Sales intelligence for UK financial services & cfo advisory — signals, not contact dumps.
Built for UK fintech vendors selling into financial-services firms — embedded-finance platforms, treasury tools, compliance and AML software, and digital-banking infrastructure. 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 treasury-leadership appointments.
- Refinancing, MBOs, PE-backing and ownership-change news.
- Regulatory enforcement and rule-change news on the buying side.
- UK statutory charges and capital-event filings.
Officer-appointment filing plus a fresh capital event filed last week. The previous treasury lead said no to your treasury-management platform last year. New leadership and a fresh capital event reset 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 different from the financial-services vertical?+
Same scoring tuning under the hood — different audience framing. /verticals/financial-services is for accountants and CFO-advisory firms; /verticals/fintech is for fintech vendors selling INTO finance teams. Either page leads to the same in-product behaviour once you sign up.
Does it cover financial-conduct and AML regulatory signals?+
Yes. Financial-conduct and competition enforcement news weights highly in the financial-services scoring layer, and the Claude prompt treats compliance as professional context — measured tone, never opportunistic.
Can it spot capital events and funding rounds?+
Yes. New charges and capital-event filings come from UK statutory data. Funding-round news is also picked up via the news layer.
What about embedded-finance and BaaS vendors?+
Same vertical works. The signal types that matter — finance leadership change, capital event, regulatory shift — are identical across most fintech buying motions.
Related reading
Built for financial services & cfo advisory.
14-day free trial of Starter (100 companies). Set your vertical at sign-up.
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