Business decision-makers said a piece of thought leadership led them to research a service they had not previously considered.
LinkedIn & Edelman, 2024Ready-made marketing for financial firms
LinkedIn. Email. Events. Already designed.
Finventro is a ready-to-use marketing studio for financial advice firms. Choose a finished piece, change the words and download it — no design or marketing experience needed.
146 finished designs22+ formatsOwned outright
in LinkedIn post
z Zoom or Teams
One easy toolkit.Ready for the places your clients see you.
One studio gives your firmEverything needed to show up, stay in touch and run client events.
inLinkedIn
◎Instagram
fFacebook
✉Email
zoomZoom
▦QR codes
◇Events
ADPaid ads
Also included
Ready-to-use creative for paid ads.
Use the same easy templates to create branded images for LinkedIn Sponsored Content, Meta ads and Google image campaigns.
LinkedIn
Sponsored ContentMeta
adsGoogle
image ads
Sponsored ContentMeta
adsGoogle
image ads
Finventro creates the finished creative files. Your firm or media partner uploads them, sets the targeting and runs the campaign.
What the Studio delivers
Six simple ways to stay visible.
Choose a ready-made piece, add your words and brand, then download it. No blank canvas and no design experience needed.
Everything is ready-made. Your team simply makes it yours.
A ready-made campaign system
One campaign. Ready for your logo.
Every piece belongs to the same firm, while the formats vary enough to keep the campaign useful, human and interesting.
Native documentImage postShort videoPeople-ledExpert viewDataEvents
Your words. Your photographs. Your logo.
Choose a finished treatment, change the message and download it.
Watch how easy it is →No design experience needed. No complicated software to learn.
Start with a professionally designed template and make it yours in a few simple steps.
Open a template
Choose the piece you need. Every layout is already professionally designed.
→
Change the words
Type your message, add your details and choose a photograph. That is the editing.
→
Download it
Choose the format you need and use it straight away. No handover. No waiting.
More ways to use the same campaign
Simple when it needs to be. Human when it matters.
Plain words can carry the idea. Profile photographs can make the expertise and the people behind it feel recognisable.
Plain blackPlain whiteFeatured adviserAdviser quoteTwo-speaker event
See it in action
See how easy it is.
Watch Cari start with a finished template, change the words and photograph, and prepare a polished LinkedIn post.
1 minute 39 second founder walkthroughWatch Cari create it.
1
Meet FinventroSee the toolkit in action.
2
Change the wordsAdd the message you want to share.
3
Make it yoursUse your brand and photography.
4
Download your fileCreate a finished, high-quality file.
5
Post on LinkedInPut your firm into market.
What the Event Room delivers
One event. Every step.
Follow a clear route from the first decision to the conversations and visibility that come afterwards.
Choose the event you want to run. Finventro shows you what to do next.
Why visibility matters
Visibility builds familiarity. Familiarity opens doors.
Regular, well-timed communication helps clients and prospects recognise your firm, understand its value and know when to start a conversation.
Nearly nine in ten advised clients said an advisor’s communication frequency and style affects whether they would recommend the advisor to family and friends.
YCharts Advisor–Client Communication SurveyProfessionals who attended an in-person event said they trusted the brand more afterwards.
Freeman & Harris Poll, 2025Find the right fit
Why not Canva, ChatGPT
or an agency?
Different ways to get your marketing done. Choose how much you want to build, brief or own.
Canva
An affordable design tool. You still decide what to create, choose the templates and build a consistent look for your firm.
ChatGPT
Helpful for ideas and words. You still need to turn the output into a finished, branded marketing system.
Freelancer /
Consultant
Expertise when you need it. New work usually brings another brief, time to collaborate and a further fee.
Agency /
Marketing platform
A good fit for outsourced delivery or automated campaigns. Expect ongoing costs and, with platforms, setup and management.
Ready-made
marketing.
Easy-to-use marketing and client event templates you can use in minutes.
Owned outright.
For use within your firm.
£6,000 once. No subscription.
Finventro may not be right for you if…
- You want fully done-for-you marketing.
- You need CRM, automation or scheduling.
- You already have a capable internal marketing or design team.
- You genuinely enjoy building everything from scratch in Canva.
Open. Change. Send.
Marketing in three simple moves.
Choose
Start with a finished design, a practical format and a message your clients will understand.
Already designedChange
Add your firm’s words, colours, photographs, contact details and regulatory line.
Simple fieldsDownload
Export the finished piece and use it in the places your clients already see you.
Ready to useYou don’t design anything from scratch.
The hard decisions have already been made. You make each piece yours.
What your firm can create
Show up clearly, wherever clients see you.
