CINXE.COM
Bitly for Financial Services | Client Management & Secure Sharing
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<div class="mega-menu__col--title-bar"> <h3 class="mega-menu__col--title">Products</h3> </div> <div class="mega-menu__sub-menu--content split-menu-items menu-has-icons"> <ul> <li><img decoding="async" class="alignnone wp-image-13140 size-full" role="img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/link-icon.svg" alt="Url Shortener Icon" width="36" height="36"><a href="https://bitly.com/pages/products/url-shortener">URL Shortener<br> <strong>Customize, share and track links</strong></a></li> <li><img decoding="async" class="alignnone wp-image-13142 size-full" role="img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/qr-icon.svg" alt="Qr Code Icon" width="36" height="36"><a href="https://bitly.com/pages/products/qr-codes">QR Code Generator<br> <strong>Dynamic solutions to fit every business need</strong></a></li> <li><img decoding="async" class="alignnone wp-image-13139 size-full" role="img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/barcode-icon.svg" alt="Barcode Icon" width="36" height="36"><a href="https://bitly.com/pages/products/2d-barcodes">2D Barcodes<br> <strong>Add a Global Trade Number (GTIN) to QR Codes designed for packaging</strong></a></li> <li><img decoding="async" class="alignnone wp-image-13138 size-full" role="img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/analytics-icon.svg" alt="Analytics Icon" width="36" height="36"><a href="https://bitly.com/pages/products/analytics">Analytics<br> <strong>A central place to track and analyze performance</strong></a></li> <li><img decoding="async" class="alignnone wp-image-13141 size-full" role="img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/link-in-bio-icon.svg" alt="Link in BIO icon" width="36" height="36"><a href="https://bitly.com/pages/products/pages">Pages<br> 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Links<br> <strong>Customize links with your brand’s URL</strong><br> </a></li> <li><img decoding="async" class="size-full wp-image-13307 alignnone" role="img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/mobile-links.svg" alt="Mobile link icon" width="36" height="36"><a href="https://bitly.com/pages/features/mobile-links">Mobile Links<br> <strong>Short links for SMS messages</strong></a></li> <li><img decoding="async" class="size-full wp-image-13308 alignnone" role="img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/utm-campaigns.svg" alt="UTM icon" width="37" height="36"><a href="https://bitly.com/pages/features/utm-links">UTM Campaigns<br> <strong>Track links and QR Codes with UTM parameters</strong></a></li> </ul> </div> </div> </div> </div> <div class="mega-menu__col col-2 large-4"> <div class="mega-menu__col--title-bar"> <h3 class="mega-menu__col--title">Integrations</h3> </div> <div class="mega-menu__integrations"> <div class="grid-x"> <a class="integrations-item small-6" href="https://bitly.com/pages/marketplace/hubspot-2"> <div class="img-wrap"> <img class="menu-img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2022/12/Hubspot-Logo-150x150.png" alt="Logo for Hubspot integration" loading="lazy"> </div> <span>Bitly HubSpot Connector</span> </a> <a class="integrations-item small-6" href="https://bitly.com/pages/marketplace/canva"> <div class="img-wrap"> <img class="menu-img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2023/08/canva-logo-app-connectors-150x150.png" alt="Logo for Canva integration" loading="lazy"> </div> <span>Bitly + Canva Integration</span> </a> </div> <a href="https://bitly.com/pages/marketplace" class="integrations-cta">See all integrations</a> </div> <div class="mega-menu__col--title-bar"> <h3 class="mega-menu__col--title">Discover more</h3> </div> <div class="mega-menu__discover"> <ul> <li><a href="https://dev.bitly.com/">API & Documentation</a></li> <li><a href="https://bitly.com/pages/trust">Trust Center</a></li> </ul> </div> </div> </div> </div> </li> <li class="menu-item menu-item-has-children"> <a href="#">Solutions</a> <div class="mega-menu__container"> <div class="mega-menu__container-inner grid-x grid-padding-x"> <div class="mega-menu__col col-1 large-8 split-menus first-menu-fill"> <div class="mega-menu__wrapper"> <div class="mega-menu__sub-menu"> <div class="mega-menu__col--title-bar"> <h3 class="mega-menu__col--title">By industry</h3> </div> <div class="mega-menu__sub-menu--content split-menu-items"> <ul> <li><a href="https://bitly.com/pages/solutions/retail">Retail</a></li> <li><a href="https://bitly.com/pages/solutions/consumer-packaged-goods">Consumer Packaged Goods</a></li> <li><a href="https://bitly.com/pages/solutions/hospitality">Hospitality</a></li> <li><a href="https://bitly.com/pages/solutions/media">Media & 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src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/00_solution_financial-services_hero-img_desktop@2x.png" alt="Man scans QR code for Bank information" width="1024" height="782" class="hide desktop-img" loading="eager"> <section class="hero-content" style="background-color:;background-image:url(https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/00_solution_financial-services_hero-img_desktop@2x.png);"> <span role="img" aria-label="Man scans QR code for Bank information"></span> <div class="hero-wrap"> <div class="grid-container"> <div class="inner-content grid-x grid-margin-x grid-padding-x"> <div class="cell large-7"><p class="preheading2">Financial Services</p> <h1 class="h2">Streamline transactions and build client relationships with trusted digital tools</h1> <p class="p0" style="margin-bottom: 18px; margin-top: 14px; font-weight: 400;">From banks and brokerages to credit unions and investment firms, Bitly makes it easy to securely share, track, and analyze all your client communications.