Support the introduction.
A personal referral can start the relationship. When someone then looks at your LinkedIn page or other social profiles, give them a clear, consistent picture of your firm and its expertise.
The marketing studio for financial firms
Deepen client relationships.
Create more opportunities.
Your insight is your advantage.
Finventro turns your expertise into strategically tailored communications in your brand. Prepared for you and ready to use, with software you keep to continue creating.
See what’s possible for your firmWe get you started. You keep creating.£6,000 · One purchase. No subscription.
One studio. More ways to connect.
LinkedInInstagramfFacebookEmailZoom / TeamsQR codesEvents
Your insight is
your advantage.
A consultative approach, with tangible marketing outputs.
Your time with clients gives you a perspective worth sharing: the questions you hear, the decisions you help people understand and the experience behind your advice. We turn that knowledge into communications in your brand.
Made for your firm
Communications.
Prepared for your firm.
Client work comes first. Finventro prepares strategically tailored communications around your firm, so you can put professional materials to work without designing every piece yourself.
Your brief starts with the questions you already answer and the perspective you want your firm to be known for. Finventro turns that expertise into a prepared collection you can put to work.
Keep it moving
Your branded studio.
Keep creating.
Alongside your tailored communications, you receive a reusable design library already in your brand, an editor to adapt your materials, and the Event Room for planning and preparing client events.
Choose a design for a social post, email or video-call background. Change the words or photograph, then export it. The Event Room adds guidance and editable materials for invitations, the occasion itself and follow-up.
See how you can keep creatingOne example firm. Your brand could be next.
Here’s what your creative could look like.
Meet Northline, our fictional example firm. See how one identity carries across social posts, client emails and video calls.
Northline is a fictional firm. These are the existing live campaign concepts, not native product exports or measured customer results. Speaker imagery, names and event details are illustrative.
What your communications can make possible
Stay visible. Stay connected.
Give conversations a starting point.
The insight you share in client meetings can have a wider life. A clear perspective, a helpful explanation or a timely invitation gives people more ways to recognise your firm’s expertise.
Make everyday contact feel considered.
An email header, a recognisable signature, a useful client update. These small details help your communications feel consistent and professionally prepared.
Start with a question you already answer.
Turn a common client question into a useful general perspective. A social post or client email can give others a reason to respond—without sharing a client’s private details.
Some examples, at a glance
The same expertise. A stronger impression.
BeforeWith
SearchHome My Network Jobs Messaging
Northline
NNorthlineFinancial planningHome About Posts
N
NorthlineFinancial planning · Illustrative post
•••
Like Comment Repost Send
Zoom / Teams
Before
Microphone Camera Share End
Microphone Camera Share EndWith Finventro
↗ NorthlineClarity for the decisions ahead.Microphone Camera Share End
Microphone Camera Share EndBefore
Outlook · Following our conversation
Hello Sam,
Thank you for your time today. Here are the next steps and the points we agreed to review.
Kind regards,Alex Morgan · Northline Financial Planning
With Finventro
Outlook · Following our conversation
Hello Sam,
Thank you for your time today. Here are the next steps and the points we agreed to review.
Kind regards,Illustrative Northline examples. Before states are constructed; these show presentation, not measured results.
Your priorities. A collection prepared for you.
From your growth goals
to communications you can use.
We start with a conversation about your firm: the clients you want to reach, the services you want to bring forward and the questions your experience helps you answer.
Whether your focus is retirement planning, retirement income or intergenerational wealth, your brief shapes a strategically tailored collection in your brand.
Prepared to put to work. Timely pieces for current conversations, alongside evergreen communications you can return to and adapt.
Retirement planningRetirement incomeIntergenerational wealthClient engagement & referrals
↗ NorthlineILLUSTRATIVE COLLECTION / RETIREMENT PLANNING
THE CONVERSATION SHAPES THE BRIEF
01 / Growth goals
✓Attract the right clients
✓Encourage referrals
Deepen client engagement
02 / Advice focus
✓Retirement planning
Retirement income
Intergenerational wealth
03 / Who you want to reach
04 / Finventro prepares your collection↓
THE OBJECTIVE
Start more conversations about the next chapter.
Audience: people approaching retirement.
Starting point: the questions Northline hears about the next chapter.
Purpose: bring the firm’s retirement-planning perspective into view.
↗ NorthlineYour next chapter.
A clearer plan.
A clearer plan.
Hello Sam,
What would you like your retirement to look like? Let’s start with your priorities.
Kind regards,
Northline
↗ NorthlineTHE CURRENT CONVERSATIONNew questions.
A fresh perspective.
A fresh perspective.
Your firm’s view on a current retirement-planning topic.
Illustration of your conversation with Finventro—not an automated software workflow. Your brief shapes the collection we prepare.
