Financial Services
Streamline transactions and build client relationships with trusted digital tools
From banks and brokerages to credit unions and investment firms, Bitly makes it easy to securely share, track, and analyze all your client communications.
Loved by big and small brands everywhere
- Create branded QR Codes for event signage, pitch decks, and printed collateral so clients can scan and connect directly with your firm.
- Monitor client QR Code engagement across every placement to give bankers, advisors, and agents the intel they need to personalize outreach.
- Foster stronger client relationships by using QR Codes to share personalized landing pages with appointment scheduling options or exclusive offers.
Give your clients every reason to click with custom short links
- Share detailed reports, financial statements, and proposals with secure branded short links.
- Utilize SMS links to send mortgage information, account updates, and service announcements directly to your customers.
- Send clients short links to surveys after key interactions and collect valuable insights so you can improve your service and offerings.
Stay on top of market trends with Bitly Analytics
- Monitor real-time client engagement in an easy-to-use dashboard so you can start making more informed decisions.
- Easily track clicks, scans, geographical data, referral sources, device type, and more across all the short links and QR Codes you create.
- Uncover new opportunities for client engagement by identifying and reacting to changes in their behavior over time.
Link your marketing with Bitly
Use our URL shortener and QR Code generator to create branded links and QR Codes in seconds, then track every click and scan in Bitly.
URL Shortener
Short links that do more
Customize, share, and track your links — every click tells you more about what your audience wants.
- AI-powered link creation
- Custom domains and back-halves
- URL redirects
- Bulk link shortening
QR Codes
Codes you can edit and track
Dynamic QR Codes for print and packaging — update the destination anytime, no reprint needed.
- Customizable colors, patterns, and logos
- Dynamic QR Codes
- PNG/JPEG/SVG downloads
- Bulk QR Code creation
Analytics
See every click and scan
Real-time performance for every link and code, side by side.
- Geography, referrer, and device tracking
- Cross-channel analytics dashboards
- AI-powered analytics and insights
- Campaign performance and UTMs
FAQ
Glad you asked! Here’s a few basics to get you started.
Without a doubt! Bitly uses HTTPS encryption for all short links for secure data transmission.
With Bitly, you can also take security into your own hands by customizing Bitly Links with branded domains. This will make it easier for your clients to distinguish your links from any potential phishing URLs.
Replacing generic or suspicious-looking URLs with short, branded ones also helps you maintain a professional presence in every communication to build client trust.
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.
