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.
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.
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.
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.