</p> <p style="text-align: left;"><a id="heroSignupBtn" class="btn btn-primary" href="https://bitly.com/pages/pricing" data-testid="sdet-cta-hero-button">Get started for free</a></p> </div> </div> </div> </div> </section> </div> </hero> </aside><div class="content" id="content"> <div class="inner-content"> <main class="main" role="main"> <article id="post-12998" class="post-12998 page type-page status-publish has-post-thumbnail" role="article" itemscope itemtype="http://schema.org/WebPage"> <div class="entry-content" itemprop="text"> <div class="redesign-2024"> <section class="two-columns-redesign text-content" style="background-image:url();background-color:"> <div class="grid-container img-right"> <div class="inner-content grid-x grid-margin-x grid-padding-x align-center"> <div class="cell large-6"> <div class="content-padding two-columns-redesign__content"><h3 class="h3">Maximize client engagement and prioritize convenience with QR Codes</h3> <ul> <li>Create <a href="https://bitly.com/pages/products/qr-codes">branded QR Codes</a> for event signage, pitch decks, and printed collateral so clients can scan and connect directly with your firm.</li> <li>Monitor client QR Code engagement across every placement to give bankers, advisors, and agents the intel they need to personalize outreach.</li> <li>Foster stronger client relationships by using QR Codes to share personalized landing pages with appointment scheduling options or exclusive offers.</li> </ul> </div> </div> <div class="cell large-6"> <div class="content-padding two-columns-redesign__image"> <div class="img-wrap pullright"> <picture> <source srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/01_solution_financial-services_feature-img_mobile@2x.png" media="(max-width: 481px)"></source> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/01_solution_financial-services_feature-img_desktop@2x.png" alt="QR code to book an appointment with a financial agent"> </picture> </div> </div> </div> </div> </div> </section> <section class="two-columns-redesign text-content" style="background-image:url();background-color:"> <div class="grid-container img-left"> <div class="inner-content grid-x grid-margin-x grid-padding-x align-center"> <div class="cell large-6"> <div class="content-padding two-columns-redesign__content"><h3 class="h3">Give your clients every reason to click with custom short links</h3> <ul> <li>Share detailed reports, financial statements, and proposals with secure <a href="https://bitly.com/pages/products/url-shortener">branded short links</a>.</li> <li>Utilize SMS links to send mortgage information, account updates, and service announcements directly to your customers.</li> <li>Send clients short links to surveys after key interactions and collect valuable insights so you can improve your service and offerings.</li> </ul> </div> </div> <div class="cell large-6"> <div class="content-padding two-columns-redesign__image"> <div class="img-wrap pullleft"> <picture> <source srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/02_solution_financial-services_feature-img_mobile@2x.png" media="(max-width: 481px)"></source> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/02_solution_financial-services_feature-img_desktop@2x.png" alt="Branded short link for customer reviews"> </picture> </div> </div> </div> </div> </div> </section> <section class="two-columns-redesign text-content" style="background-image:url();background-color:"> <div class="grid-container img-right"> <div class="inner-content grid-x grid-margin-x grid-padding-x align-center"> <div class="cell large-6"> <div class="content-padding two-columns-redesign__content"><h3 class="h3">Stay on top of market trends with Bitly Analytics</h3> <ul> <li>Monitor <a href="https://bitly.com/pages/products/analytics">real-time client engagement</a> in an easy-to-use dashboard so you can start making more informed decisions.</li> <li>Easily track clicks, scans, geographical data, referral sources, device type, and more across all the short links and QR Codes you create.</li> <li>Uncover new opportunities for client engagement by identifying and reacting to changes in their behavior over time.</li> </ul> <p> </p> </div> </div> <div class="cell large-6"> <div class="content-padding two-columns-redesign__image"> <div class="img-wrap pullright"> <picture> <source srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/03_solution_financial-services_feature-img_mobile@2x.png" media="(max-width: 481px)"></source> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/03_solution_financial-services_feature-img_desktop@2x.png" alt="Bitly analytics dashboard"> </picture> </div> </div> </div> </div> </div> </section> <section class="two-columns-redesign text-content" style="background-image:url();background-color:"> <div class="grid-container img-left"> <div class="inner-content grid-x grid-margin-x grid-padding-x align-center"> <div class="cell large-6"> <div class="content-padding two-columns-redesign__content"><h3 class="h3">Improve the entire client experience with Bitly Connections Platform</h3> <ul> <li>Create, manage, and track all of your offline and online interactions in one simple platform.