Finimize for Brokers

Level up and activate your investors.

Welcome to a new era of investor engagement. Finimize For Business enables the world’s largest brokers to engage with clients and prospects at scale.
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Drive Additional Product Adoption

Educated investors are more active investors. Our content is designed to build investor confidence and spark ideas, moving them onward in their investing journey. Post-launch, one broker saw customers place 33% more trades after they consumed educational content.

Personalize to customer Interests

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. Our team is ready to help with best in class content journeys and guidance.

Simple Setup

With our self-serve content platform, you can download Finimize content for your use with a single click. And if you’re looking to scale beyond that, our API is an easy tool to build content feeds automatically into your website or product.

Service you can trust

Backed by Abrdn and informed by a million subscribers to our content, Finimize delivers trustworthy, accurate, and timely content strategies to enhance client relationships and optimize operations.

“Finimize were pioneers in educational content for investing. I wake up every morning to the daily brief. When I found out we could partner together it was a no brainer."

Alexandros Christodoulakis

Co-founder & CEO

Wealthyhood

Case Studies

How Brokers Work With Us

Engage Your Customers With Finimize

Leverage Finimize's expertise in investing-specific content creation to build effective learning experiences for your customers that accelerate engagement.
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