The AI-Powered Operating System for Fintech

Your Fintech Runs on Relationships. HawkEye Runs Everything Else.

Stop juggling disconnected software to manage your customers, partners, events, marketing, and sales. HawkEye brings your entire growth operation into one intelligent platform — powered by AI and built for the way fintech companies actually operate.

One Unified Growth Platform
AI-Powered Automation
Personalized Onboarding
HawkEye fintech growth platform dashboard preview

See How HawkEye Powers Fintech Growth

Platform demo — video will be embedded here

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app.hawkeye.io/dashboard

Good morning, Alex

Growth Overview

+12%

48

Active Opportunities

+8.2%

$2.4M

Pipeline Value

+3

17

Upcoming Meetings

+5

24

Active Automations

Pipeline value

Last 30 days
NorthPay — Embedded checkout$84,000
Ledgerly — BaaS onboarding$52,000
Vaultline — Issuing partner$120,000

Activity

Qualified 3 new leads from payments summit

AI Agent · 2m ago

Sent onboarding sequence to Ledgerly

Workflow · 11m ago

Moved Vaultline to Negotiation

You · 1h ago

Booked demo with ClearSettle rep

AI Voice · 3h ago

The Problem

Your Technology Stack Shouldn't Be Slowing You Down.

Fintech companies move fast. Their software stacks rarely keep up. Your sales team uses one CRM. Your marketing team uses another platform. Events live somewhere else. Community engagement happens across disconnected tools. And valuable customer information gets lost between them. The result? More subscriptions. More manual work. Less visibility.

Disconnected Customer Data

Customer records live across CRMs, spreadsheets, and inboxes — so no one has the full picture.

Fragmented Sales Pipelines

Opportunities fall through the cracks when deals are tracked in tools that don't talk to each other.

Manual Partner Follow-Ups

Valuable partnerships stall because follow-ups depend on memory instead of automation.

Complicated Event Management

Registration, reminders, and follow-up live in separate tools — and attendees vanish after the event.

Scattered Community Engagement

Members drift away when conversations happen across disconnected channels with no continuity.

Too Many Software Subscriptions

Every new tool adds cost, complexity, and another login — without adding visibility.

One platform changes everything.

The Platform

Meet Your New Growth Operating System.

Everything your fintech needs to acquire customers, build relationships, automate operations, and scale — finally working together.

  • ✓Customer relationship dashboard with full activity timelines
  • ✓Active sales opportunities and revenue pipeline visualization
  • ✓AI assistant activity — qualification, follow-ups, and booking
  • ✓Upcoming fintech events and automated attendee journeys
  • ✓Automated workflow status across every team
  • ✓Marketing campaign performance and community engagement metrics

48

Active Opportunities

$2.4M

Pipeline Value

17

Upcoming Meetings

24

Active Automations

Illustrative dashboard values — not actual HawkEye customer performance claims.

app.hawkeye.io/dashboard

Good morning, Alex

Growth Overview

+12%

48

Active Opportunities

+8.2%

$2.4M

Pipeline Value

+3

17

Upcoming Meetings

+5

24

Active Automations

Pipeline value

Last 30 days
NorthPay — Embedded checkout$84,000
Ledgerly — BaaS onboarding$52,000
Vaultline — Issuing partner$120,000

Activity

Qualified 3 new leads from payments summit

AI Agent · 2m ago

Sent onboarding sequence to Ledgerly

Workflow · 11m ago

Moved Vaultline to Negotiation

You · 1h ago

Booked demo with ClearSettle rep

AI Voice · 3h ago

Core Feature Ecosystem

One Platform. Every Tool You Need to Grow.

AI-Powered CRM

Manage prospects, partners, customers, and opportunities from one intelligent workspace.

  • Centralized contact management
  • Custom fintech sales pipelines
  • Opportunity tracking
  • Lead scoring
  • Account segmentation
  • Partner relationship management
  • Custom fields and tags
  • Contact activity timelines
  • Deal stage automation
  • Sales reporting
  • Mobile CRM access
AI Workflow Automation

Eliminate repetitive tasks and keep your team focused on the relationships that matter.