</li> <li>Skip the learning curve and empower your team to create short links and QR Codes in seconds thanks to Bitly’s intuitive interface.</li> <li>Tap into the power of the tools you already know and love with Bitly’s 800+ integrations.</li> </ul> </div> </div> <div class="cell large-6"> <div class="content-padding two-columns-redesign__image"> <div class="img-wrap pullleft"> <picture> <source srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/04_solution_financial-services_feature-img_mobile@2x.png" media="(max-width: 481px)"></source> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/05/04_solution_financial-services_feature-img_desktop@2x.png" alt="Bitly connections platform UI"> </picture> </div> </div> </div> </div> </div> </section> <div class="reusable-content"> <section class="full-width-content text-content" style="background-image:url();background-color:"> <div class="grid-container"> <div class="inner-content grid-x grid-margin-x grid-padding-x"> <div class="cell"> <h2 class="h2" style="text-align: center;">Start building powerful connections today</h2> <p style="text-align: center;"><a data-testid="sdet-cta-get-started-button" class="btn btn-primary" href="https://bitly.com/pages/pricing">Get started for free</a></p> </div> </div> </div> </section> </div> <div class="reusable-content"> <section class="cards-block" style="background-color: #f7f4ee "> <div class="grid-container cards-inner"> <div class="inner-content grid-x grid-margin-x grid-padding-x"> <div class="cell"> <div class="block-intro clearfix"> <h3 style="text-align: center;">The Bitly Connections Platform</h3> <p style="text-align: center;">Use our URL shortener, QR Codes, and landing pages to engage your audience and connect them to the right information. Build, edit, and track it all in the Bitly Connections Platform.</p> <p style="text-align: center;"><a class="btn" href="https://bitly.com/pages/pricing" data-testid="sdet-cta-cp-button">Get started for free</a></p> </div> </div> </div> <div class="cards-outer-wrapper inner-content grid-x grid-margin-x grid-padding-x align-center"> <div class="cell large-4 flex-container"> <div class="card"> <div class="card-image"> <picture> <source srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/09/short-link-card-opt.png" media="(min-width: 1024px)"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/09/short-link-card-opt.png" alt="Short-links illustration example" width="1024" height="971" loading="lazy"> </source></picture> </div> <div class="card-section"> <div class="inner-wrap"> <div class="card-title"> <img class="card-title__img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/url-shortener-icon.svg" alt=""> <span> URL Shortener </span> <img class="card-title__arrow" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/themes/JointsWP-CSS-master/assets/images/cta-arrow-up.svg" alt="Upward facing arrow"> </div> <div class="card-description">A comprehensive solution to help make every point of connection between your content and your audience more powerful.</div> <div class="card-content"><p><strong>Popular URL Shortening Features</strong></p> <ul> <li>URL shortening at scale</li> <li>Custom links with your brand</li> <li>URL redirects</li> <li>Advanced analytics & tracking</li> </ul> <p><a id="pricing_clicked_link_management" class="btn-no-arrow btn" href="https://bitly.com/pages/pricing">Get started for free</a></p> <p><a id="product_clicked_link_management" class="btn-no-arrow btn-secondary" href="https://bitly.com/pages/products/url-shortener">Learn more</a></p> </div> </div> </div> </div> </div> <div class="cell large-4 flex-container"> <div class="card"> <div class="card-image"> <picture> <source srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/09/qr-code-card-opt.png" media="(min-width: 1024px)"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/09/qr-code-card-opt.png" alt="QR code options and sample of colors available" width="1024" height="971" loading="lazy"> </source></picture> </div> <div class="card-section"> <div class="inner-wrap"> <div class="card-title"> <img class="card-title__img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/qr-codes-icon.svg" alt=""> <span> QR Codes </span> <img class="card-title__arrow" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/themes/JointsWP-CSS-master/assets/images/cta-arrow-up.svg" alt="Upward facing arrow"> </div> <div class="card-description">QR Code solutions for every customer, business and brand experience.