Create digital finance booklets for your business

Present your finance marketing materials in a professional way to attract more clients. Creating personalized financial booklets, reports and even magazines is now a simple two-click process. Insurance, investment banking or venture capital, they can all benefit from taking their finance marketing to the next level with Flipsnack.

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Finance booklets made interactive

Flipsnack allows you to add a more modern look and feel to your financial propositions. Interactivity means engaging a wider spectrum of your audience. After you’ve uploaded your PDF files, you can enhance your financial magazines, or finance portfolios, with various interactive elements such as videos and links. The page-flip effect will give all of your financial documents that desired, modern look.

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sample interactive finance booklet created with Flipsnack

There is more to Flipsnack

Flipsnack's features for creating financial booklets: ease of use, hassle free production, cost reduction and time saving

How to make a financial booklet in Flipsnack

Want to create a custom financial booklet from scratch? No worries! With Flipsnack’s online Design Studio, you can do that within minutes. The video below will show you just how easy it is:

Online financial booklets templates

Present the whole finance world behind your brand with our financial booklets templates! Share financial content to educate both your clients and employees.

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Online financial magazines templates

Financial statements are more efficient when presented in an interactive way! Pick one of our finance magazine templates and add a modern, progressive look to your documents!

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Online finance reports templates

Internal communications can now have a crisp and modern design and feel by choosing from one of our professionally designed finance report templates.

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Online finance portfolios templates

Choose from our finance portfolio templates and present all your stocks, bonds, or commodities, in the same, visually exceptional space.

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Keep your documents private

the option of keeping your financial booklets unlisted in Flipsnack


Your financial booklets are invisible from Google’s search engine and are only accessible via a direct link.

the option of sharing your financial guide with specific people only in Flipsnack

Share with specific people only

This option allows for your flipbooks to be seen only by a few selected people.

the option of password protecting your financial documents

Password protected

Can only be accessed by those specific people that have both the link and the password to your documents.

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Getting quality content out to our clients in a clean, consistent format is critical in our business. Flipsnack has been the perfect tool to deliver that information easily, smoothly, and with cutting edge technology that says “this is well put together”. Brochures, white papers, newsletters… This platform is ideal for delivering our company’s “story”. Highly recommended.

Andrew C. Gregory
Partner, Director of Recruiting

Personalized sharing options for your financial booklets

Full Screen URL

This option allows you to expand your propositions on the whole screen, without a header, footer, or anything else.

Embed on your website

Integrate your newly designed interactive flipbook on your website by simply copying and pasting the HTML embed code on your page.

Share via email

Amongst many other sharing options, you can approach your clients directly by sharing your finance marketing materials via email.

Get more precise data with our Statistics

Stop guessing and get precise data on how customers interact with your financial materials or benefit guides. Great for internal monitoring purposes, our Statistics allow you to make informed decisions based on your customer’s interaction with your financial booklets, magazines, and more.

Choose Flipsnack to enhance your financial booklets