Your market note deserves better than the inbox. Give them a branded Social Feed they can trust.
Your firm's market notes, outlooks, and short videos should not die in a promotions folder. The Social Feed gives clients the familiar mobile-native scroll, owned by your firm, free of noise, and governed for compliance.
Post once. Reach every client's pocket.
Market commentary
Same-day notes in your firm's voice when volatility spikes, not a headline written to scare people.
Firm news & milestones
New hires, new services, awards, community work: the human signals that make a firm feel like an institution.
Video that builds trust
Short, personal advisor videos that build the face-to-face trust email can never carry.
Educational explainers
Tax changes and planning concepts framed as your firm's expertise, not a generic blog.
Personal & relationship touches
Birthdays, life events, and check-ins that prove the relationship is more than a statement.
Events and invitations
Webinars, briefings, and client dinners announced where clients will see them, then pushed again as a reminder before the date.
The communication problems this actually solves
The content nobody sees
Your committee writes a thoughtful market note, compliance clears it, and it goes out as an email a quarter of households open and almost none finish. The work was real. The reach was not.
The silence between reviews
Ninety days of quiet is where clients start wondering what they're paying for. Weekly posting keeps the firm visibly present without asking any advisor to write another individual email.
Compliance as a bottleneck
When pre-approval and archival live outside the publishing tool, every post becomes a project. Building both into the channel turns review into minutes instead of a thread measured in days.
No idea what is working
Email opens are a proxy at best. Every Feed post reports views and interactions, so the content calendar becomes a decision informed by data rather than instinct.
Pre-approval and archival built in
FINRA-ready content channel
Posts can route through configurable pre-approval before clients see them, and content archives to Global Relay, Smarsh, and connected providers. No secondary workflow.
Trust Boundary governed
One post. Every household.
Zero deliverability loss
A single Feed post reaches invited households the moment it publishes, push-notified and measurable. That touchpoint density is what drives retention and referral behavior.
No new download required
Frequently asked questions
What is the Social Feed?
A branded content stream inside your firm's white-labeled app, where you post market commentary, firm news, education, and video directly to clients. It delivers the familiar social-feed experience clients already know, owned entirely by your firm and archived for compliance.
How is it different from email?
Email competes with more than 120 messages a day and often lands in promotions or spam. Feed posts live in a dedicated, brand-owned space, are push-notified to the lock screen, and stay permanently searchable. Branded-app engagement averages 70%+ against roughly 5% for a custodial portal.
Is it FINRA/SEC compliant?
Yes. Posts can route through a configurable pre-approval workflow to satisfy FINRA Rule 2210, and Feed content archives in real time to providers such as Global Relay and Smarsh, supporting FINRA Rule 4511 and SEC Rule 17a-4 recordkeeping without a secondary workflow.
What type of media can you post to the feed?
The Feed supports images, text-only posts, swiping carousels, and PDF documents shared as PDFs. Video is supported as an embed rather than a direct upload, so you link the hosted video and it plays in the feed.
Can we target groups?
Yes. Publish firm-wide or segment to a specific advisor's book or client cohort, so a note aimed at business owners approaching a liquidity event doesn't land in front of a retiree who has no use for it.
Do clients need to opt in or download anything?
No. The Feed lives inside the branded app your clients already use for messaging, documents, and account access. New posts simply appear, with a push notification when you choose to send one.
Who at the firm actually posts?
Whoever you decide. Most firms run the Feed through marketing with a defined approval path, while individual advisors contribute relationship posts to their own books. Permissions and review workflow are configured to match how your firm already operates.
How often should we post?
Firms seeing the strongest engagement post weekly, mixing one substantive piece with lighter firm and relationship content. Cadence matters more than volume. A predictable rhythm is what turns the Feed into a habit.
Meet clients in a habit they already have
Dedicated brand-owned space
No ads, no competitors, no inbox clutter. Your firm is the only voice in the room, and every post carries your brand.
Push-notified to the lock screen
Your headline lands where clients already look dozens of times a day, not in a folder they visit on their own schedule.
Permanently archived and searchable
Email buries itself. Clients can find the March outlook in October without emailing an advisor for a resend.
The same message, two very different outcomes
This is Experience Alpha in practice: the measurable advantage of a premium, unified client experience a competitor emailing PDFs cannot replicate.
What firms say after launching with Fynancial
I am not exaggerating when I say our app has helped us win over $10M in new AUM between two separate prospects. The vision Fynancial has is incredible!
This highly personalized communication solution enables us to connect with clients like never before. Delivering real advice from real advisors with authentic, timely, human-centered guidance.
The Prime Capital app is our all-in-one hub. Seamless advisor to client communication, fully integrated with our core tech stack. The Salesforce integration ties it all together perfectly.
We are currently managing the majority of our client relationships daily through our app. It has been a game-changer, and I cannot say enough positive things about Fynancial and their entire team.
