New awards insights report:Get the retail investor verdict on the UK's investment platforms and products – segmented by age, experience, and wealth.
Finimize for banks and neobanks

Give your customers investing content they'll actually trust.

Whether you're running an established wealth arm or launching your first investing feature, license the content 1.1 million retail investors already read daily — instead of building it yourself.

Partners
The Opportunity

Skip the build, go straight to the result.

Building content that earns investor trust takes an editorial team that most banks haven't built and that the majority of neobanks can't yet justify. Instead, you can license the content 1.1 million investors already read every day.

20k+

News, analysis & education pieces licensed annually

30+

Financial institutions already license Finimize

70%

More engaging than other content sources

8x

Cheaper than in-house content planning & production

1.1M

Investors whose behaviour shapes what we write

The content gap every bank shares.

the challenge
Keeping a library current is a full-time job

News, analysis, education — markets don't stop, and neither does the content your wealth division needs. Most banks haven't built the editorial team to keep pace.

Generic content doesn't build loyalty

Wire feeds and bought-in stock data don't feel tailored, and customers notice. That's not what turns a saver into a long-term relationship customer.

Compliance reviews slow everything down

Bespoke content needs sign-off at every stage, making timely market commentary nearly impossible to produce in-house.

The solution
20,000+ pieces, maintained by us, not you.

News, analysis and education, built and kept current by our team — you get the output of an editorial team without hiring one.

Content built for retention, not just clicks.

Financially educated customers are 2x less likely to switch providers (Everfi), and 56% go on to become full relationship customers (Ernst and Young).

Retail-ready from the start.

Our compliance-friendly content is written for retail audiences from the ground up, so it resonates with your audience and builds trust.

The challenge
You've built the account, not the confidence

Customers save with you, but without credible content explaining why and how to invest, most won't take the next step alone.

An editorial team isn't the priority right now

Hiring analysts and writers competes with product and engineering for headcount — but launching an investing feature with no credible content behind it undermines trust from day one.

Investors expect more than a content hub

Competitors already invest heavily in content, and a thin FAQ page won't convince anyone to move their savings into investments with you.

The solution
Launch with instant credibility.

Give customers trustworthy investing content from day one, without hiring a single analyst first.

Turn savers into investors.

Daily market content and evergreen guides give first-time investors the confidence to act — and a reason to keep coming back.

Built to integrate.

The Finimize API delivers content automatically. Comprehensive metadata means you can create a personalised investor experience. Partners like Sarwa and Wealthyhood have used it to drive trade volumes up by as much as 33%.

What you get

An investing content library, with two implementation options.

Implementation
Select

A manual platform for teams who want direct control over what gets published. Search, curate and publish from 20,000+ pieces across news, analysis and education.

Used by Scalable Capital, Moneyfarm and TN Bank to boost their customers' investing confidence.

Implementation
Content API

Fully automated, personalised content delivery. Built for teams who want investing content embedded natively in-product rather than managed by hand.

Tag content down to investor interests and cohorts, in up to 29 languages. Used by Interactive Brokers, Sarwa, Wealthyhood and more to power always-on content experiences.

Our Formats
News

Daily Brief (2 stories a day), Daily News (80+ stories a day) and the Weekly Brief.

Analysis

Quick Takes (1-minute reactions), Analyst Insight (daily) and Research (weekly deep-dives).

Education

200+ evergreen guides, from investing basics to options trading.

Partner profile · Wealthyhood
Logo with bold, serif blue typography spelling ‘Wealthyhood’ with an illustrative 'W' beside
33%

uplift in trade volumes for API partners like Sarwa and Wealthyhood. “With Finimize, I know I can trust the quality and don't have to worry about reviewing everything before it's published. I can focus on building an amazing product.” — Wealthyhood co-founder

Read the case study →
FAQs

Questions banks and neobanks ask us.

If your question isn't addressed here, get in touch to get it answered.

What is Finimize Content?

A licensing solution that gives you access to Finimize's library of 20,000+ news, analysis and education pieces, built and maintained by our editorial team for retail investors.

What's the difference between Finimize Select and the Finimize API?

Select is a manual platform for teams who want to curate and publish content themselves. The API delivers content automatically and is built for teams who want it embedded natively in their product.

Is the content different for banks versus neobanks?

The library is the same; how it's used might not be. Established banks typically use it to extend an existing wealth proposition, while neobanks and fintechs use it to launch investing features with credibility from day one.

Do we need our own content or investing team to use this?

No, that's the point. Select and the API are both built for teams without an in-house editorial function, as well as those who have one but want to extend or support it.

What languages is content available in?

Written content is available in up to 29 languages; audio content is available in English.

How is Finimize Content priced?

[Pricing copy TBC]

How do I contact Finimize to discuss a partnership?

Book a call, or email business@finimize.com.

Let's get your customers investing with confidence.

Talk to us about Finimize Select or the Finimize Content API.