Streamline transactions and build client relationships with trusted digital tools

Most definitely! Bitly integrates with hundreds of tools, including SMS solutions like Twilio (valuable for SMS-based client communications), CRMs like Salesforce, and marketing automation platforms like HubSpot. These integrations automate link creation and tracking within existing publishing or promotional workflows, reducing your burden.

For example, with a Twilio-Bitly integration, you can send unique short links to each client, directing them to personalized destinations, like investment resources or your claims filing portal.

With Bitly’s API, your integration capabilities are endless. You can even create more advanced or custom integrations suited specifically for in-house financial systems—like your firm’s digital portal—promoting seamless workflows.

Yes. Bitly has an intuitive interface that lets you create branded links, landing pages, and QR Codes in just a few steps. You don’t need technical expertise (or previous experience with Bitly) to create links for sharing statements, account details, appointment scheduling pages, or any other destination.

Beyond the user-friendly interface, we also provide all of our products—Bitly Links, Bitly Codes, Bitly Pages, and Bitly Analytics—in one convenient place, eliminating the need to log in and out of multiple platforms. This makes maintaining client communications easy for advisors and customer service reps.

Bitly also has a comprehensive Help Center with detailed information and guidance for all products, so self-serve support is only a click away.

Yes. Tracking engagements is relatively straightforward. You just need to log into your Bitly account and select Analytics on the left sidebar.

Bitly Analytics provides real-time data on link clicks, QR Code scans, and page views, allowing you to gauge clients’ engagement with these products. You can track each of them individually, making it easy to measure the impact of specific messages or campaigns. (Note that feature availability is based on the Bitly plan you choose.)

For example, if you link a QR Code to a landing page with your service details, you can track how many scans the code receives, where the scans originate, and the types of devices used to scan it. This allows you to gauge not only how many people show interest in your firm but also determine where they are and what they use for engagement.

Bitly Analytics can help improve financial services marketing by providing valuable customer insights. Here’s a breakdown of some of the metrics and how they can help you:

Engagements by referrer: Allows you to compare the effectiveness of different mediums for data-informed adjustments on future campaigns.

Total clicks and scans: Identifies the kind of content or marketing channels that resonate best with your target audience. For example, if you create two unique codes, one for a video explaining investment options and another for a document, you can determine whether videos are a better engagement medium than written resources.

Clicks and scans by location: Shows geographic engagement, which can help gauge regional interest and refine your targeting strategy.

Engagements by device: Helps you optimize future content and communications for your highest-engaging customers.

Yes! Bitly offers both free and paid plans. Our Free Plan gives you access to essential features including link shortening, QR Code creation with introductory customization options, unlimited clicks and scans, and basic analytics. This may be a good option if you want to get a feel for our platform before committing to a paid plan.

A paid Bitly plan opens up many more features, including more extensive QR Code color, pattern, and frame options, UTM building capabilities, a custom domain feature, comprehensive analytics, and link redirects. Paid plans give you complete control over how you create, customize, and manage all of your Bitly assets.