Gainfully
HQ Address
870 Market Street, Suite 813, San Francisco, CA, United States
Website Address
Business introduction
Know & empower financial pros
Gainfully is the identity and engagement engine for delivering experiences to financial professionals. Deeply understand your customers and deliver personalized experiences that scale
Gainfully is the first open marketing platform for financial services. We help mutual fund and insurance companies connect with advisors and help advisors get more clients. Our app platform delivers branded marketing content and campaigns to advisors in a completely SEC/FINRA-compliant channel, supporting their business across social, email, mobile, and more while giving their sponsoring companies unprecedented data insights into advisors and clients.
Gainfully provides a content distribution engine to the financial services industry that enables product manufacturers (asset managers + insurance carriers), broker-dealers and distributors to compliantly support the retail-client facing intermediary (financial advisors and insurance agents) at scale.
With Gainfully all US registered (FINRA/SEC/NAIC) financial services professionals have access to a consolidated library of digital resources that they can access, save and distribute to clients and prospects compliantly. We have a laser-like focus on key markets and have a robust inbound funnel of interested organizations.
Gainfully Solutions
Gainfully Empower
Client messaging Enabled your sales force to compliantly send emails, SMS, and other transactional messages and campaigns to 1, 5, or 5,000 clients and prospects. In-app messaging Messaging between financial professionals helps build stronger wholesaler and advisor relationships bringing value to the inbox. Social selling The simplest user experience for sharing timely, targeted content for......
business needs
view solutionGainfully Message
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......
business needs
view solutionGainfully Publish
Content hosting and publishing Publish any type of content, including landing pages, videos, PDFs, graphics and more with no-code and a visual layout editor. Audience segmentation Define targeted audiences for every content item and page, ensuring the right users in the right firms see the right content. Compliance rules Limit distribution, attach FINRA clean letters,......
