Trust builds before the appointment.
Not only in the advisory meeting.
When it comes to money and protection, people choose the advisor they trust, and trust grows through clear education. Personativ turns complex topics into clear posts, regularly, in your voice and sensitive to advisory regulation. That way you win clients through competence instead of cold calling.
14 days free · No credit card · GDPR-compliant
Complex topics nobody explains
Retirement, protection, taxes, these topics need explaining, but clear sources are rare. Personativ translates complex matters into clear posts that prospects really understand and that show you as competent.
Sales must not sound like advice
Advertising and individual investment advice are legally two different things, and the line is quickly crossed. Personativ writes generally educational instead of specifically recommending, and you approve every post before it appears.
Consistency that gets lost in daily work
Trust needs continuity, but between client appointments there is nothing left for posting. The content agent suggests topics, writes channel-native and schedules for the best time, you just approve.
How it works for you
From your knowledge to visibility, in one clear process.
A financial topic becomes a post
The trend radar flags relevant developments, such as legislative changes, interest rate moves or contribution deadlines. From recurring client questions the content agent additionally makes topic suggestions, and you choose.
Written clearly, fitting per channel
Personativ writes the detailed guide for the blog and the punchy variants for LinkedIn, Facebook and the other channels, generally educational and in your advisor's voice. The voice-diff view shows the variants side by side.
Approve, then the autopilot runs
You confirm via the approval window or Telegram what may go out. The autopilot publishes regularly at the best time, with AI labelling under the EU AI Act where it applies, so consistency is no longer a question of free time.
What Personativ gets you
Concrete value for Financial & insurance advisors, from day one.
- Complex financial topics become clear and position you as a competent source.
- Every post stays generally educational, because you keep the approval over every phrasing.
- Regular visibility builds trust that is carried into the first meeting.
- Prospects come pre-informed and convinced to the appointment, instead of starting from zero.
- You win clients through education instead of cold calling, predictably from €49 per month.
Full feature set, one price
14 days free, then from 49 € per month. All prices net, plus 19% VAT. All details →
For getting started. Extra AI usage via credit packs.
Selectincl. setup, first 6 months
Like Monthly, with a term discount and more allowance.
Selectincl. setup, first 12 months
Best base price with an annual commitment. Unlimited articles and accounts.
SelectPower-user tier: autopilot, trend radar, pretest, AI images & carousels without buying extra credits.
Selectincl. setup, first 6 months
Power-user tier: autopilot, trend radar, pretest, AI images & carousels without buying extra credits.
Selectincl. setup, first 12 months
Power-user tier: autopilot, trend radar, pretest, AI images & carousels without buying extra credits.
SelectReady to become visible?
Start today with your first post. Free, no risk, set up in minutes.
Frequently asked questions
Who is Personativ for?+
When it comes to money and protection, people choose the advisor they trust, and trust grows through clear education. Personativ turns complex topics into clear posts, regularly, in your voice and sensitive to advisory regulation. That way you win clients through competence instead of cold calling.
Does this breach advisory regulation or supervisory requirements?+
Personativ is designed for general education and marketing, not individual investment or insurance advice. No specific product recommendations for individuals are created, and no post appears without your approval. That keeps the boundary between permissible advertising and regulated advice entirely in your control. The final professional and legal responsibility lies with you.
How do you ensure data protection and security?+
Personativ can be set to pure EU processing, plus 2FA, versioned consents and, where relevant, self-hosted transcription. Since only marketing content is created, sensitive client data does not belong in the platform anyway. You steer yourself which general topics to pick up.
Can Personativ really explain complex financial topics clearly?+
The content agent is designed to prepare matters in clear language and in your brand voice. Through the approval workflow you keep full control over factual accuracy and phrasing, so in the end your judgment always stands. That way you combine clear education with factual correctness.
Complex topics nobody explains: How does Personativ help?+
Retirement, protection, taxes, these topics need explaining, but clear sources are rare. Personativ translates complex matters into clear posts that prospects really understand and that show you as competent.
Sales must not sound like advice: How does Personativ help?+
Advertising and individual investment advice are legally two different things, and the line is quickly crossed. Personativ writes generally educational instead of specifically recommending, and you approve every post before it appears.
Consistency that gets lost in daily work: How does Personativ help?+
Trust needs continuity, but between client appointments there is nothing left for posting. The content agent suggests topics, writes channel-native and schedules for the best time, you just approve.
What does Personativ cost?+
14 days free, then from 49.00 euros per month with the full feature set including AI. Cancellable monthly.
Is Personativ GDPR-compliant?+
Yes. On request, purely EU-based processing without US involvement, self-hosted transcription, versioned consents, 2FA and clean tenant separation.