  • Visual workflow builder
  • Automated lead nurturing
  • Email sequences
  • SMS follow-ups
  • Appointment reminders
  • Pipeline automation
  • Internal task notifications
  • Lead assignment
  • Conditional workflows
  • Automated customer onboarding
  • Partner onboarding sequences
  • Event follow-up automation
AI Voice & Conversation Agents

Give your organization intelligent AI assistants that help respond to inquiries, qualify opportunities, and keep conversations moving.

  • AI voice agents
  • AI website chat
  • Automated lead qualification
  • Conversational AI
  • Appointment booking assistance
  • AI-powered customer engagement
  • Automated responses
  • Inbound call handling
  • Lead routing
  • Conversation history

AI features may involve additional usage charges and configuration.

Sales & Partnership Management

Turn conversations into partnerships and partnerships into measurable growth.

  • Business development pipelines
  • Strategic partnership tracking
  • Referral partner management
  • Automated follow-ups
  • Sales team dashboards
  • Meeting scheduling
  • Lead distribution
  • Contact segmentation
  • Partner communication workflows
  • Opportunity reporting
Marketing & Social Media

Plan, publish, automate, and measure your marketing from one centralized platform.

  • Social media scheduling
  • LinkedIn content management where supported
  • Facebook and Instagram publishing
  • Social campaign planning
  • Email marketing
  • Newsletter campaigns
  • Landing page builder
  • Website builder
  • Lead capture forms
  • Campaign automation
  • Marketing analytics
  • AI-assisted content creation
Calendars & Appointments

Make it easier for prospects, partners, and customers to connect with your team.

  • Online booking calendars
  • Team calendars
  • Round-robin scheduling
  • Appointment reminders
  • Automated confirmations
  • Calendar integrations
  • Meeting follow-up workflows
  • Sales consultation scheduling
  • Demo booking
  • Event registration appointments
Feature Spotlight · Fintech Events

Your Next Event Deserves More Than a Registration Form.

From fintech networking events and product launches to webinars, industry conferences, and executive roundtables, HawkEye helps you manage the entire attendee journey.

Events

Upcoming Fintech Events

4 scheduled

Fintech Founders Roundtable

Roundtable

Mar 18

2026

Payments Innovation Summit

Conference

Apr 02

2026

Embedded Finance Webinar

Webinar

Apr 15

2026

Banking Technology Networking Night

Networking

May 06

2026

1,284

Registrations

942

Confirmed

876

Follow-ups sent

Fictional demonstration events — not actual HawkEye events.

Event Registration

Create branded registration pages and capture attendee information.

Automated Invitations

Build email and SMS invitation campaigns.

RSVP Management

Track registrations and attendee activity.

Reminder Campaigns

Automate pre-event communications and reminders.

Event Follow-Up

Turn attendees into ongoing relationships with automated follow-up campaigns.

Event Analytics

Track registrations, attendance-related data where configured, and follow-up activity.

Community Integration

Connect events with ongoing member communities and engagement programs.

Virtual Experiences

Support webinars, online events, and community-based live sessions through available integrations.

Make Every Event a Growth Opportunity
Feature Spotlight · Communities

Build a Community. Not Just a Contact List.

Your most valuable relationships shouldn't disappear after a conference, webinar, or introduction. HawkEye helps you create branded digital communities that keep members, customers, partners, and industry leaders connected.

  • ✓Private member communities
  • ✓Discussion spaces
  • ✓Member engagement
  • ✓Community events
  • ✓Courses and educational content
  • ✓Membership management
  • ✓Member onboarding
  • ✓Automated community invitations
  • ✓Community notifications
  • ✓Content sharing
  • ✓Paid membership opportunities
  • ✓Member engagement workflows
Turn Your Network Into an Ecosystem

Community

HawkEye Fintech Leaders Network

2,140 members

48 active

Discussions

6

Upcoming events

12

Courses

M

Maya Chen

Founder, NorthPay

Looking to connect with BaaS providers exploring embedded checkout. Anyone at the Payments Summit next week?

