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Financial Technology Year

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Keap Pro

from Keap (formerly Infusionsoft)

Sales and marketing automation platform with CRM, email marketing, and client management tools. Enables automation of client follow-ups, nurture campaigns, appointment management, and interaction tracking.
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Platforms that enable targeted digital marketing campaigns, drip email programs, content distribution, and lead nurturing for prospective clients with compliance-approved materials.

Keap Pro


Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.

Keap Pro


Publicly available data, summarised using AI.

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