Insights and resources

“Why should I care?”: How Finimize produces news

Customer Engagement for Financial Services

We interviewed 3 CMOs at companies managing over $19 trillion in assets: Here’s what they all had in common

What is AI in Finance? How Artificial Intelligence is Changing Financial Services

Five things all financial marketers should know about first-time retail investors

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

Most fintechs sound the same: here’s how you give yours a voice that stands out

You can recognize Jeff Goldblum’s dulcet tones from a mile away. Here’s how to do the same yourself – but instead of dinosaurs and leather pants, it’s finance.

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.

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.

Generation Podcast: How AI Will Transform Fintech Innovation, With Lex Sokolin Of Generative Ventures

So much of what gets labeled as “corporate innovation” is just old ideas in vaguely new wrappers. On today’s Generation Podcast, Max talks to Lex Sokolin, an entrepreneur and economist who understands the difference. He’s at the forefront of the next generation of financial services, so you won’t want to miss this.

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.

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.