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.

 

Leading financial services and insurance companies trust Goldcast

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We were used to an archaic process and mindset with our old platform. Now, we all feel the moment we get on Goldcast, we are on a modern platform. Just by getting on it, it's like an internal mindset that energizes the presenters and the audience.

Raymon David

Senior Director of Marketing Operations, Digital Demand and Analytics at LG Electronics
Raymon David

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

20%
Customer NPS score
30%
Increase in advisor enrolment
40%
Agent enablement increase
30%
Qualified sales opportunities

Provide better 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.

Empower 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 help you host repeatable sessions to scale quickly. You can then store all resources in our content hub for a seamless on-demand experience.

Improve product adoption and 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.

Better enable insurance agents

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. You can even offer education credits to scale your agent enrollment program.

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

 
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“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

Jess Bahr

Previously at Movable Ink
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“Our customers were amazed by our thought leadership series, thanks to Goldcast!”

Amanda Elam

Amanda Elam

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

Davi Schmidt

Davi Schmidt

Demand Generation Director at Snaplogic
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“Our MQL goals saw an increase of 20% through Goldcast's video production capabilities. The experience was super engaging and very modern!”

Laura Lilley

Laura Lilley

Global Experiential Marketing & Events at Hootsuite

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