Sarah Bruegger

Retail Investor Relations Needs A New Strategy – Most Teams Are Still Running The Old One

Katie Perry, CMO of zerohash and author of 'Ticker Shock', argues that retail investor relations is really a customer engagement discipline most IR teams were never trained or resourced for – and unpacks what a strategy built for that actually looks like.

How Moneybox Turned Retail Investor Engagement Into A £23 Billion Business

Moneybox's Brian Byrnes on the product and policy playbook behind £23bn in assets and 1.9 million customers — and where AI fits when consumer protection is non-negotiable.

What Investors Really Think About AI, Crypto And Market Volatility

What We Mean By "Modern Investors"

We use the phrase a lot at Finimize: modern investors. But what do we mean by it?

Maike Currie, PensionBee: the gender pension gap, and marketing pensions as the ultimate investment

Unpacking the UK's £100,000 gender pension gap, why pensions deserve top billing over ISAs as the on-ramp to investing, and what good pension marketing actually looks like.

Finimize Select vs The Competition

Most marketing teams at banks and fintechs already know they need better content. What’s less obvious is how to get it and what it will cost you.

Richard Flynn, Charles Schwab UK: retail investing, scrapping stamp duty, and using AI "intentionally"

From participation to engagement: Richard Flynn on what it will take to get Britain investing – and why trust is the one thing AI can't be allowed to compromise.

How to Build a Retail Investor Strategy: Insights from Curation CEO Nirav Karia

From "dumb money" to the smartest in the market: Curation's Nirav Karia on building a retail investor strategy that lowers your cost of capital and builds long-term loyalty.