New
Compliant, scalable email campaigning for financial pros

Sales enablement for financial pros that scales

Powerful email, social, message campaigning, and collaboration capabilities for the brokers, advisors, and wholesalers you work with.
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 every advisor and wholesaler. LinkedIn, Facebook, and Twitter out of the box.

Compliance and journaling

With the ability to block messages, journal emails to any provider, and our direct integration with ProofPoint your compliance team has the tools it needs.

Campaign to social, email, SMS, and more

The easiest way to run compliant campaigns

Build and deploy templates with fixed, substitution tag-powered, and merged client data to enforce compliance and speed deployment.

PUBLISH

Custom data merged into campaigns

Merge user data, your own custom data about users, to personalize campaigns on behalf of your team at scale, including contact info, branding, and more.

Do more, faster with Gainfully

We give you a solid foundation to get building right away.
FINRA/SEC Compliant
SOC2 Security
Network Architecture
No Code Needed
Salesforce Integration
Much More
300k+
Financial professionals reached by our customers
2,600+
Firms represented throughout the network of users
15M+
Compliance-controlled messages sent in 2019 alone

Request a private demo

Learn how Gainfully can accelerate your marketing,
sales, and partner growth.
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