AudienceStream CDPTealium | 7.3 | Packaged CDP | Contact sales | SOC 2, ISO 27001, HIPAA | Not documented | None documented |
 OrttoOrtto (Canva) | 6.9 | Engagement platform | Contact sales | SOC 2, ISO 27001, HIPAA | US, EU, APAC | Email, SMS, Push, In-app |
 Appier AIRISAppier | 6.6 | Suite CDP | Contact sales | ISO 27001 | Not documented | Email, SMS, Push, In-app |
 SoliticsSolitics | 6.2 | Engagement platform | Contact sales | SOC 2, ISO 27001 | EU | Email, SMS, Push, In-app |
 JitsuJitsu (Helium Ventures) | 6.1 | Composable CDP | From $99/mo | SOC 2 | US | |
| SelligentZeta Global | 5.8 | Engagement platform | Contact sales | Not documented | Not documented | Email, SMS, Push, In-app |
 CelebrusCelebrus Technologies | 4.0 | Packaged CDP | Contact sales | ISO 27001, HIPAA | Not documented | None documented |
 TracardiTracardi | 3.8 | Packaged CDP | Free plan; paid plans on request | Not documented | Not documented | Email, SMS |
FAQ
Which of them has the highest AllCDP Global Index?
CleverTap scores 9.4 out of 10, followed by Hightouch (9.1) and MoEngage (9.1).
How many of them publish pricing?
4 of 23. With a free plan: Hightouch, Jitsu and Tracardi.
Which of them declare SOC 2 Type II?
CleverTap, Hightouch, MoEngage, Blueshift, Insider One and 9 more.
Which of them offer EU data hosting?
CleverTap, Hightouch, MoEngage, Blueshift, D·engage and 9 more.
Related lists
Other: industry
Other: ready-made integrations
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