Packaged CDPs for financial services in 2026

Packaged CDPs for financial services: 13 platforms of 127 in the catalog. 1 of them publishes pricing. Tracardi has a free plan. Highest AllCDP Global Index: Treasure AI Intelligent CDP (8.5), Redpoint CDP (7.7) and Amperity (7.4).

13 platforms match
Packaged CDPs for financial services
PlatformGlobal IndexCategoryEntry priceComplianceData hostingOwn channels
Treasure AI Intelligent CDPTreasure AI8.5Packaged CDPContact salesSOC 2, ISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
Redpoint CDPRedpoint Global7.7Packaged CDPContact salesSOC 2, ISO 27001, HIPAAUS, UKEmail, SMS, Push
AmperityAmperity7.4Packaged CDPContact salesISO 27001US, EU, APAC, OtherEmail, SMS, Push
Rokt mParticleRokt7.3Packaged CDPContact salesSOC 2, ISO 27001US, EU, APACNone documented
Tealium AudienceStream CDPTealium7.3Packaged CDPContact salesSOC 2, ISO 27001, HIPAANot documentedNone documented
FirstHiveFirstHive6.7Packaged CDPContact salesSOC 2, ISO 27001Not documentedEmail, SMS, Push, In-app
mediarithmicsmediarithmics6.6Packaged CDPContact salesISO 27001Not documentedEmail
n3 Hubn3 Hub4.9Packaged CDPContact salesSOC 2, ISO 27001Not documentedNone documented
ADA Real-Time Customer Data Platform (rCDP)ADA4.3Packaged CDPContact salesNot documentedNot documentedEmail
TDA Technology Customer Experience PlatformTDA Technology4.2Packaged CDPContact salesISO 27001Not documentedEmail, SMS
CelebrusCelebrus Technologies4.0Packaged CDPContact salesISO 27001, HIPAANot documentedNone documented
TracardiTracardi3.8Packaged CDPFree plan; paid plans on requestNot documentedNot documentedEmail, SMS
PAM3DS Interactive2.6Packaged CDPContact salesNot documentedNot documentedNone documented

FAQ

Which of them has the highest AllCDP Global Index?

Treasure AI Intelligent CDP scores 8.5 out of 10, followed by Redpoint CDP (7.7) and Amperity (7.4).

How many of them publish pricing?

1 of 13. With a free plan: Tracardi.

Which of them declare SOC 2 Type II?

Treasure AI Intelligent CDP, Redpoint CDP, Rokt mParticle, Tealium AudienceStream CDP, FirstHive and 1 more.

Which of them offer EU data hosting?

Treasure AI Intelligent CDP, Amperity and Rokt mParticle.