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.
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


Leading financial and insurance service companies trust Goldcast




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




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
