Trusted branded links
Clients trust links that come from your domain, not a generic shortener. Branded short links make every email, SMS, and document look more professional and get clicked more. Available from the Starter plan.
Key Benefits
Linkkit helps financial services teams move faster and perform better
Stop losing customers between campaigns and touchpoints. Track what works, fix what doesn’t, and keep every experience clean.
Finance overview
Build trust the moment a client sees your link
Verified
linkkit.com/client-portal
Branded links with your domain make statements, portals, and updates feel professional and recognizable.
Statements
Trusted delivery
Portals
Recognizable
Updates
Client-ready
Trust signals
Domain
Your brand
Access
Secure path
Result
Higher opens
01
Build trust the moment a client sees your link
Branded links with your domain build trust in finance. Send statements, portals, and updates with professional, recognizable links.
Campaign updates
Sync
Keep communications current without resending campaigns
Update any link anytime so email, SMS, and print always point clients to the current destination.
01
Email
pointed to new portal
02
SMS
updated automatically
03
Print QR
same code, new path
02
Keep communications current without resending campaigns
Update any link anytime—emails, SMS, and print stay current automatically with no resending or broken links.
Action tracking
Real time
Client engagement
Know which communications drive client action.
Every Linkkit short link and QR code tracks clicks in real time so you can see what emails, links, and segments engage clients.
Email campaigns
tracked in Linkkit
42% of clicks
Client portals
tracked in Linkkit
31% of clicks
SMS follow-ups
tracked in Linkkit
27% of clicks
03
Know which communications drive client action.
Every Linkkit short link and QR code tracks clicks in real time, showing which emails, product links, and client segments drive engagement.
Linkkit keeps you ahead with
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Linkkit keeps you ahead with
trusted branded links
Additional Features
Tools your financial team needs to engage clients.
Everything your financial team needs to engage clients professionally.
Editable destinations
Create a short link once and update where it goes any time a portal changes, a form moves, or a rate page is updated. No broken links. No resending campaigns to clients.
Dynamic QR codes
Add QR codes to printed statements, welcome packs, and branch displays. Update what they link to any time without reprinting. Clients always reach the right portal or product page.
Campaign organization
Manage links and QR codes for every product, campaign, and client segment from one workspace. Tag by product line, region, or team so your whole operation stays organized.
Live analytics
See in real time which client communications are driving the most engagement. Know which onboarding emails are being clicked, which product links are performing best, and which channels are most effective.
Custom domains
Every link clients receive carries your financial brand. They see your domain, not ours. In an industry built on trust, that matters more than anywhere else.
Use Cases
Built for every financial services team
One platform for every person on your financial services team.
Retail banking teams
Send account opening links, product promotions, and service updates as branded short links that clients trust and click. Track every engagement to know who is interested and who needs follow-up.
Wealth management
Share research reports, portfolio update pages, and meeting booking links with clients using branded short links that tell you exactly when someone engaged and what they looked at.
Insurance and pensions
Send policy documents, renewal reminders, and claims portal links as trusted branded short links. Update destinations any time without resending every client communication.
Marketing teams
Run product campaigns, rate promotions, and seasonal offers with trackable short links and QR codes. Know which channels are driving the most applications and product sign-ups.
Branch and agent networks
Give every branch and advisor branded short links for their local outreach. Track engagement at the branch level and see which locations are driving the most client interest.
Compliance and operations
Manage all links and QR codes from one workspace with full audit trails. Know exactly what was sent, when it was sent, and how many clients engaged with it.
“Linkkit helps us send trusted branded links that improved client engagement.”
ET
Emma T.
Every client interaction is a trust-building moment
Free to start. No ads or contracts—just branded links and QR codes for professional financial communication.