Financial Services
Rox transforms market and client signals into banker briefs, compliant outreach, and live dashboards across the financial sector.
Win mandates. Grow wallet share.
Catch mandate windows and buying moments from company financial reports, rating actions, and capitalize on every opportunity.
Acquire new clients
Auto-build target lists by sector or theme. When qualifying events hit, receive mandate hypotheses, peer comps, precedents, board contacts, and intro emails.
Cross sell & expand
Recommend the next-best product per relationship. Pre-build pitchbooks with updated comps and market windows, coordinated with your research arm.
Retain & manage risk
Early warning about wallet erosion, conflict checks and data-room hygiene reminders included. Rox launches “save-the-relationship” plays, no downtime needed.
The catalyst for your
business’s success.
Driving your business forward with impactful solutions.