Why gifting in financial services is harder
Compliance requirements
Every gift needs a paper trail. Givingli Pro logs sender, recipient, amount, date, and redemption with full export capability.
Strict budget oversight
Gift thresholds matter. Set per-gift limits, per-advisor budgets, approval workflows, and real-time spending dashboards.
Client preferences vary widely
A wine gift to a client who doesn't drink damages the relationship. Choice-based gifts eliminate the risk entirely.
How it works
Compliant gifting in three steps
Configure your policies
Set per-gift limits, approval thresholds, and per-advisor budgets that match your compliance requirements.
Send with confidence
Advisors select a client, choose a budget within policy, and send a branded digital gift. Compliance team has real-time visibility.
Report and audit
Every gift generates a complete audit record. Export compliance reports, track spending by advisor, and document everything.
Why financial services firms choose Givingli Pro
Compliance-ready
Full audit trails for every gift. Sender, recipient, amount, date, redemption status, and gift selection. All exportable.
Budget controls
Per-gift limits, per-advisor budgets, approval workflows, and real-time spending dashboards. Stay within policy automatically.
Client choice
Eliminate the risk of inappropriate gifts. Clients choose from 400+ brands, experiences, and charitable donations.
Enterprise-grade security
Role-based permissions, SSO support, and secure data handling that meets financial services requirements.
Trusted by industry leaders
"Givingli Pro has been a game-changer for us at Chick-fil-A. We use it to celebrate milestones, show appreciation, and even network."
"Givingli has helped make our approach to the little things more turnkey by solving shipping challenges, saving us valuable time and providing us an effortless way to manage and track our gifting."
Why financial services needs a different approach to gifting
Gifting in financial services is uniquely challenging. Compliance teams need documentation. Budget oversight requires granular controls. And the wrong gift to the wrong client can damage a relationship that took years to build. These constraints have led many firms to avoid gifting entirely, which means missing one of the most effective relationship-building tools available.
Givingli Pro was designed with these constraints in mind. Every gift generates a complete audit record: who sent it, who received it, the dollar amount, when it was redeemed, and what was selected. These records are exportable in one click for any compliance review. Budget controls include per-gift limits, per-advisor spending caps, and configurable approval workflows.
The choice-based model solves the appropriateness problem. Instead of an advisor guessing what a client wants and risking an awkward misstep, the client receives a branded card and chooses from 400+ options including retail, dining, experiences, and charitable donations. Every gift lands appropriately because the recipient makes the choice.
For wealth management, insurance, banking, and advisory firms, systematic client gifting drives measurable retention and referral results. Firms using Givingli Pro for client milestones, annual reviews, and referral thank-yous report stronger client relationships and higher satisfaction scores. The key is consistency, which automation makes possible even across large advisor teams.
Ready for compliant client gifting?
See how financial services firms use Givingli Pro for client relationships.
Frequently asked questions
Ready for compliant client gifting?
See how financial services firms use Givingli Pro for client relationships.
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