Opt-in Hub

Drive retail investor adoption with speed, precision, and measurable impact

Built for scale, designed for results

Capture opportunity

A smart engine that continuously scans underlying accounts to identify lending opportunities in real-time.

Drive opt-ins

A powerful API and a dedicated dashboard for relationship managers, enabling personalized, data-driven outreach.

Track what matters

Instant visibility into client engagement and revenue generation, especially for high-value clients.

Introducing the Opt-In Hub

Built to address one of the industry’s biggest challenges—end-user adoption—the Opt-in Hub combines real-time intelligence and smart automation to deliver an end-to-end experience.

Real-time visibility

Access relevant opportunities at exactly the right moments—creating powerful ‘wow’ moments that drive adoption.

Real-time potential

Whether you’re an online broker automating outreach or a private bank engaging high-touch clients, the Opt-in Hub helps you identify, activate, and monetize lending opportunities across millions of accounts.

Real-time reporting.

Track performance instantly with robust analytics—giving you full visibility into engagement, opt-in rates, and revenue impact targets.

Results our clients have seen after choosing Sharegain

We don’t just promise results. We can deliver them.

112%

boost in end-user enrollment in just 3 weeks.

14x

faster opt-in speed vs. leading competitor

242%

 increase in securities lending revenue

These metrics reflect three different Sharegain clients. Not all clients can expect the same results. These results are pulled from high-performance periods. Not all periods are high-performance. With securities lending, as with all investment activities, past performance doesn’t indicate future results. (Sharegain Data, 2025).

Boost retail investor participation with the Opt-in Hub

Built to solve one of the industry’s biggest challenges—end-user adoption—the Opt-in Hub uses real-time intelligence and smart automation to enable financial institutions enroll millions of accounts, without the heavy lifting.

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Powered by our robust data engine, the Opt-in Hub transforms how our clients drive adoption

“From real-time opportunity detection to automated, API-driven outreach and performance tracking, the Opt In Hub delivers actionable insights that eliminate the heavy lifting of opt-in for financial institutions”

Ben Smith, Head of Product