Finance professionals
your clients already
trust
.
Tention is a social media coach for finance professionals. Tention watches the news, the policy changes, the legislation that drops on a Thursday afternoon, and brings you the questions only someone who does the work could answer well. It helps you shape a take in your own words, then matches what you said against the social media guidelines you've uploaded, before you post. The more you use Tention, the better it knows what to ask you. You stay the expert. Tention can auto-edit, caption, and schedule your content across every account you've connected.
Your clients chose you because you've done the work. The right audience online is looking for the same thing. Showing up should feel like that, not like a second job.
You've spent $500 a month on the corporate social media pack. It posts "3 Tips for Spring Cleaning Your Finances" on your LinkedIn, like every other firm on the same template. Zero likes. The inbox stays empty. You decide social media doesn't work for finance.
How it helps
The rest is
you
.
01
Tention brings the question.
Tention reads the news in your field: policy changes, rate moves, the legislation that drops on a Thursday afternoon, the moment it happens. The story that's about to land in someone's inbox tonight, sharpened into the question only someone in your role could answer well. Not '3 tips for spring cleaning your finances.' The one you'd actually answer on a call.
02
Your guidelines, every recording.
Upload your social media guidelines into the app once. Every recording you make is checked against them before it posts. Your guidelines can be legal requirements, business requirements, or personal preferences for how you want to speak and show up online. You see which line in your take tripped which guideline, in plain English, before you publish. The call stays yours.
03
Press record. Tention can do the rest.
Press record. Tention can auto-edit the take, run the brand check against your guidelines, write the caption, and schedule across every social media account you've connected. The agency you almost hired charges thousands for this part alone.
BUILT FOR
Tap a role to see why showing up online matters in that role, and three example questions Tention would bring you.
Good clients don't come from cold lists, they come from being the accountant people already trust before they call. Posting puts you in front of business owners months before they're shopping, so by year-end they only want you.
A new client hands you a shoebox of receipts in June and swears next year will be different. Where do you actually start.
What's the question a small-business owner should be asking their accountant in year two that almost none of them do.
An owner wants to pay themselves more and is nervous about what it'll cost them. What's the conversation you have before you touch the numbers.
The owners who find you online have finally accepted they need help, not the ones still trying to DIY it cheaper. Posting consistently means you stop hunting for clients and start choosing them.
A client's books haven't been touched in eight months and they want to catch up before quarter-end. What do you do first.
What's the most common reconciliation mistake you see from owners who think they're being careful with the numbers.
An owner asks if they really need a bookkeeper when their software does it automatically. What do you tell them.
Your job is being the person clients call before they sign anything, not the one they find after the deal's gone sideways. Showing up online means the next deal walks in already trusting you to shop it properly.
Rates moved again this week and a client wants to know what you'd do in their shoes. How do you reframe that conversation.
A client got a quote direct from a lender and asks why they need you. What do you actually say.
What's a feature buyers almost never ask about in a mortgage product that you've watched cost people the most later.
Families don't think about you until something happens, and by then it's the wrong time to be meeting a stranger. Being visible now means when the moment comes, they already know your name, not someone else's.
A parent wants to leave more to one child than the other and doesn't want a fight after they're gone. What's the conversation you have with them before you draft a thing.
What's the conversation a couple in their forties should be having about their estate that almost none of them are.
A family's biggest asset is the home and all the kids want it. What's the question you make the parents sit with before anyone talks structure.
The clients who find you online have already decided they want a real advisor, not a robo-app. Showing up consistently means the next family in transition books you, instead of the firm with the bigger ad budget.
A client just inherited more than they've ever held at once and froze. What's the first conversation you have with them.
Markets had a rough month and your inbox is quiet, which worries you more than the panicked calls. Why is that.
When a prospect brings you a spreadsheet they built themselves, what do you actually look at first.
Your people aren't looking for a product, they're looking for someone who won't make them feel stupid about money. Showing up online is how the right ones recognise you, so the calls you take are people ready to do the work.
A client is fifty thousand in debt and their partner doesn't know about it. Where does the first session actually go.
What do you say to someone who's read every money book and still can't stick to a budget for a month.
