Use cases
Modern Marketing for Financial Advisors
Finimize for Business makes scaling digital marketing easy for financial advisors, so they can focus on building life-long client relationships.
The Financial Content Platform for Financial Advisors
Attract, retain and empower your clients with bitesize content, written by world-class experts.
2x
85%
3.8x
Leverage our expertise to engage individual investors at scale.
Focus on What Matters
Use our plug-and-play content to effortlessly educate and engage your clients, ensuring compliance and cost-effectiveness, and allowing you to focus on high-value advisory service. Choose from full access to our entire client library or monthly curated articles to find the perfect solution for your needs.
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.
Save Time
Avoid wasting hours sourcing research to send to your clients. Access Finimize for Business’s curated content hubs serving you with the most relevant, informative content created with time-poor investors in mind.
upcoming event
"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
Former 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.
