Resources

Insights and success stories from our team

Modern Investor Pulse

The Finimize Modern Investor Pulse is run every quarter. We survey thousands of modern retail investors to get a grasp of shifting trends and investor sentiment – distilling the key insights into a quarterly report.

Case Studies

Dive into success stories with Finimize For Business customers.

Insights

Insights from our team at the cutting edge of content strategy to use in your business.

Latest resources

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Insights
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.

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Insights
25/3/2024

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.

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Insights
26/2/2024

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.

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Insights
16/2/2024

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.

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Insights
9/2/2024

The Content Experience: A Differentiator In A Competitive Landscape

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

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Insights
7/12/2023

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.

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Insights
22/11/2023

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.

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Insights
22/11/2023

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.

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Insights
22/11/2023

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.

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Insights
29/9/2023

How Investment Platform Executives Build Global Platforms

Executives from Interactive Brokers and Public.com share insights on meeting retail investors' needs and expanding global platforms beyond the US.

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Insights
30/8/2023

Fintech CEOs Share Their Tips For Building Modern Investment Platforms

The financial services industry is changing as we speak, so we hosted eToro’s US CEO Lule Demmissie and TradeStation’s president and CEO John Bartleman to discuss how to build and scale investment platforms fit for today's world. 

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Insights
27/6/2023

Despite Falling Valuations, Investing Apps Still Have Upside. Here’s Why.

How investing apps can come back even stronger despite falling valuations.

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Case Studies
5/3/2024

Wealthyhood

Wealthyhood is a DIY wealth-building app for long-term investors, offering users the tools they need to put their money to work.

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Case Studies
13/11/2023

Ledger

Ledger provides security and infrastructure solutions to critical digital assets for consumers and institutional investors with 1M+ units sold in more than 165 countries.

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Case Studies
13/11/2023

Goodbody

Goodbody is Ireland's leading financial services firm with roots dating back to 1874.

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Modern Investor Pulse
Pulse
20/3/2024

Modern Investor Pulse – Q2/2024

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Modern Investor Pulse
Pulse
7/12/2023

Modern Investor Pulse – Q1/2024

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Modern Investor Pulse
Pulse
5/12/2023

Modern Investor Pulse – Q4/2023

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Modern Investor Pulse
Pulse
5/12/2023

Modern Investor Pulse – Q3/2023

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Modern Investor Pulse
Pulse
5/12/2023

Modern Investor Pulse – Q2/2023

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Modern Investor Pulse
Pulse
5/12/2023

Modern Investor Pulse – Q4/2022

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Modern Investor Pulse
Pulse
5/12/2023

Modern Investor Pulse – Q3/2022

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