FINANCIAL SERVICES AND INSURANCE COMPANIES

Build better relationships with your clients, advisors, agents, and partners

Drive awareness and education through beautiful and engaging event experiences.

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Goldcast has become an integral marketing channel for us to engage with our clients. The product and the support team is incredible!

Director of Marketing

$2B Financial Services Company

Amanda elam

Leading financial and insurance service companies trust Goldcast

Loved by banks, fintechs, asset management, and insurance companies

Customer NPS score
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Increase in advisor enrolment
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Agent enablement increase
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Qualified sales opportunities
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Use Cases

Imparting Customer Education

Educate your customers about market trends and investment opportunities to build trust and improve retention. Goldcast enables leading financial institutions to deliver actionable advice to customers through engaging digital experiences.

Empowering financial advisors

Empower your financial advisors with the latest market insights and product offerings to effectively sell your services. Our easy to use event templates helps you host repeatable sessions and store all resources in our content hub for a seamless on-demand experience

Product adoption & retention

Empower your sellers, partners, agents, and customers with regular product updates to increase adoption and retention. Our event experience, on-demand viewing, and unique attendee insights integrate with popular CRMs to provide a holistic tool kit for scaling your digital event programs.

Insurance agents enablement

Provide the right training for your agents and agency partners to make them feel informed and confident about your policies. Make your sessions truly engaging through live chat, interactive polls, and Q&A, and offer education credits to scale your agent enrollment program.

Key reasons why financial services companies prefer Goldcast

A beautiful Netflix-like experience that creates a “wow” factor
Industry leading security & compliance standards
Content hubs for on-demand consumption
Powerful CRM and marketing integrations to power timely follow-ups
Check out our integrations —>

We provide 24/7 dedicated support for all your digital events

See what our users have to say

Implementation Support
This is an image of Nina Butler, Director of Global Events Marketing at Alyce.

"We moved to Goldcast in 25 days thanks to flexibility and guidance from the Goldcast team. They acted like an extended team till our first event”

Jess Bahr
previously
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Increased attendance rate
This is an image of Nina Butler, Director of Global Events Marketing at Alyce.

We saw an increase in attendance rate by 10% within the first 2 events.

Janna Erickson
previously
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Video Production Capabilities
This is an image of Nina Butler, Director of Global Events Marketing at Alyce.

Our customers were amazed by our thought leadership series, thanks to Goldcast!

Amanda Elam
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Ease of Use
This is an image of Nina Butler, Director of Global Events Marketing at Alyce.

Goldcast was super easy to use compared to other platforms for both our employees as well as our guest speakers

Davi Schmidt
Demand Generation Director
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Modern Experience
This is an image of Nina Butler, Director of Global Events Marketing at Alyce.

Our MQL goals saw an increase of 20% through Goldcast’s video production capabilities. The experience was super engaging and very modern!

Laura Lilley
Global Experiential Marketing & Events
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