We're excited to announce the first real-time segmentation feature for the financial services and insurance industries. Now insurance companies, asset managers, broker-dealers, RIAs, and FinTech/InsurTech companies can effectively, measurably, and compliantly share the best resources, tools, research, and apps with their desired intermediary audiences — and vice-versa.
What Institutions Can Do
Knowing your advisor and agent customers is one of the biggest challenges in financial services. With frequent moves, licensing status changes, and even M&A activity, having a clear picture of who you're working with can be a constant challenge. In a relationship-based world, being respectful of intermediates' preferences is paramount.
In February, we announced the first real-time FINRA, SEC, and NIPR data capability for the industry with Gainfully Advisor, the free product we provide to every intermediary in the US. The benefit is an instant view of intermediary partners, providers, and instantly enforced ad-review and surveillance compliance from home offices. Gainfully Advisor also empowers intermediaries to receive messages and tailor notification preferences — benefiting both their sanity and the quality of your relationship.
"Gainfully’s turnkey capabilities enable our advisors to market their businesses efficiently so they can spend their time where it matters most—helping their clients work toward their financial goals."