Our 8-step content delivery process for financial clients

You spent hours in the gig marketplace trying to find the best writer for the job.

But now…

You’re on the fifth round of edits for the blog post they wrote trying to explain your financial services with no end in sight.

You’re also wondering why you’re still catching typos, and not seeing the research links that you requested, and you’re pretty sure you’re going to miss your publishing deadline.

As for the writer you hired, it seems their response time between emails is only getting longer with every follow-up you attempt.

They just didn’t get it.

If only it was easier to find financial writers who understood — really understood — the ins and outs of your complex business and audience. 

Someone to whom you didn’t have to explain your industry’s regulations, trends, and processes.

Someone who could produce high-quality, compliant work that didn’t need much finessing (if any!) after you received it.

All of this… and delivered on time.

Are you asking too much? We don’t think so.

While our talented team is just one ingredient in our secret sauce, we would be remiss if we didn’t mention our eight-step content delivery process.

If you manage a content writing team, you can follow this process when creating content — be it a blog post, web copy, thought leadership article, whitepaper, or modify for just about any other project.

High quality financial writing delivered on time, every time—even at scale

This process is what makes Finance Studio unique and allows us to deliver high-level, compliant, publication-ready content, even at scale. (We also realize this format may not work for everyone, but it is adaptable to just about every team.) 

8 Step Content Delivery Process For Financial Clients1. Creative brief

Each piece of editorial content starts with a thorough creative brief.

Depending on your cadence and the volume of posts, we may customize this phase for efficiency. But in general, creative briefs must ask important questions, like: 

  • Who is your intended audience?  
  • What’s the ultimate goal? 
  • What can you show versus tell? 
  • What research do you want included? 
  • When do you need it?

You can download the creative brief we developed for our clients for use on your own projects absolutely free – just click here.

2. Article outline

After we have a full creative brief in place, our team will provide you with an outline of the coming content draft. We need your approval on the proposed article structure before we begin drafting to further ensure we’re taking the same approach.

This provides a general guidepost for the writer and ensures that we cover everything you want covered in the draft. 

If you would like to provide an outline because you have a structure in mind, say, for SEO purposes, we are happy to draft from your internal outline.

3. Writer assignment

At this stage, we assess and assign the work to the best writer for the job based on industry experience and expertise. Our talented writing crew consists entirely of financial industry veterans, copywriters, journalists, authors, content strategists, and even CFA-licensed practitioners.

Once we find a writer that fits your tone, style, and brand voice, we prefer to keep them with your projects for consistency.

4. First draft received 

We date and timestamp the very first draft. This helps us measure the amount of time we spend with the piece going forward, so as to catch future process bottlenecks. What can we say? We’re sticklers for efficiency!

5. Internal editing rounds

Our first-line editor reviews the work for grammar, typos, quality, and accuracy of research.

And because we believe that every writer needs an editor, and every editor needs an editor, too, our second-line editor then reviews the piece again to validate for structure, articulation, and overall quality.

6. Client delivery

We send our first draft to you. If you’re happy with this version, great! But if you wish to provide feedback or request any changes, this is the stage where it all comes together. 

We don’t take feedback personally. In fact, we appreciate detailed responses from all our clients, especially during the early months of our engagement, when we’re learning about your brand.

7. Client feedback

We incorporate your suggestions, comments, and feedback during this phase. While two feedback rounds are included with every piece of content, we’re proud to say we average just one on most assignments.


After we’ve adjusted the piece to your liking, we make it final. You can then send it off into the world to rack up pageviews, likes, and distribution; and maybe even go viral once in a while.

Need a hand with your process? We have a solid team of seasoned writers, editors, and project managers who have real-world finance experience. We also manage content writers, editorial calendars, and content processes, which puts time back into your business and life.

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