Finimize’s Post

We're #hiring a new Marketing Designer in Edinburgh, Scotland. Apply today or share this post with your network.

We're #hiring a new Marketing Designer in London, England. Apply today or share this post with your network.

Carl Hazeley, lead analyst at Finimize, discusses the outlook for U.S. banks’ earning season. 🙌 "A lot of optimism baked into upcoming earning season" Watch the full video here: https://lnkd.in/eeHNW4WV

For the past decade, we've been committed to empowering more people to invest. Through scaling Finimize for Business, we've discovered the profound impact of reshaping businesses' approaches to attracting, engaging, and retaining individual investors. Consider this: $84 trillion will change hands over the next 20 years, with 50% of that wealth under millennials' control. Additionally, 61% of global wealth will soon be in the hands of retail investors, yet two-thirds of people change their investment providers upon inheriting money. Those unprepared for this shift risk extinction, while those who adapt stand to dominate. To support business leaders in this evolution, we're launching The Generation Podcast with Finimize Max Rothery VP of Community! This series will feature interviews with industry trailblazers, sharing actionable insights on: 👀 Effective marketing strategies for customer acquisition and revenue growth ❤️ Creating products that genuinely add value  🧐 Leadership techniques for building future-ready teams Our inaugural episode features Chris Worle, the UK's foremost investment platform marketer. Chris spearheaded Hargreaves Lansdown's marketing and digital teams, transforming it into the UK's leading investing platform with 1.8 million clients and over £700 million in annual revenue. He then joined Barclays, where he's revolutionizing the Smart Investor platform by eliminating dealing fees and minimum monthly charges. In this episode, we discuss: 💸 Leveraging content for revenue generation  🙌 Understanding retail investors' behaviour  🚀 Importance of down-funnel attribution 🤝 Gaining support for digital transformation Stay tuned for more insights from my chat with Chris over the next few weeks. Check out the full episode here: https://lnkd.in/e94JeAA8

We're #hiring a new Performance Marketing Lead in London, England. Apply today or share this post with your network.

We sat down with Amy Oldenburg - Morgan Stanley to talk about The Future of Energy and How Fossil Fuels will Continue to Power the World 🌎 Listen to the full podcast on Spotify and YouTube! Finimize #finimize #podcast

The ISA with more FLEX Open an IG share dealing ISA and enter a new world of possibilities, with the freedom to access your funds today and reinvest them tomorrow, annual allowance intact. The only thing you can’t flex? The deadline – 5 April. Don’t lose out on up to £20,000 in tax-free investments, open an account now. *The value of investments can go up or down. You could get back less than you invest

Our CEO & Founder Maximilian Rofagha sat down with The Fintech Times for an in-depth discussion why so many feel alienated from traditional financial services, what he's learned from solving that problem and how Finimize is now helping financial institutions transform the way they engage with individual investors. https://lnkd.in/e5GzhFpY

Happy International Women's Day ❤️ Join us at our upcoming event in partnership CFA Institute to learn how to invest in your future and reach financial freedom! 🗓️ Tuesday, April 11th ⏰ 5 pm UK time RSVP and save your seat here! https://lnkd.in/djvDmMbx

I'll be at the Master Investor Show tomorrow with Finimize so come and join us to hear expert strategies and insights from top-class speakers and mingle with a like-minded community of modern investors. 🎟️ Use code "FINIMIZE" to bag your ticket for free! https://lnkd.in/dEDQy6KX