42 18 Share
D

Devon Park

Partnerships, Ledgerly

Sharing our new onboarding playbook — would love feedback from other fintech operators.

67 23 Share

Resources

Playbooks, templates & guides

Member profiles

Connect with fintech leaders

Fictional interface example — not an existing community.

Branded Mobile Experience

Your Community. Your Brand. Your App.

Extend your digital experience beyond the browser with branded mobile capabilities.

  • ✓Branded member experiences
  • ✓Community engagement
  • ✓Events and live sessions
  • ✓Educational content
  • ✓Member notifications
  • ✓Mobile access
  • ✓iOS and Android branded-app possibilities

Important: Custom branded iOS and Android app development, publishing, and ongoing management may require additional setup, licensing, and fees. A fully custom, app-store-published mobile application is not automatically included in the standard $497 subscription.

Explore Branded App Options
HawkEye

Welcome back

Fintech Leaders

New discussion

Maya posted in #payments

Event tomorrow

Founders Roundtable

New course

BaaS Onboarding 101

HawkEye

Welcome back

Fintech Leaders

New discussion

Maya posted in #payments

Event tomorrow

Founders Roundtable

New course

BaaS Onboarding 101

AI Automation Visualization

Imagine What Your Team Could Accomplish Without the Busywork.

From the first inquiry to the final follow-up, HawkEye helps automate the repetitive work that slows down your growth.

New Fintech Lead01
AI Lead Qualification02
CRM Contact Created03
Opportunity Assigned04
Personalized Email Follow-Up05
Meeting Scheduled06
Sales Team Notified07
Pipeline Updated08

Automate Demo Requests

Capture, qualify, and book demos without manual handoffs.

Accelerate Partner Onboarding

Trigger onboarding sequences the moment a partner signs on.

Nurture Event Attendees

Turn event registrations into ongoing, automated relationships.

Reactivate Dormant Opportunities

Re-engage stalled deals with AI-assisted outreach workflows.

Software Consolidation

Too Many Tools. Too Much Overhead.

Why manage your growth across disconnected subscriptions when one platform can bring the essentials together?

The Traditional Software Stack

  • CRM Platform$150/mo
  • Email Marketing$100/mo
  • Social Media Management$99/mo
  • Scheduling Software$40/mo
  • Marketing Automation$199/mo
  • Landing Page Builder$99/mo
  • Community Platform$99/mo
  • Forms & Lead Capture$49/mo
Total$835/month

HawkEye

One unified platform.

CRMSales PipelinesMarketing AutomationSocial ManagementCalendarsEventsCommunitiesLanding PagesAI-Ready WorkflowsUnified CommunicationsReportingPersonalized Onboarding

Everything above, one subscription

$497/month

Consolidate Your Growth Stack

Illustrative software stack costs only. Actual third-party pricing and feature equivalence vary. Certain HawkEye services, AI usage, messaging, calling, integrations, and optional add-ons may incur additional charges.

Solutions by Fintech Business Type

Built for the Way Fintech Does Business.

Fintech Startups

Build your growth infrastructure without assembling a complicated software stack.

Payments Companies

Manage merchant acquisition pipelines, partnerships, sales activity, and customer communications.

Banking-as-a-Service Providers

Organize partner development, prospect engagement, and relationship workflows.

SaaS & Financial Technology Companies

Automate lead generation, demo scheduling, customer onboarding, and lifecycle communications.

Fintech Associations & Accelerators

Manage memberships, events, communities, communications, and engagement programs.

Banks & Financial Institutions

Support approved marketing, relationship management, event coordination, and business development workflows.

Important clarification: HawkEye is a business growth and relationship management platform, not a core banking system, payment processor, financial ledger, or regulated banking infrastructure provider. HawkEye does not claim automatic compliance with banking regulations, PCI DSS, SOC 2, GLBA, or other standards.

Pricing

Powerful Technology. Predictable Pricing.

Everything your team needs to manage relationships, automate growth, and build stronger customer experiences.

