Category Archives: What’s new

Mobile App Release Updates: May 2017

Mobile App:

Summer is on the way here at Gainfully and we’re excited to share our May Product updates with you! This week Gainfully announces the availability of its first full-featured application for smartphone users, Gainfully for iPhone and Android. The free app, now available in the Apple and Google Play App Stores, provides agent and advisor users with an easy-to-use tool for finding and sharing great marketing, sales, and product resources from a network of dozens of participating insurance, asset management, and partner organizations. 


Among its features, the Gainfully app gives users access to thousands of content resources from top companies as well as curating a library of client resources for sharing. Additionally, the app enables users to easily add their social network from mobile (LinkedIn, Facebook, Facebook Page, Twitter).

According to Cameron Nordholm, CEO of Gainfully, the new mobile app represents our vision that business happens everywhere and on every device. Bringing your product, distribution, and support partners into focus makes it possible to do more and better business with clients — whether on the go, online, or social media.

To Download the App: 


New: Channel Pages, Syndication, and More

With a new year comes great new things! Introducing brand new organization pages, content syndication, and customization options for syndicating your content to agents and advisors.

Organization channels now feature the ability to organize content into pages with custom audiences. Channels can include as many channels as you like, creating almost unlimited possibilities for organization.

In addition, pages feature content blocks. Content blocks enable you to display content organized by company, by topic, or by source, and sort content by newness or popularity.

Whether highlighting your own content or syndicating content from third party partners, the combination of pages and content blocks create incredibly powerful options for organizing and highlighting content. Here are just a few examples:

  • Highlight your content by topic like insurance, investments, alternative funds, or financial planning
  • Display partner content on your channel like Voya, Franklin Templeton, or North American
  • Showcase content sources like WSJ, Business Insider and sort by popular or new


Gainfully Announces Partnership with NAIFA

Gainfully Announces Partnership with NAIFA to Serve Insurance Industry Members

Gainfully offers compliant social media content for use in the insurance industry

San Francisco, CA – November 21, 2016 – NAIFA today announced its partnership with Gainfully, the first open marketing platform and SEC/FINRA-compliant channel for retail financial services. The partnership will accelerate NAIFA’s financial services members’ ability to brand themselves, leverage social media, and share relevant content with their clients in a compliant, secure and intuitive environment.

“Many insurance and financial advisors are engaging in content marketing to brand their businesses and expand their marketing reach. The use of social media also allows financial professionals to interact with clients and prospects while building and strengthening relationships,” said Brian Steiner, Vice President of NAIFA’s Business Development and Strategic Partnerships.  “NAIFA is pleased to partner with Gainfully to provide compliant-ready content for members to augment their sales and marketing practices.” Steiner noted that NAIFA members should check with their company if they have compliance questions about social media.

“Our partnership demonstrates NAIFA’s strong commitment to innovate and provide value to its members. We are very excited to start providing NAIFA’s financial services members with a secure and proven platform to truly market themselves to their clients through our network,” Cameron Nordholm, CEO of Gainfully.

Since launching in 2015, Gainfully has served thousands of financial professionals, published over 100,000 compliant social media posts, and enabled over fifty FINRA-registered broker-dealers to supervise registered representatives.


Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. Learn more at 

About Gainfully

Gainfully is the first open marketing platform for the financial services industry that delivers branded marketing content and campaigns to advisors in a completely SEC/FINRA-compliant environment. Learn more at

Topics: Discover Content & Personalize Gainfully

We’re thrilled to add the latest discovery feature: topics. Topics are available on every content card, enabling you to discover content and also personalize your most relevant topics for your entire Gainfully experience!

Discover Related Cards

Topics appear on every card, enabling you to click and discover related content from across the platform. Looking for new cards about retirement? Just click on the topic from any card or select it from the search dropdown!

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Browse Trending Topics

On the new topics tab on your browse page, discover and follow topics that are interesting to you and your clients.

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Personalize Your Entire Experience

Manage your personal topics from your profile to customize your experience across Gainfully. Your topics will influence which content we surface for you across the entire experience.



A New Home Experience

We’re thrilled to introduce an improvement to the Gainfully advisor experience that brings together the most important parts of the platform into a single view. In the new Home experience you’ll find your sharing schedule, analytics, connection requests, and new content all in one place.


Questions or feedback? Just reach out to us at [email protected] Our goal is to make it as easy as possible to uncover the best resources, including to share with clients.

New: Client Engagement Improvements

We’ve made some quick but exciting improvements to the microsite experience. Here’s why:

  • To make engagement easier, we increased the size of the floating action button, to put your contact information more closely at hand for clients
  • To make the page even more dynamic, we added an on-load effect, showing the clients how they can engage with the floating action button
  • To increase shares, we added social links to the top navigation bar of the microsite experience.

You can see example of all of these on my page here.

See What Your Network is Sharing

As we watch the network of users on Gainfully grow, we always want to connect financial professionals together in new and valuable ways. And a funny thing happens when you have thousands of advisors sharing content everyday: You start to see how powerful a colleague or partner’s recommendations can be.

So we’re excited to begin rolling out a way to discover content that we’re calling “Your Network“. Your Network shows your professional connections and the content they are sharing in real time, enabling you to harness your private network of financial professional on Gainfully.

To get started, just import your professional connections (we recommend importing a LinkedIn export) and we’ll automatically connect you with other Gainfully users who are sharing content. Note: You’ll only be able to see cards you already have access to, so you won’t risk stumbling upon private cards (or sharing them with your own network of connections).

This is just the beginning of our plans to help you gather valuable insights from your network of professional relationships and we would love your feedback as you set up Your Network. Questions? Just contact us at [email protected] Don’t have an account yet? Create one for free.

Introducing Microsites: Modern, Mobile-First Engagement

Gainfully Microsites are a unique, mobile-optimized solution designed to help today’s financial professionals and insurance agents better engage with their prospects and clients online. Unlike other advisor websites, our solution balances advisor branding with ease of implementation. Gainfully Microsites give advisors the flexibility to share personalized dynamic content, to showcase their expertise, boost visibility and attract new business.


Built on the innovative Gainfully Platform, Gainfully Microsites allow advisors to manage multi-channel social and web presences through a single dashboard, while remaining protected with our robust compliance functionality. Plus, Gainfully Microsites are available to all thousands of Gainfully users immediately — every post shared card can immediately be accessed through advisors’ social link.

Sharing with your social networks is an important part of branding yourself and building your business. But why is it that your posts always send people to some other website? Gainfully Microsites make it easy to keep and engage clients and prospects no matter how they discover your business. Advisors can create a free account or institutions can contact [email protected] about delivering Gainfully to your team.

Gainfully for iPhone is Here

Christmas has arrived a little early! Gainfully for iPhone is now available in the Apple App store for download. Everything you love about Gainfully is now in your pocket, along with some nice enhancements made possible by iOS, including contact sync.

Sharing and Sending on the Go

Discover and share cards from anywhere. Sharing to social media accounts and to your entire contact list is supported right from the card menu, just like in your web browser.

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Contact Sync & History

You can sync your iPhone address book and immediately send cards to your contacts utilizing the sync feature. You can also view your contacts’ histories right from the phone.

Compliance Policy Baked In

Your organization’s compliance policy is build right into the app when you sign in, so there’s no worry about knowing if a card is approved, if Facebook sharing is supported, or that a post will get journaled properly. It just works.

Selfie Support

Need a fresh new photo? You can use your phone’s camera to snap the perfect pic for your profile!

Android Coming Soon

We’re hard at work on the Android version, to be released in the Google Play store in the (very) near future. Stay strong Android users!