Your software. Yours to keep.
See how you can keep creating.
Your tailored collection gets you started. You also receive the marketing studio software, with your pre-branded library, editor and Event Room. Bring your next client question or useful perspective to the studio and make the next piece your own.
Change the words. Refine the colour. See it in the LinkedIn preview.
Then download your artwork—all in one flow.
Click to watch larger
Edit the words. Refine the colour. Preview and download.
The Event Room
Make your relationships
the start of new conversations.
Give clients a reason to come together, invite a guest and introduce someone new. A well-prepared event creates a setting for relationships to grow.
The Event Room combines planning guidance and editable materials to help your team prepare the occasion and keep the conversation going afterwards.
- Before: planning, invitations and RSVP preparation.
- On the day: guest materials and event organisation.
- After: follow-up communications and feedback.
You choose the occasion and manage the event. Finventro gives you tools and a coordinated creative starting point.
Existing Northline campaign concept. Speaker, date and venue are illustrative.
Case study / London-based firm
From receiving Finventro
to publishing within 24 hours.
Cari began with a discussion about the firm’s goals and objectives, then created a marketing content calendar around those priorities. The team put that preparation straight into practice with Finventro.
Prepared around their goals.
The discussion established what the firm wanted to achieve. Cari translated those priorities into a marketing content calendar.
Put straight into practice.
The team published new LinkedIn posts within 24 hours of receiving Finventro and maintained two posts a week. Branded email headers and footers carried the same identity into client communications.
Reported early results
More reactions on a programme post.
The first Finventro-created programme post compared with an earlier programme post. Reactions only.
Growth in LinkedIn followers.
Between the first Finventro-post snapshot and the later snapshot.
Case study of Finventro toolkit use, reproduced from the existing website. Figures are rounded, historical snapshots—not live figures or a measure of total engagement. Results vary and cannot be attributed solely to Finventro. Northline elsewhere on this page is a separate fictional example.
From first conversation to ready-to-use creative
A clear start.
A collection made for you.
We get you started. You keep creating.
Tell us your goals.
Discuss your priorities, advice focus and audience.
We create your collection.
Your expertise and brand shape the creative.
Receive your suite.
50 tailored assets, your branded library, editor and Event Room.
Use it. Keep creating.
Refine your collection, then adapt and export your next piece.
One purchase. No subscription.Book a call
*Delivery target begins once the brief, required brand material and payment are complete. Exact scope and timing are agreed on your call.
The person behind Finventro
Financial-services experience.
Applied to your firm.
Cari Haxell · Founder of FinventroCari brings 25 years in financial-services marketing, including HSBC and Citi. Her experience combines marketing strategy with the practical work of creating communications for financial audiences.
You’re buying both that preparation and the ability to keep creating: materials shaped around your firm, plus a practical branded studio for your team.
Book a callA different approach
Prepared for your firm.
A studio you keep using.
Communications created for your firm, plus a branded design library, editor and Event Room to keep creating.
One purchase. No subscription.Everything in your purchase
A collection made for you.
A studio full of possibilities.
Prepared communications to put to work now, plus the designs and tools to keep creating in your own brand.
50
Strategically tailored assets
Created around your chosen communication pillars, audience and goals. Your agreed mix can include social posts, email headers and signatures, video-call backgrounds and more.
200+
Reusable library layouts
In addition to your tailored collection: a substantial design library already in your brand, with editable starting points for your next message.
LinkedInInstagramFacebook
Show up across social.
Square, portrait and landscape posts. Stories and Reels. Profile and Company Page headers, Facebook covers, PDF carousels and animated treatments.
Email
Make everyday contact count.
Full email headers, slim headers and compact brand strips, plus footers and signatures. Branded treatments for updates, invitations and follow-up.
ZoomTeams
Bring your brand to every call.
1920 × 1080 backgrounds for Zoom and Teams. Choose a designed, photographic or understated treatment, then make it your own.
THE EDITOR + CUSTOM CREATOR
Create beyond the collection.
Change words, photographs, colours and details. Choose your own canvas dimensions in Custom Size and export exact-size artwork.
Save editable designs for reuse. Export PNG or JPEG artwork.BRANDED QR CREATOR
Make the next step easy.
Create a QR code for a website, booking page, document share link or guest Wi-Fi. Also available: contact details, email, phone and plain text.
WebsiteDocument linkGuest Wi-Fi
The Event Room / Included in your suite
From clear objectives
to meaningful follow-up.
A structured approach to client engagement: decide what the occasion should achieve, reach the right people, prepare the room and carry the conversation forward.
Define the opportunity.
- Strategy-session working document
- Goals, audience and success criteria
- 4-, 8- and 24-week timelines
- Budget planner and RSVP tracker
Give people a reason to attend.
