Welcome to a new era of client engagement.

Finimize For Business enables the world’s biggest wealth managers to engage with clients and prospects at scale.

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The Financial Content Platform For Wealth Managers

The next generation of investors are already inheriting into your client base. We’ve spent years perfecting how to stay relevant with them.

$73 Trillion

Expected wealth transfer by 2050

$20 Billion

Annual wealth manager revenue at risk

2x

Higher customer retention among educated investors

Leverage our expertise to engage individual investors at scale.

Empower your clients

Deliver bite-sized market updates, industry analysis, and engaging educational content – all designed to help the modern investor stay informed on the go. Whether you want to tap into our extensive content library or need tailor-made content, we have you covered.

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.

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. Embrace the future of wealth management with Finimize For Business.

Case Studies

Latest Resources For Wealth Managers

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

"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

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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

Ready to learn more about how we help Wealth Managers?

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.