Finventro helps you turn one useful idea into the practical pieces your firm needs — without briefing different suppliers or rebuilding it every time.
146professionally built designs
29curated photographs
22+ready-to-use formats
1private, owned marketing studio
LinkedIn & social
Posts, carousels and graphics for LinkedIn, Instagram and Facebook.
Branded email headers and footers for client updates, insights and invitations.
Zoom
Branded Zoom backgrounds for client calls, events and campaigns.
QR codes
Useful links built into invitations, handouts and printed marketing.
Events
Invitations, planning, badges, place cards and follow-up materials.
Your brand
Your colours, details, photography and regulatory wording throughout.
Ready when needed
Open the studio whenever an idea, deadline or client moment appears.
LinkedInInstagramFacebookEmailZoomQR codesEvent invitationsEvent planningOn-the-day materialsFollow-up piecesThe Event Room
The Event Room
Run the event. Keep the momentum.
Finventro helps your firm plan, promote and deliver client events — then follow up while the conversation is still warm.
BeforeStrategy, timeline, invitations, budgets and RSVPs.
On the dayBadges, place cards, table plans, signage and run sheets.
AfterFollow-up emails, surveys and social content.
Cari Haxell · Founder of Finventro
“Good marketing should not require an agency, a complicated system or an expensive subscription.”
I have spent 25 years in financial-services marketing, including HSBC and Citi. My work has combined marketing strategy with hands-on delivery—from client communications and campaigns to events and follow-up.
I built Finventro because financial advice firms should be able to produce professional marketing themselves. The design, structure and practical guidance are already there, so your firm can get good work out the door without starting from scratch.
Ready-made marketing made easier.
Your business. Your work. Your file.
Buy it once. Keep what you make.
Owned outright
No monthly licence and no escalating per-seat fee.
Private
Your client messages and work stay with your business.
Runs offline
Finventro works on your own computer, without cloud dependency.
Everything is yours
Every finished piece you create belongs to your firm.
Choose the level of help you want
Three routes into Finventro.
Every route gives you the studio. The difference is how much setup and tailoring you want from us.
Self-setup
Make it yours
£6k
For firms happy to add their own brand, details and first pieces using the guided setup.
Talk it throughGuided
Set up together
£10k
For firms that want hands-on guidance to configure the studio and get the first marketing ready.
Talk it throughBespoke
Built around you
£15k
For firms wanting deeper tailoring, additional setup and a studio shaped closely around their business.
Talk it through
A useful place to start
Not sure what to say on LinkedIn?
Download ten practical marketing ideas your firm can use. They are designed to help you spot the expertise already inside your business — and turn it into posts people will actually find useful.
Get the 10 LinkedIn ideas →Frequently asked questions
Straight answers before you decide.
Finventro is intentionally different from another cloud platform or agency retainer.
Is Finventro a subscription?
No. Finventro is a one-off purchase. You own your copy and everything you create with it. There is no monthly software fee.
Do we need a designer or marketing team?
No. Designs, sizes and layout decisions are already built in. Your team chooses a piece, changes the words and brand details, then downloads it.
Does our information go into the cloud?
No. Finventro runs locally on your own computer. Your work does not need to be uploaded to Finventro.
What can we make?
Marketing for LinkedIn, Instagram, Facebook, email headers and footers, Zoom backgrounds, QR codes and events — including planning, on-the-day and follow-up materials in the Event Room.
Can we use our own brand and regulatory wording?
Yes. You add your own colours, contact details, photography and regulatory line so the finished work belongs unmistakably to your firm.
What is the Event Room?
The Event Room supports the whole event journey: planning and invitations, practical on-the-day materials, and thoughtful follow-up after the event.
What is the difference between the three prices?
The studio is the foundation in every route. £6k is self-setup, £10k adds guided setup, and £15k includes deeper bespoke tailoring. We will help you choose the smallest route that fits.
The Finventro Marketing Toolkit
Keep clients engaged.
Create more opportunities.
See how Finventro could make consistent marketing easier for your firm.
Stronger engagement.
A growing LinkedIn following.
More post engagement
Measured by reactions only
The first Finventro-created programme post compared with an earlier programme post.
Follower growth
Increase in LinkedIn followers
From the first Finventro-post snapshot to the later snapshot.
The firm began using Finventro to give its communications a more professional presentation on LinkedIn. Its first programme post attracted more engagement through reactions, while its following continued to grow.
The engagement comparison covers reactions only, not total LinkedIn engagements or engagement rate. Percentages are rounded and compare separate posts and follower snapshots. Figures are from the earlier analysis, not live counts. Organic results vary and cannot be attributed solely to Finventro.