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.
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.
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.
Use our content to form a hub of education, news, and insights, ideal for engaging customers keen to level up.
Delight your customers with reliable, expert-led content that they’ll actually enjoy reading.
Pull a daily news feed or full educational library into your product via our API.
Highlight your brand to active modern investors using promotional campaigns across our platforms.
Directly connect with retail investors across multiple channels by co-producing live events and informational guides.
Roll out your own newsletters and get eyeballs on your updates on a scheduled basis.
Is Finimize content compliant?
Is Finimize content compliant?
Is Finimize content compliant?
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.