Monthly Plan

HawkEye Growth

$497/month

Billed monthly.

Get Started — $497/mo

Monthly SaaS Checkout — connect GoHighLevel SaaS checkout link here

  • CRM & Contact Management
  • Custom Sales Pipelines
  • Workflow Automation
  • Email Marketing Tools
  • Social Media Management
  • Booking Calendars
  • Event Management Tools
  • Community Management
  • Website & Landing Page Builder
  • Forms & Surveys
  • Reporting Dashboards
  • Unified Communications Workspace
  • AI-Ready Platform Capabilities
  • One-on-One Onboarding Call
  • 24/7 Live Chat Support

Annual Plan

HawkEye Growth Annual

Best Value
$4,970/year

Equivalent to ~$414/month · Two months free vs. monthly billing.

SAVE $994Get Started — Save $994

Annual SaaS Checkout — connect GoHighLevel SaaS checkout link here

  • CRM & Contact Management
  • Custom Sales Pipelines
  • Workflow Automation
  • Email Marketing Tools
  • Social Media Management
  • Booking Calendars
  • Event Management Tools
  • Community Management
  • Website & Landing Page Builder
  • Forms & Surveys
  • Reporting Dashboards
  • Unified Communications Workspace
  • AI-Ready Platform Capabilities
  • One-on-One Onboarding Call
  • 24/7 Live Chat Support

Need Something More?

For fintech organizations requiring multiple business units, advanced integrations, specialized implementation, or custom solutions.

Talk to HawkEye

Tell us about your organization and we'll schedule a consultation.

Pricing disclosure: Subscriptions include the listed standard platform features. AI usage, phone numbers, calling, SMS, email sending, premium integrations, custom branded mobile apps, and other usage-based or optional services may carry additional charges. Enterprise implementation and custom development are quoted separately. HawkEye does not promise unlimited AI usage, unlimited SMS, or unlimited calling, and custom development is not included in the standard subscription.

Onboarding Experience

From Signup to Setup. Without the Headaches.

No complicated implementation process. No need to rebuild your business overnight. Start with the tools you need and expand as you grow.

01

Choose Your Plan

Select monthly or annual billing and activate your subscription.

02

Meet Your Onboarding Specialist

Schedule a one-on-one onboarding session to configure your initial workspace and discuss your business goals.

03

Start Building

Begin organizing contacts, launching workflows, managing events, and connecting your growth tools.

Customer Testimonials

See What Businesses Are Saying About HawkEye.

Frequently Asked Questions

Questions? We've Got Answers.

HawkEye is an AI-powered growth and relationship management platform designed for fintech businesses and organizations. It combines CRM, sales pipelines, marketing automation, events, communities, and communication tools in one centralized workspace.

HawkEye is positioned and configured around the business development, relationship management, marketing, event, and community needs of fintech organizations.

HawkEye includes CRM capabilities that may replace or consolidate existing CRM tools, depending on your organization's requirements and integrations.

HawkEye supports AI-powered capabilities including conversational AI, voice agents, content assistance, and workflow automation. Availability, configuration, and usage charges depend on the selected features.

Yes. HawkEye provides tools for registration pages, attendee management, communication workflows, event promotion, and follow-up automation.

Yes. HawkEye supports community experiences for members, customers, partners, and professional networks.

Branded mobile app options are available separately. Custom branding, publishing, and associated fees depend on the implementation.

Yes. Standard subscriptions include a one-on-one onboarding call to help customers get started.

HawkEye offers 24/7 live chat support through its customer support program.

Some services, including AI, phone calls, messaging, email delivery, premium integrations, and optional add-ons, may incur additional charges.

Subscriptions can be canceled according to HawkEye's published subscription terms.

No. HawkEye is designed for growth operations, customer engagement, relationship management, and marketing workflows. It does not replace core banking infrastructure or regulated financial systems.

Your Next Stage of Growth Starts Here.

One platform to manage your relationships, automate your operations, connect your community, and accelerate your fintech business. Stop managing software. Start building momentum.

Plans starting at $497/month.