Empower your sales team to deliver value to intermediary desktops
A space where controlled, compliant, value-added engagement turns into assets.
Deliver targeted messages
Go beyond email and deliver a persistent history of information and resources for advisors
Detailed data about every interaction
You don't need leads, you need actionable insights about actual advisors
Enforce communication compliance
Modern communications for advisors with FINRA, SEC compliance
Gainfully empowers MassMutual wholesalers to deliver and track value-added resources for advisors.
"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