Max Rothery
VP of Community
Max Rothery is VP Community & B2B Marketing at financial information platform Finimize. He is responsible for engaging its 1m+ subscriber base. In his time at Finimize, he has scaled the community to one of the largest investor communities in the world, including launching the largest finance summit for modern investors with speakers like Ray Dalio & Jamie Dimon. Max is also responsible for marketing the Finimize B2B business that serves over 350+ financial institutions. Prior to Finimize, Max was responsible for leading digital strategy at private bank Kleinwort Benson through to their acquisition by Societe Generale. He then led digital strategy and innovation for Societe Generale's UK private banking business developing new products to engage the future of wealth management clients.
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Insight
15/10/2024
We interviewed 3 CMOs at companies managing over $19 trillion in assets: Here’s what they all had in common
Insight
21/8/2024
What is AI in Finance? How Artificial Intelligence is Changing Financial Services
Insight
26/6/2024
Generation Podcast: How Revolut Grew To Its First 10 Million Customers
Chad West knows how to grow a fintech firm: he led marketing at Revolut for nearly five years, as its user base hit 10 million. Now, he advises other early-stage CMOs and serves as the marketing VP at crypto platform Argent. Today, he’s sitting down with Max to talk about fintech growth.
Insight
11/6/2024
Top 3 US Investment Platforms 2024 (And Why Investors Love Them)
Discover the top 3 US investment platforms and why modern investors love them, based on our survey of 3,000+ engaged retail investors.
Insight
11/6/2024
Top 3 UK Investment Platforms 2024 (And Why Investors Love Them)
Discover the UK's top 3 investment platforms and why modern investors love them, based on our survey of 3,000+ engaged retail investors.
Insight
10/6/2024
Making fintech marketing bolder with Habito founder Daniel Hegarty
Learn how Dan Hegarty, CEO of Communion and former Habito leader, grew Habito into the UK’s top mortgage brand with bold moves and branding.
Insight
10/6/2024
How Hargreaves Lansdown scaled content marketing w/ Chris Worle.
Discover how Chris Worle transformed Hargreaves Lansdown into the UK’s top investment platform and his insights on profitable fintech growth.
Insight
30/5/2024
Generation Podcast: How to build a product customers crave
We're on a mission to meet some of the smartest minds changing how financial services engage with modern investors. In this episode we talk product with Wealthfront's Dave Myszewski, engineer on the original iPhone.
Insight
15/5/2024
Generation Podcast: How To Build A Successful Brand In The 'Death Industry'
We're on a mission to meet some of the smartest minds changing how financial services engage with modern investors. In this third episode we talk about how to design a lean org structure to supercharge product growth, why being understaffed is actually necessary to stay innovative and how they used design to achieve an NPS score in the 90s.
Insight
24/4/2024
The Generation Podcast Episode 2
We're on a mission to meet some of the smartest minds changing how financial services engage with modern investors. In this second episode we talk about the challenges of scaling and positioning a fintech brand, and the importance of taking creative risks.
Insight
10/4/2024
Introducing The Generation Podcast
We're on a mission to meet some of the smartest minds changing how financial services engage with modern investors.
Insight
14/3/2023
How to turn attention into education
Here's why retail investors love Tesla, and how financial services brands can turn that attention into education
