Messages

Send targeted messages at scale

Ditch old-fashioned email and deliver rich content to the right people at the right time.

Features

Email messages

Engage customers with automated emails from messages

Event tracking

Track any action your customers do and don’t take on your experience

Segment

Create and save live segments based on customer regulatory and your custom data

In-app messages

Send messages inside the Gainfully app with native resources

"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." 
More than 2,600 companies are engaging their customers and teams with Gainfully
Makes compliant social media sharing scalable for hundreds of advisors
Empowers its wholesaling teams to work with tens of thousands of agents and advisors