The best embeddable drag-and-drop builder for financial services platforms
Insurance platforms, wealth management tools, and CRMs for the financial sector embed Beefree SDK to help their users build emails, landing pages, and notifications, with the controls financial services require, no dev team needed.
The editor your users love, and their compliance team doesn't have to worry about
Financial services platforms have strict compliance requirements. With Beefree SDK, you and your customers choose which controls to expose, who can access what, and every change is tracked, all inside a white-labeled editor intuitive enough that your users love it.
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A drag-and-drop editor your users will actually use
With the intuitive editor, your users can easily create emails, landing pages, or notifications. No HTML or design skills required.
Permission locks for compliant industries
Lock required FINRA disclosures, compliance footers, and brand assets into templates, set which users can change what, and track every edit across your entire user base.
Templates for any use case
Provide your users with a library of pre-built templates that build trust on every step of the financial journey.
Share, save, and reuse assets
Brands can share content blocks centrally and push updates across every template at once, so distributed networks stay consistent.
A white-labeled editor that feels native to your product
The editor lives inside your product and is fully customizable to match your brand's look and feel. Your users see your platform, not Beefree.
Designed for internal teams, too
Financial services organizations use Beefree SDK directly for advisor outreach, branch campaigns, and compliance updates where brand governance and reliable rendering matter as much as in any customer-facing send.
An editor you can ship this month, and never have to rebuild
Every financial services platform reaches the same decision point: build an editor in-house or embed one. The teams that build spend months on cross-client rendering, drag-and-drop UI, personalization logic, and compliance controls before their users edit a single design.
Beefree SDK is already best-in-class, so you're not just getting to launch faster. You're skipping the months of roadmap that come with building and maintaining it yourself, and that work doesn't stop at launch.
Email clients update their rendering engines, and accessibility standards keep evolving
Someone has to keep a drag-and-drop editor working across all of it indefinitely. We made that our job instead of yours.
An editor that keeps getting better
We run 8-week development cycles. This means we ship updates and improvements fast based on your feedback, and you get to release new features without any engineering resources.
Email rendering, handled
We stay on top of email client changes so the HTML your users create renders as intended across clients. A broken render in a client statement or a compliance notice just isn't an option.
Data storage and access on your terms
Beefree SDK doesn't need to hold your end users' data to power the editor. It's SOC 2 Type II and ISO 27001 certified, and storage, isolation, and access controls stay in your hands.
Here's how you keep control while your users create the content they need:
Bring your own storage — choose Beefree's default AWS S3, your own AWS S3 bucket, or your own file system on paid plans.
Client data stays separated by design — each user or client gets its own UID, keeping files and assets logically isolated.
Custom roles and permissions — create roles like Brand Manager or Copyeditor and set exactly what each one can touch, down to individual rows and modules.
ISO 27001, SOC 2 Type II, VPAT, GDPR, and more.
AI capabilities that don't compromise compliance
From simple AI assistants that help users generate copy and images faster to agentic design workflows that create full campaigns, Beefree SDK makes it easy to deliver the AI-powered content experience you envision, without changing who approves what gets sent.
AI assistants you can ship today
Speed up time-consuming tasks for your users with our library of easy-to-embed AI AddOns. Write copy with AI, generate images, handle translations automatically, and much more, all using the LLM of your choice.
Agentic design experiences that integrate deeply into your financial services platform
Build custom, deep AI integrations through MCP (Model Context Protocol) and create custom agents that support your users in any content creation task.
See what your platform could build
