For financial services
Give every campaign a trusted destination.
Connect public education, appointments, advisor profiles, and approved campaigns to stable links you can update when needed.
Build this routeBook a review
Build for the moment, not the feature list.
Public education
Use readable links for approved explainers, calculators, disclosures, and market updates.
Advisor contact
Put booking, contact, and current resources behind one digital card or campaign page.
Branch campaigns
Measure public signage, seminar materials, email, and partner placements separately.
Three moves for one durable route.
- 01
Route, do not record
Use Whooshly to reach official destinations, not to collect account credentials or financial data.
- 02
Keep disclosures attached
Make the destination page responsible for the current approved content and required disclosures.
- 03
Retain campaign context
Use UTMs and named routes so aggregate clicks and scans remain attributable.
Public campaign routes that stay under your control.
Create links, QR codes, UTMs, pages, and advisor cards in one lightweight toolkit, then export the core inventory when needed.
See what $35 includesFrequently asked questions
Can we use Whooshly for advisor booking links?
Yes. Route a branded short link or QR code to your approved booking or advisor page.
Can campaign destinations change after compliance approval?
A dynamic route can change, but your organization should apply its own approval process before updating regulated communications.
Does Whooshly handle payments or account data?
No. It routes visitors to the destination you choose and records campaign engagement, not banking or investment data.