</div> <div class="card-content"><p><strong>Popular QR Code Features</strong></p> <ul> <li>Fully customizable QR Codes</li> <li>Dynamic QR Codes</li> <li>QR Code types & destination options</li> <li>Advanced analytics & tracking</li> </ul> <p><a id="pricing_clicked_qr_codes" class="btn-no-arrow btn" href="https://bitly.com/pages/pricing">Get started for free</a></p> <p><a id="product_clicked_qr_codes" class="btn-no-arrow btn-secondary" href="https://bitly.com/pages/products/qr-codes">Learn more</a></p> </div> </div> </div> </div> </div> <div class="cell large-4 flex-container"> <div class="card"> <div class="card-image"> <picture> <source srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/09/pages-card-opt.png" media="(min-width: 1024px)"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/09/pages-card-opt.png" alt="Various samples of Bitly Landing Pages" width="1024" height="971" loading="lazy"> </source></picture> </div> <div class="card-section"> <div class="inner-wrap"> <div class="card-title"> <img class="card-title__img" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/landing-pages-icon.svg" alt=""> <span> Landing Pages </span> <img class="card-title__arrow" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/themes/JointsWP-CSS-master/assets/images/cta-arrow-up.svg" alt="Upward facing arrow"> </div> <div class="card-description">Bitly Pages helps you create engaging, mobile-optimized landing pages in minutes.</div> <div class="card-content"><p><strong>Popular Landing Page Features</strong></p> <ul> <li>Custom URLs for social media</li> <li>Customizable landing page</li> <li>Easy-to-manage links</li> <li>Link and landing page tracking</li> </ul> <p><a id="pricing_clicked_link_in_bio" class="btn-no-arrow btn" href="https://bitly.com/pages/pricing">Get started for free</a></p> <p><a id="product_clicked_link_in_bio" class="btn-no-arrow btn-secondary" href="https://bitly.com/pages/products/pages">Learn more</a></p> </div> </div> </div> </div> </div> </div> </div> </section> </div> <div class="reusable-content"> <section class="testimonial-block redesign"> <div class="grid-container"> <div class="block-intro"> <h2 class="h2" style="text-align: center;">What our customers are saying</h2> </div> <div class="inner-content grid-x grid-margin-x"> <div class="cell"> <div class="testimonials owl-carousel owl-theme"> <div class="testimnial-item"> <div class="wrapper"> <div class="testimonial-imgs"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/quotes.svg" alt="Image of opening quotes" width="49" height="33"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/melody-park.png" alt="Melody Park's picture" width="80" height="80"> </div> <div class="testimonial-content"> <div class="h5">When it came to deciding on a platform to use for generating all of our QR Codes, there was a general consensus among the team—of course we should use Bitly! We didn’t even give it a second thought.”</div> </div> <div class="testimonial-owner"> <p class="h6">Melody Park</p> <p class="p1">Marketing Lead at Smalls</p> </div> </div> </div> <div class="testimnial-item"> <div class="wrapper"> <div class="testimonial-imgs"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/quotes.svg" alt="Image of opening quotes" width="49" height="33"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/phill-gergen.png" alt="Phill's picture" width="80" height="80"> </div> <div class="testimonial-content"> <div class="h5">When customers receive a status update from us, they can click on our encrypted link through the Bitly short link and directly view their order without having to log in, which is a smoother user experience and still keeps their information secure.”</div> </div> <div class="testimonial-owner"> <p class="h6">Phil Gergen</p> <p class="p1">Chief Information Officer at Koozie Group</p> </div> </div> </div> </div> </div> </div> </div> </section></div> <section class="blog-cards-slider"> <div class="grid-container"> <div class="block-intro"> <h2 class="h2">Explore the endless possibilities with Bitly</h2> </div> <div class="inner-content grid-x grid-margin-x grid-padding-y align-center blog-cards-parent"> </div> </div> </section> <div class="reusable-content"> <img src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/stars-effects.svg" class="hide"> <section class="full-width-content text-content dark-row no-padding-bottom background-no-repeat" style="background-image:url(https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/stars-effects.svg);background-color:#031f39"> <div class="grid-container"> <div class="inner-content grid-x grid-margin-x grid-padding-x"> <div class="cell"> <h3 class="h1" style="text-align: center; color: #ff950a;">Get closer to your audience<br> and customers today</h3> <p class="p0" style="text-align: center; font-weight: 400; text-wrap: balance; color: #fffdf8;">Knowing how your clicks and scans are performing should be as easy as making them. Track, analyze, and optimize all your connections in one place.</p> <p style="text-align: center; margin-top: 30px; margin-bottom: 30px;"><a class="btn btn-secondary btn-secondary-dark" href="https://bitly.com/pages/pricing" data-testid="sdet-cta-bottom-button">Get started for free</a></p> <p style="text-align: center; margin: 0;"><img fetchpriority="high" decoding="async" class="aligncenter size-full wp-image-13162 show-for-medium" src="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/footer-img_desktop@2x.png" alt="Connections Platform dashboard" width="2401" height="945" srcset="https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/footer-img_desktop@2x.png 2401w,https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/footer-img_desktop@2x-300x118.png 300w,https://docrdsfx76ssb.cloudfront.net/static/1732221498/pages/wp-content/uploads/2024/04/footer-img_desktop@2x-1024x403.png 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