Your app needs a voice. We help you find it.
A branded mobile app is only as good as what is in it. An empty interface — beautifully designed, perfectly integrated, fully deployed — creates no engagement if there is nothing for clients to experience. The content is the relationship. Most advisory firms have never produced a professional video or built a content calendar. Fynancial's multimedia and content team handles all of it.
What we produce
Welcome videos
The first thing a new client experiences should be a personal message from their advisor — not a terms screen. We script, film (or guide remote filming), edit, and publish advisor welcome videos that appear on activation. A client who watches their advisor's welcome video in the first 48 hours is far more likely to remain active six months later.
Firm introduction video
A professionally produced firm-level video for the app's “About” section — your story, investment philosophy, team, and values — produced for the attention span and consumption habits of a mobile audience.
Financial education content
A library of branded education pieces — short articles, videos, and infographics tailored to your planning philosophy and client demographics. Not generic syndicated content with your logo. Content produced for your firm, in your voice, for your clients.
Initial content push
The first 30 days after launch are the highest-engagement window your firm will ever have. We prepare and schedule a sequence of messages, documents, videos, and notifications that fills it with value — forming the engagement habit before the novelty wears off.
Ongoing content cadence
We can operate as your outsourced wealth management content function: monthly content planning, production, and publishing, coordinated with your advisors' communication calendar. You stay focused on advice. We keep the app alive.
Why this matters for engagement
The 70%+ client engagement rate Fynancial-powered apps achieve is the product of two things: a well-designed, frictionless experience (the platform's job) and content that gives clients a reason to return (the content team's job). Firms that launch with a full initial content push and maintain a regular cadence see the 70%+ numbers — and sustain them. The content investment is not a luxury; it is the activation mechanism for everything else the platform delivers.
Launch with an app that's already alive
Build your branded app in under 1 min
0 code. 0 calls. Your brand configured live in under 60 seconds.
Toggle the modules you want, set your colors, and preview the exact build clients open on day one, before any commitment.
Built to the highest standards in wealth management
SOC 2 Type II, ISO 27001:2022, GDPR, end-to-end encryption, and a full Trust Center.
