Use cases

Empower Banking Customers to Invest With Confidence

Finimize For Business enables the world’s largest banks and fastest growing challengers to educate their customers to go beyond their current account.
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The Financial Content Platform for Banks

Drive Product Adoption and Customer Satisfaction with the World’s Most Engaging Bitesize Educational Content.

2x

Higher customer retention among educated investors

7x

Higher engagement than industry average

74%

Would invest more with more opportunities to learn about investing
Leverage our expertise to engage individual investors at scale.

Expand your Customer Relationship

Deliver the right educational content at the right time to give your customers the courage to go beyond their current account. We can help your customers go from a banking customer to a wealth or lending customer with confidence. Whether you want to tap into our extensive bitesize content library or need tailor-made content, we have you covered.

Scale with Ease

Scaling your content marketing and communications efforts shouldn’t be a challenge. Our platform is designed to make it seamless. Streamline your communications, keep your clients informed, and build strong relationships with prospects – all effortlessly.

Personalize to Customer Profiles

Our advanced tagging system underpins our content, you can leverage this system to curate a personalized content strategy for customers of different products, size of deposits, level of education, and more. Personalization is no longer a luxury; it's a necessity. With Finimize, it's simple.

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"Finimize assists modern investors with critical financial decisions and is very highly rated with key demographics. Its news service, community building capabilities, customer insight and technological capabilities will further assist the transformation of abrdn into a truly client-led organisation and support a step change in our capabilities."

Stephen Bird
CEO
abrdn

”I’m passionate about the need for us to do more to explain economic and financial topics in language everyone can understand. So I’m delighted the Bank is partnering with Finimize on this new pack on the role of central banks. Understanding how decisions taken by institutions such as the Bank of England affect us all is really important. That’s the case whether you’re a seasoned investor, are learning about the world of finance for the first time, or just want to make better every-day financial decisions.”

Andy Haldane
Chief Economist
Bank of England

"Finimize assists modern investors with critical financial decisions and is very highly rated with key demographics. Its news service, community building capabilities, customer insight and technological capabilities will further assist the transformation of abrdn into a truly client-led organisation and support a step change in our capabilities."

Stephen Bird
CEO
abrdn

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How can you use Finimize’s content platform?

Education Hubs

Use our content to form a hub of education, news, and insights, ideal for engaging customers keen to level up.

Build Trust

Delight your customers with reliable, expert-led content that they’ll actually enjoy reading.

Fintech Apps

Pull a daily news feed or full educational library into your product via our API.

Acquisition

Highlight your brand to active modern investors using promotional campaigns across our platforms.

Multichannel Campaigns

Directly connect with retail investors across multiple channels by co-producing live events and informational guides.

Custom Newsletters

Roll out your own newsletters and get eyeballs on your updates on a scheduled basis.

FAQ

Is Finimize content compliant?

Is Finimize content compliant?

Is Finimize content compliant?

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Engage your existing clients, grow your client base, and solidify your position in the industry. We're here to guide you every step of the way.