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.

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The Financial Content Platform for Financial Advisors

Attract, retain and empower your clients with bitesize content, written by world-class experts.

2x

Higher customer retention among educated investors

85%

Inheritors churn without proactive engagement

3.8x

Cheaper than creating content in-house

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.

Case Studies

Latest Resources For Financial Advisors

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

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