Track
Your financial promotions command centre
UK financial promotions compliance embedded into your customer experience
Zumo Track makes Financial Promotions compliance part of your everyday process. It integrates required financial promotions elements such as risk warnings, customer self-categorisation, cool-off periods and knowledge assessments directly into your product and marketing systems. Every element of the user journey is made available and embeddable via a simple API or our (optional) embeddable widget for your mobile or web application and tracked, monitored and aligned to UK regulations and best practice. Track automates your in-service financial promotions implementation while giving your compliance team a central dashboard for efficient risk review and decision-making.
The problems it solves
Removes the need to build and maintain complex financial promotions workflows in-house
Cuts down on your compliance team’s manual effort and operational overhead
Ensures you have proper process in place to address UK financial promotions regulatory requirements
Key Benefits
Smooth, user-friendly customer journey
while maintaining strict adherence to FCA regulations
Automated data collection
assessment and scoring
Plug-and-play iframe
or full API integration
Central management dashboard
for your compliance team
How it works
Choose your preferred integration route
Design and control your user-facing flow
System is scalable and future-proof for evolving business needs and regulatory updates
Deployment timeline
Within 2 Weeks
7-8 Weeks
Ideal for
Crypto providers
looking for an out-of-the-box financial promotions UK compliance solution
Non-UK exchanges
requiring financial promotions compliance for their UK customers
UK regulated businesses
that want a crypto-bespoke financial promotions flow for new crypto services
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