Puts financial marketing projects on the money
Start any marketing, content, or design project the right way — and keep it on track — with Finance Studio’s creative brief template.
After years of refinements and multiple iterations, we’ve nailed down the version that works best across financial marketing projects of every kind.
This document gives stakeholders, creatives, and project partners a chance to clarify the “Why” and other important answers up-front: Audience, purpose, customer actions, deadlines and more!
This is the creative brief template we use with our clients. Instructions for filling in the brief couldn’t be easier, just follow the prompts in each section and you’re done!
Head over to the Google Doc and save a copy or download to hit the ground running on your next marketing project!