Use cases

A complete content engine for investment platforms

A smarter way for investment platforms to educate and engage customers

Talk to sales

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Boost acquisition, engagement and retention with better content

Smarter investors are more valuable customers. We’ve spent years perfecting how to up-skill retail investors with informative content leading to better outcomes for both platforms and consumers.

33%

More trades placed after consuming educational content

2x

Higher customer retention among educated customers

7x

More content engagement than industry average

Leverage our expertise to engage individual investors at scale.

Stand Out From The Crowd

Truly great content stands out. Using Finimize’s API, it's easy to bring bite-sized market updates, industry analysis, and engaging educational content into your platform and differentiate from the competition. Our content is crafted specifically for the modern investor, and is available in audio to reach them on the go.

Boost Engagement, The Right Way

Educated investors are more active investors. Our content is designed to build investor confidence and spark ideas. Bring financial content into your app to re-engage investors, or use it as a bridge to drive additional product adoption.

Personalize To Customer Interests

Personalization is no longer a luxury: it's a necessity. And with Finimize, it's simple. Our advanced tagging system underpins our content, covering asset classes, geographies, and FIGIs, as well as various investor interests and experience levels. You can leverage this system to curate a personalized content strategy for customers of different risk profiles, portfolio sizes, demographics, and more.