Solution introduction
Send email and messages your customers love
Powerful campaigning combined with an inbox for every professional in the industry, powering the best user experience for your employees, customers, and partners
Email marketing
Deliver HTML email campaigns with embedded content and resources that get permanently saved to a personal library for every professional you support.
Powerful segmentation
Use the best, realtime data from regulators combined with proprietary data sets to precisely target your audience every time - all without the guesswork.
Silent messages
Deliver messages and resources to segmented audiences without delivering emails every time, broadening options for supporting professionals without hitting their inbox.
Personal library for every client
Every message with new resources attached is saved in your customers' library, making it easy for them to get the resources they need to learn, sell, and market.
Quickly build and send campaigns to promote product, resources, and more.
Use the best data to reach your audience
No more "best effort" based audience building.
Enrich your data with FINRA, SEC, and NIPR data
FINRA, SEC, and NAIC profile verification, registration, and API capabilities to power your onboarding and back-end data. We speak fluid CRD, NPN, and ADV.
