Sales intelligence for UK financial services & cfo advisory — signals, not contact dumps.
Built for UK financial-services firms, accountants, CFO advisory practices and corporate-finance boutiques. The vertical settings tune what counts as a signal, how each signal is scored, and how Claude drafts your re-engagement messages — so the daily digest reads like it was written for your industry, because it was.
What changes when you set this vertical
Amplifies financing events, financial distress, and CFO appointment signals. Verticals tune three layers in Thawly: signal scoring, news-monitoring keywords, and the message-drafting prompt. The end result is a digest that reads like it was built for financial services & cfo advisory, not retrofitted.
Signals that actually matter
- New CFO, finance director or financial-controller appointments.
- Refinancing, MBOs, PE-backing and ownership-change news.
- Cash-flow and working-capital signals.
- Profit warnings and financial-difficulty news — handled professionally.
Two filings within ten days. The previous FD declined your strategic-finance proposal last year. The new CFO and the fresh charge make a credible reason to re-open the conversation.
How the vertical biases the message
The Claude drafting layer takes a vertical-specific instruction so messages match the tone and stakes of your industry. For financial services & cfo advisory, that means: respect the context, lead with the change rather than the pitch, and never sound opportunistic about something genuinely difficult on the buyer's side.
You can read the actual prompt context for this vertical in the settings page once you're signed in. We don't hide what the AI is being told to do.
Pricing
All plans support all 19 verticals. Same features on every plan — only the company-monitoring cap changes. From £49/mo for 100 companies. 14-day free trial, no card required.
Frequently asked
Is this just a generic tool with the word 'cybersecurity' on the page?+
No. The financial services & cfo advisory vertical changes three things in your account: which signal types get amplified or suppressed, which keywords drive the news-monitoring layer, and the prompt context Claude uses when drafting your re-engagement messages. The product behaves differently per vertical, by design.
Can I switch verticals later?+
Yes, from the settings page. Vertical changes apply at digest time, so a switch immediately re-scores existing unprocessed signals — no backfill, no waiting period.
What if my company spans multiple verticals?+
Pick the dominant motion. The most-relevant vertical drives 80% of the signal logic; running on 'general' is fine if you genuinely sell across many industries with no dominant pattern.
Does the vertical change the data sources?+
No — the underlying public UK data sources are the same. The vertical changes weighting and message tone, not the feed itself.
Related reading
Built for financial services & cfo advisory.
14-day free trial of Starter (100 companies). Set your vertical at sign-up.
No credit card · 14-day free trial · Setup in 2 minutes