Agrud

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Agrud is a B2B cloud platform that aggregates financial data and enhances client engagement through tools, widgets, web views, and APIs.

Categories: Product Management, Revenue Operations & Intelligence, RevOps

Pricing Model: Not Disclosed

Updated: 06/02/2025

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Employees

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Founded in

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Funding Series

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Funding Amount

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Agrud is a versatile B2B cloud platform that aggregates structured and unstructured financial data and content to facilitate better client engagement for financial institutions. With its multilingual and scalable design, the platform serves as a comprehensive solution to streamline the aggregate data from various sources and present it through user-friendly tools. Targeted at wealth managers and banks aiming to enhance client satisfaction, Agrud provides insights, analytics, and personalized content that enable smarter, data-driven client interactions. Through integration with multiple data providers and seamless API functionality, Agrud helps banks reduce operational costs, and increase relationship manager productivity by equipping them with the necessary tools and personalized insights.

Pros:

Comprehensive data aggregation from multiple vendors
Enhanced client engagement with tailored content
Quick time to market with ready-to-use tools
Cost-effective solution for wealth management

Cons:

Complexity in handling large data volumes
Requires integration with existing systems
Initial setup may be resource-intensive

Features:

Data Aggregation - Combines data from diverse financial sources for a comprehensive view.
Customizable Components - Offers modular components for a tailored client experience.
Advanced Analytics - Provides deep insights with sophisticated analytical tools.
User Personalization - Adapts to individual user preferences and needs.

Integrations:

Refinitiv - Provides global financial news and insights.
MT Newswire - Delivers real-time financial market news.

Pricing:

Not Disclosed - Pricing details are not publicly disclosed.

Implementation Timeline

Not Disclosed

Onboarding

Not Disclosed

Sandbox

API Available

Compliance

Not Disclosed

Hashtags

AI Sales Assistant Business Automation Solutions Financial Data Integration

Buying Persona

CRO, CFO, VP of Sales, Director, CMO, Sale Manager, RevOps, Product Marketing Manager, VP of Demand Generation, Brand Manager, Customer Success Manager, VP, FP&A Manager, Sales Finance Manager

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