About Grease
We are Grease, specialists in AI for sales, bringing tools to empower financial front office sales desks.
We work with investment managers, brokerages and fintechs to help them raise assets and grow revenue.
Our Mission
Financial sales has changed. The days of relying purely on networks, memory, and luck are over.
Today’s clients expect speed, precision, and personalisation — but too many teams are slowed down by process and legacy systems.
We founded Grease to modernise this. To make the sales engine as intelligent and connected as the products it sells.
Finance is a high-touch business, and sales teams live or die on their ability to win clients.
We’re not here to replace people — we’re here to make them more effective, efficient, and productive.
By removing busywork and building smarter systems, we free your team to focus on what they do best: relationships, insight, and closing deals.
We are seasoned experts with a deep understanding of technology and data within financial services. We have come from experience at banks, asset managers, wealth managers, fintech startups and alternative investment firms. We have experienced the front line of distribution as third-party marketers, investor relations and sales leads at major financial companies. We understand the complexity, and we know what can make the difference.
We specialise in working with the nuances of financial services firms, from compliance, dealing with legacy systems or the specificities of working within a markets context. We believe the next generation of sales will blend human judgment with machine intelligence. Systems will anticipate client needs, automate low-value tasks, and enable sharper, faster decisions. Our vision is to make that transformation accessible, sustainable, and profitable for every financial firm.
