Carl Hazeley

Educated investors invest more and churn less: Three ways to improve your customers’ knowledge base

How Finimize Business Partners Stay Compliant When Using Our Content

Since we launched Finimize for Business, through which financial services firms can licence our content for their own platforms or work with us to create custom content, a key question we’ve helped partners solve is how to proactively engage their compliance teams, anticipate their questions and avoid problems later down the line.

The other KYC: Knowing your customers through content

Educating investors boosts engagement and retention. Investment platforms that excel in content gain a competitive edge and market share.

The Class Of 2020: How “Generation Investor” Invests Today

Generation Investor, emerging in 2020, navigates recessions, market crashes, and recoveries, maturing into a cohesive, active investor group.

Newsletter Advertising: How To Create A Successful Campaign

Boost your campaign using newsletters to deliver concise, impactful content directly to investors, that fits easily into their daily routine.

How Fintechs Can Empower Modern Investors Through Education and Community

Fintechs boost investor confidence and decision-making through education, community engagement, and peer learning, enhancing loyalty and trades.

Content Marketing for Fintechs: How Investing Content Helped Robinhood Build Best In Class Customer Engagement

Robinhood's content strategy drives engagement, leveraging referrals and education for growth, despite the commonality of zero-commission trades.

The Content Experience: A Differentiator In A Competitive Landscape

Retail investing grows as fintechs use educational content to build loyalty and trust, challenging ads.

Follow The Leader: The Content Strategies That Won 2023 And Will Win 2024 For Investment Platforms

Finance brands struggle with content, but learning from top players can transform customer engagement and cut costs.

How 21st Century Content Consumption Is Rewriting Investor Engagement

New investors flood the market, craving clear, unbiased investment content amid overwhelming options, signalling a big opportunity for insightful outlets.

The Finimize Omnichannel Spotlight

Busy modern investors need brands to deliver valuable content in brief moments they have, building trust and engagement for when they're ready to invest.

The Challenge Of Creating Effective In-House Content

Financial brands stand to gain by offering concise, actionable content that enables investors to make smarter decisions amid information overload.