Solutions

Compliant, scalable email campaigning for financial pros

What's your challenge?

Our solutions power B2B and B2C engagement and distribution support.
What can we solve for your team?

Better relationships with financial pros

A space for education, growth, and delivering value every day.

Growing intermediary distribution

Powerful campaigning combined with an inbox for every professional in the industry, powering the best user experience for your employees, customers, and partners.

Partner collaboration to deliver shared value

Powerful campaigning combined with an inbox for every professional in the industry, powering the best user experience for your employees, customers, and partners.

Partner collaboration to deliver shared value

Powerful campaigning combined with an inbox for every professional in the industry, powering the best user experience for your employees, customers, and partners.

BlackRock

Empowering advisors to leverage BlackRock content

Stifel

Gainfully enables Stifel advisors to instantly share resources with clients across channels

North American Company

Gainfully drove over 40,000 agents to North American webinars

MassMutual

Gainfully empowers MassMutual wholesalers to deliver and track value-added resources for advisors.

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

From the blog

May Product Updates

Troy Holden

March Product Updates

Troy Holden

"The Next Plaid?" RIA Intel on Gainfully IdentiFi

Cameron Nordholm