Empowering retail investors since 2016
Retail Investor Insider
Everything you need to know about engaging Modern Retail Investors in less than 3 minutes.
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How do we turn growing interest in investing into lasting behaviour?
More people than ever are interested in investing. Far fewer go on to make it a habit.
Join Finimize and leaders from across the investment community – including investment platforms, asset managers, banks and exchanges – for an evening focused on what happens after someone decides to invest. We’ll look at what the industry can practically do to improve conversion, build confidence and keep new investors engaged for the long term.
You’ll hear fresh data from the Finimize investor community, a panel of industry voices and plenty of time to connect with peers over drinks.
What actually turns intent into a first investment?
What turns a first-time investor into a long-term investor?
How can platforms and providers help people navigate an overwhelming investment universe?
The changing role of search, social, creators and AI in how people find investments.
What will genuinely increase retail participation in UK investment opportunities?
Everyone who attends will receive a copy of our Saver-to-Investor Guide: practical insight into what moves people from holding cash to building a long-term portfolio, and how providers can support them at each step.
Register your placeThis session is for leaders in product, marketing, distribution, customer engagement and strategy at investment platforms, asset managers, wealth managers, banks, fintechs and exchanges.
If you’re working on acquiring, activating or retaining retail investors, this is for you.
Places are limited. Register to secure your spot, and we’ll send a calendar invite along with all of the details.
Empowering retail investors since 2016