New
Compliant, scalable email campaigning for financial pros

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.

PUBLISH

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.

Every customer has a permanent place where your resources are saved for them.

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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