Copywriting for Financial Services

Turning Numbers Into Narratives

Great writing doesn’t happen by accident. And writing meant to sell something — a product, service or brand — is even more intentional.

Add the complexities of financial services to the equation and you’ve got a job that requires not only a different style of writing but a highly specialized kind of writer.

—Nathaniel Hawthorne

“Easy reading is damn hard writing.”

Copywriting vs. Content writing

Content writing and blogging is a long-term strategy focused on building trust, educating customers through the sales funnel, demonstrating your brand’s expertise, and improving search engine rankings. 

On the other hand, when crafting copy for sales, every headline, subhead, and phrase must be strategically chosen to keep readers reading in order to persuade and convert. 

Copywriting is “sellership in print”, so it requires a different style of writing as well as a different breed of writer.

5 reasons financial copywriters must be specialized 

Financial copywriters not only need to be trained sales writers, they must also have the financial acumen to navigate the complexities of financial products and services. This often includes:

  1. Regulatory Compliance: Financial copywriting requires a deep understanding of the industry’s compliance requirements, ensuring that all content is accurate and complies with legal standards.
  2. Technical Jargon: The financial sector is rife with technical jargon that can be overwhelming for the average reader. A specialized financial copywriter knows how to simplify complex concepts and present them in an understandable manner without losing the essence of the content.
  3. Trust and Credibility: Financial decisions are deeply personal, and clients need to trust the brand they are engaging with. A financial copywriter can effectively communicate trustworthiness, reliability, and expertise in the content, which is crucial in this industry.
  4. Niche Audience Targeting: Financial services often cater to specific niches and demographics. A skilled financial copywriter can tailor the message to resonate with the intended audience, whether it’s high-net-worth individuals, retirees, or young investors.
  5. Conversion Optimization: Financial brands depend on conversions for success. A specialized financial copywriter knows how to write content that not only informs but also persuades the reader to take the desired action, whether it’s filling out a contact form or investing in a product.

Finance Studio was built by experienced financial writers and editors with the skill sets that are able to balance subject matter, regulatory knowledge, technical expertise, and persuasive writing techniques that connect with your unique target audience.

Copywriting client work samples

Challenging sponsor banks and middleware providers, Avenu required smart web copy for it’s banking-as-a-service (BaaS) platform.
Bringing a European savings platform to the U.S. meant content … and lots of it.
Raisin tapped Finance Studio for website copy, over 20 articles, explainers, and blogs to help educate customers about the new service and the importance of saving.
Finance Studio wrote this white paper explaining how peer-to-peer payment apps have transformed how people send money to each other and how businesses can stop missing out on this technology.
Finance Studio created an animated explainer video for HDVI to help sell its innovative trucking insurance risk model. Our team developed the script and worked closet with the video editor on the storyboarding.

More Copywriting Insights

8 Step content delivery process YT video

Our 8-step content delivery process for financial clients

If you manage a content writing team, you can follow this process when creating a blog post, web copy, thought leadership article, white paper, or ...
Read More

Unlocking powerful customer testimonials

72% of consumers say positive testimonials increase their trust in a business. Here’s how to get more testimonials from happy clients.
Read More

How to write case studies that boost sales [+download]

“No argument in the world can ever compare with one dramatic demonstration.” —David Ogilvy
Read More

4 elements of compelling customer success stories

Half case study and half testimonial, a success story is a compelling content marketing tool. Learn 4 tactics to create compelling success stories today.
Read More

ABCs of compliant CTAs

The 6 best practices for placing a "call to action" in your content, website, and customer-facing communications to boost engagement.
Read More

This 4-point website audit boosts email signups

Got your email list-building bases covered? Our easy 4-point audit can help assess if your website is a sultan of signup.
Read More

Why AI can’t handle financial content

Will ChatGPT ever be able to wrap its neural network around the human nuances for executing great financial content? Probably not.
Read More

The ultimate creative brief

Ensure your stakeholders, project managers, and creatives are set up for success with our ultimate creative brief!
Read More

Ready to start your next creative project?

Finance Studio is the platform for digital, content and design projects suited to each individual brand's needs and budget. Whether you're looking to update your branding, redesign your website, or start a new content series, Finance Studio has you covered.