A client just got a raise and wants to spend the whole thing on something fun. Is that wrong.
Your next client isn't browsing, they're being referred quietly between people who've watched you for a year. Being visible turns those whispered handoffs into steady inbound, without ever sounding like you're selling.
A family is selling the business they've run for thirty years. What's the first thing you'd protect them from in the months after.
How do you handle the adult child who turns up to a review meeting convinced they know more than you about crypto.
When a long-term client asks if they can finally afford to stop working, what's the conversation that has to happen before you'd even start running numbers.
If you help clients make better money decisions, this is built for you.
every
voice
.
A finance practice rarely speaks with one voice. There's the principal, the senior advisers, the planners, the bookkeeper, the wealth team. Each one posts to their personal accounts and sometimes to the firm's. With Tention's Business plan, the firm writes one set of brand rules every voice records inside. Personal additions sit on top of those rules. Recording, captions, brand check, and scheduling, in one place.
Firm rules sit underneath everyone. Personal rules stack on top. The whole practice runs in one place.
what you
said
.
Visual brand-checkers look at your logo. Tention reads your transcript. You upload your guidelines: social media policies, brand voice, legal and regulatory requirements, the phrases your firm has decided itself never to use. Every line of every recording is matched against them, in plain English, before you publish, and you decide. Brand approval takes minutes, not months.
Does this make my posts compliant?
The brand guideline check is a layer of review between you filming and posting. Tention transcribes your recording and runs the transcript against the social media guidelines you've uploaded: legal requirements, business rules, the phrases you've decided yourself never to use. Anything that looks off is flagged in plain English, before you publish.
It's an AI check, not a guarantee of compliance. The final decision to post always rests with you.
I can't give advice publicly. What would I even post?
You don't have to give advice to post. The questions clients ask aren't 'should I refinance?'. They're 'why are rates moving?', 'what's actually in this budget?', 'what changed this quarter?'. Those are the takes. You stay on your side of the line, and Tention helps you find what to say on it.
I don't have time for this.
A take is a minute on camera, the kind of thing that fits between two files. Tention brings the question to you, so the part that usually eats your evening, working out what to say, is already done.
Compliance review takes weeks. How does this shrink that to minutes?
The brand check is your firm's first-pass review, not your regulator's. Upload your firm's social media guidelines, your forbidden phrases, the language your compliance team has flagged. Every take is checked against them in plain English before it goes to your compliance team. The multi-week internal queue can shrink to minutes. The regulator's own review process still belongs to the regulator.
I'm using a compliance template tool. How is this different?
Your voice stays you. Tention finds the question your clients are actually asking, and you record the take in your own words. There's no shared library of pre-approved posts that thousands of other advisors are also pulling from. The post on your feed is yours alone.
Five hundred a month for the corporate marketing pack got me zero. Why this?
The take stays you. Tention finds the rate move, the policy change, the legislation, and you record the take in your voice. We don't write 'Spring Cleaning Your Finances' carousels. The cost is what the app costs, not an agency retainer.
Our brokerage has fifty brokers posting under the firm name. How do we keep the voice consistent?
The Business plan gives the firm one set of brand guidelines every broker records inside. Each broker's personal guidelines sit on top of those. Recording, captions, scheduling, and brand check, all in one place. The firm voice stays right while each broker's voice stays theirs.
I'm scared of being fined for saying the wrong thing online.
That's a real anxiety. Tention won't stop you from saying the wrong thing, but the brand check flags anything that looks like a problem against the guidelines you've uploaded, in plain English, before you publish. Your judgment, your licence, your call.
Can a junior broker push content to the firm account through this?
Yes. A junior broker can build a take for the firm's account and send it to an admin for review. The admin reviews and posts. Brokers can also post to their own personal accounts directly, or send a Meta collaboration request to tag the firm account. Meta owns the collaboration handshake; we don't pretend otherwise.
Tax season kills my feed every year. Does this help?
Tention's library is built for the busy seasons. Schedule four to six takes ahead of tax season. They go out without you while you're working through returns. The algorithm doesn't punish you for silence because there isn't any.
One question a day. Filmed with you, checked against your guidelines, posted everywhere.
Get Tention