Customer Intelligence for Fintech & Insurance. Deliver 1:1 Personalized Engagement.

Markin predicts the next best action, and launches 1:1 personalized engagement.
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We won’t share your data with third parties. Ever.
why choose Markin?
AI that anticipates every customer's next financial moment. Then acts on it.
Markin unifies policy data, payment behaviour, life stage signals and product usage to detect churn risk early and uncover when customers are ready for additional coverage, plan upgrades or financial products that actually fit their needs.
Unify Customer Signals
Bring policy history, payment events, claims data, CRM and support interactions into a single real-time customer profile. Fintech and insurance teams can finally unlock the data they've always had, turning long-held signals into better offers, proactive outreach and personalised service at every touchpoint.
Predict & Decide
Markin's AI monitors policy renewal milestones, billing anomalies, life event signals and product adoption patterns. It recommends not only the best retention action but also when to cross-sell complementary cover, upsell to higher-value policies or propose financial products aligned to each customer's current life stage.
Deliver 1:1 Engagement
Launch 1:1 personalised retention, cross-sell and renewal campaigns across email, SMS, push and customer care. Our AI tailors the offer type, incentive level, timing and channel for each customer, ensuring every intervention feels relevant, timely, and revenue growth is maximised.
Real-time data and insight.
38%
Reduction in policy lapse
Financial services teams using Markin detect renewal risk and cross-sell opportunities weeks before customers make competing decisions.
1.2M
Customer signals unified
Markin connects policy data, payment events, life stage signals and engagement history into a single customer intelligence layer.
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"We're now reaching customers at life moments that actually matter to them."
Markin detected coverage gaps we didn't know existed and surfaced cross-sell windows tied to real life events. Our retention team has never been more proactive.
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Rated 4.97/5 from 500+ reviews
Prospect automates what should be automatic.
Prospect handles the repeatable with precision, freeing you to focus on what actually requires your input.
corporate finance
50% increase in top-line revenue.
“Prospect replaced three tools we were duct-taping together—and does the job better.”
Sahara Price
Head of Product, Baincroft
Need some help?
We’re here to provide support and assistance.
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Built for clarity and momentum.
Collaboration built-in.
Whether you’re pitching, planning, or presenting, Prospect keeps your numbers sharp and your story clear. Everything’s accurate, synced, and ready when you are.
Explore Collaboration
Explore Collaboration
Revenue Summary
$80,000
April
May
June
July
Insight without noise.
Prospect distills raw data into clean, visual summaries that actually make sense. No more spreadsheets, no more guesswork—just meaningful, real-time intelligence.
Explore Insight
Explore Insight
Enterprise revenue teams

Built for the Enterprise.

Everything modern subscription businesses need to deploy, govern, and scale AI-driven customer growth with confidence.
Secure & Compliant
Enterprise-grade security, governance, and access controls to protect customer data and keep every action aligned with your standards.
Enterprise Scale
Run personalization, decisioning, and campaign execution across millions of customer signals without compromising speed or reliability.
Fully Integrated
Connect Markin to your warehouse, CDP, CRM, billing, product analytics, and engagement stack—without rebuilding your system from scratch.
Visibility & Control
See what the AI is doing, why it made each decision, and how performance evolves across retention, expansion, and lifecycle campaigns.
Standards & Compliance
SOC 2, GDPR, role-based access, auditability, secure data handling, and the controls enterprise teams expect.
frequently asked questions
Everything you need to understand how Markin helps unify viewer data, predict subscriber behavior, and deliver 1:1 engagement at scale.
Can I use Prospect with my current tools?
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Yes—Prospect is built to integrate seamlessly with the platforms you already rely on. From data sync to workflow triggers, we support popular tools out of the box and offer API access for everything else.

Whether you’re using Slack, Notion, Google Workspace, or something more specialized, Prospect fits into your stack without disrupting it. We believe software should meet you where you are—not the other way around.
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How long does setup take?
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Most teams are set up in under an hour. We’ve designed Prospect to be intuitive from the start—no need for lengthy onboarding sessions or technical hand-holding. Just connect your data sources, set your preferences, and your workflows are ready to go. Our team is always on hand if you want help, but most users don’t need it.
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What happens if I outgrow the Free plan?
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The Free plan is designed to get you started, but when your needs grow, Prospect scales with you. Upgrading is seamless—no data loss, no reconfiguration. You’ll instantly unlock more automation, more integrations, and advanced features to help your team stay ahead. We’ll even guide you through the transition to make sure nothing gets missed.
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Is my data secure with Prospect?
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Security is a non-negotiable. Prospect uses end-to-end encryption in transit and at rest, along with advanced identity management features like SSO, 2FA, and granular role permissions. We also run regular audits and work with trusted infrastructure providers to safeguard every layer of your data. You own your data, and it’s never used or shared without your consent.
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Are our company secrets protected with Prospect?
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Yes—confidentiality is central to everything we build. Whether it’s financial reports, internal notes, or sensitive forecasting data, it stays strictly yours. We don’t access or analyze your information unless explicitly requested for support. Our platform is used by companies with strict compliance needs, and we meet or exceed industry security standards.
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Does Prospect support teams in different time zones?
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Absolutely. Prospect is built for global teams with asynchronous schedules. From workflow notifications that adjust to local time, to real-time collaboration that doesn’t require everyone to be online at once, we make working across time zones feel natural. You can set time-aware triggers, assign reviewers by region, and keep your processes running smoothly around the clock.
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Can I cancel or change plans anytime?
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Yes—your plan is always in your control. Downgrade, upgrade, or cancel without needing to contact support or jump through hoops. Your settings and data are preserved, so if you return later, you can pick up right where you left off. We believe in earning your trust, not locking you in.
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“We now rely on Prospect for all our software needs.”
Jason Rothman
Head of Operations, Continuum
Meet our Customers
Meet our Customers