- Invitation and email sequences
- LinkedIn promotion guidance
- Registration and response guidance
- Guest research and background preparation
Prepare every part of the occasion.
- Minute-by-minute run of show
- Speaker briefs and hosting guidance
- Live Q&A preparation
- Editable badges, place cards, table plans, check-in and roll-up artwork
Make the next conversation count.
- Follow-up documents and email sequences
- Next-step invitations and continued engagement
- Post-event surveys
- Feedback to assess the occasion against your goals
What you receive
Practical working documents, planning guides, communication sequences and editable event materials inside your branded suite. You choose the occasion, manage the guest relationships and put the materials to work.
Explore the formats and sizes +
| Format | Canvas size in pixels |
|---|---|
| Social posts | 1080 × 1080 · 1080 × 1350 · 1200 × 627 |
| Stories / Reels | 1080 × 1920 |
| LinkedIn personal profile header | 1584 × 396 |
| LinkedIn Company Page cover | 1512 × 256 |
| Facebook Page cover | 851 × 315 |
| Email header / slim / brand strip | 1200 × 400 · 1200 × 240 · 1200 × 160 |
| Email footer / signature | 1500 × 300 |
| Zoom / Teams background | 1920 × 1080 |
| Custom-size artwork | 240–5000 per side; up to 20 million pixels |
| Carousel / animation | Your chosen post format · PDF / MP4 |
Your 50 tailored assets are a mix agreed around your brief—not 50 of every format. Library formats and tools are available for continued creation. Document QR codes open a shareable link; the document must be hosted separately.
The complete purchase
Made for you.
Useful beyond
the first piece.
50 tailored assets created for your firm, plus your branded design library, editor and Event Room—all in one purchase.
£6,000 One purchase. No subscription.
Book a callDiscuss your firm’s goals and see how Finventro could work for you.
Three rounds of refinements included.
Your asset mix, preparation scope and delivery arrangements are agreed before payment.
50 strategically tailored assets.
A collection created around your firm’s priorities and brand, across the formats agreed in your brief. Finished starting materials for LinkedIn, client emails, video calls and more.
Plus over 200 reusable design layouts.
In addition to your 50 tailored assets, your extensive design library is already in your brand. Choose a layout for your next social post, email, profile header or video call, then make it your own.
The editor and Event Room.
Adapt words, photographs and details, then export your next piece. Use the Event Room’s planning guidance and editable materials before, during and after a client occasion.
Before you decide
The practical
questions.
What does the £6,000 purchase include?
A 50-asset tailored starting collection, an extensive pre-branded reusable design library, the editor and Event Room. It combines preparation for your firm with continuing creative capability. The format mix and preparation scope are agreed in your brief.
How much work remains for our team?
You supply your brand material and authentic expertise, review and approve the communications, and publish them through your own channels. You also manage your client events. Ongoing campaign management and ongoing content production are not included.
Can we keep adapting the designs?
Yes. The reusable library and editor let your team change words, photography and details, then export new communications for the licensed firm. Editable templates can be backed up and shared with colleagues within that firm.
Where does our work save?
The standard product is a downloadable HTML studio used on your computer. Saved projects are local to your browser, profile and computer. Export editable .finv and .finvevent templates for backup and manual sharing. Projects do not automatically synchronise between colleagues.
Is AI required?
No. Finventro works with or without AI. Use your own words and edit the designs yourself, or choose optional assistance from an external writing tool such as ChatGPT. AI can help shape the words; your professional judgment gives them substance. Your firm remains responsible for reviewing and approving its communications.
Will this guarantee enquiries or growth?
No. Finventro helps your firm communicate consistently and create opportunities for conversations. Results depend on your audience, message, use and follow-through. The fictional demonstrations are examples, not measured client outcomes.
What happens after our first call?
Allow 30–60 minutes for the goals and briefing discussion. We agree your audience, priorities and format mix, then send the scope and payment link. Your brand material and expertise shape your tailored collection.
How many rounds of refinements are included?
Three rounds of refinements within the agreed creative brief. Each round is one collected set of feedback. Changes to the agreed scope are discussed separately.
Will it be easy to use?
Comfortable with Word or PowerPoint? You’ll recognise the essentials: choose a design, change the words or image, preview and export. Your branded starting point is already prepared.
When will our collection be ready?
Your branded suite could be ready in as little as three business days, with a target of three to five business days once the agreed brief, required brand material and payment are complete. Exact scope and timing are confirmed on your call.
Start with your firm
What could your insight
make possible?
Book a call
Discuss your goals, the people you want to reach and the expertise you want them to see. We’ll explore how to turn that starting point into communications for your firm.