PipeflowShare financial knowledge, factually and regularly.
Pipeflow reads your financial advice firm's website and plans factual posts for Instagram and LinkedIn every week, with no promises of returns and no product advertising.
Before thinking about investing, it's worth building a buffer for the unexpected: a broken washing machine, a car repair, a short lean patch. It gives you peace of mind and room to manoeuvre.
Example of a text tileWhy it usually gets left undone.
Strict requirements
Financial advertising must be balanced and can't promise anything. That turns every post into a compliance check.
Mistrust of the industry
Many people are sceptical. Trust only grows through honest, regular information.
Little time alongside advising
Between appointments, documentation and further training, there's hardly any room for posts.
Where the topics come from.
From financial knowledge
Terms such as inflation, diversification, risk and compound interest explained in general terms, without naming products.
From life stages
Starting work, starting a family, buying a home, going self-employed, retiring and the questions that come up along the way.
From how you work
How a first meeting works, how you are paid, how you explain risks.
Three ideas for financial advisers.
- 01
Household budget book
A tip on how to note down income and spending for a month.
Example One month of keeping a budget book often shows more than any theory. Just write down every expense and take an honest look at the end. ✍️
- 02
How a first consultation works
How it works and confidentiality, lowers the barrier.
Example The first meeting is about your goals, your situation and your questions. Nothing is sold, we start by getting an overview together.
- 03
Inflation explained
What inflation means for your savings, without figures.
Example Inflation means that over time you can buy less with the same money. That's why it's worth thinking about what to do with your savings.
How Pipeflow helps.
From your website
Pipeflow reads what you offer and plans posts from it. No website? A few sentences about your business are enough.
With images
Photos from your website, your own photos, AI images or text tiles in your colours.
You approve
Nothing goes out until you approve it. You can edit, ask for a rewrite or pause at any time.
FAQ.
Is this compatible with my professional obligations?
Pipeflow plans factual information posts; follow the professional rules for financial advisers: no promises of returns, no customer cases, no specific investment recommendations. Every post waits for your approval.
Can I always include a risk warning?
Yes. You set mandatory notices, such as a risk warning, and Pipeflow checks before every publication that they are included.
Can I rule out words like "safe" or "risk-free"?
Yes. You enter them as words that must never appear, and Pipeflow checks every post for them before it is published.
What does Pipeflow cost?
Pipeflow is in its pilot phase. You can try it free.