The ultimate financial writing creative brief

Puts marketing projects on the money

Creative brief for financial marketersStart 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!

Simply download the creative brief (Word .docx file) to hit the ground running on your next marketing project!