The ultimate content toolbox for financial marketers 🧰

In financial marketing, the right tools make the difference between content that simply informs and content that resonates and converts.

From planning, writing and promoting content to optimizing blogs to crafting effective social media strategies, these free resources can help streamline your marketing and content processes, letting you focus on creativity and strategy.

Here’s our free collection of 7 must-have tools covering content planning, writing, SEO, competitor analysis, case studies, and promotion.

Our 8-step content delivery process for financial clients

If you want to produce content at scale but don’t have a consistent, repeatable production process – just swipe ours!

This guide outlines our flexibly structured, 8-step process to create content specifically for compliant content that is streamlined for quick delivery. Covering each stage from draft to final review, it provides a framework for you to create your own conveyor belt of content that ensures you don’t miss any editorial steps.

The ultimate editorial theme planner

While you’re laying out your content strategy for the year you know the details will evolve… Deadlines will shift, product launches might get delayed or moved up, and subject matter experts could back out. You may even discover new channels or tactics that work better, requiring a pivot.

What shouldn’t change, however, are your themes. These are the foundation of your strategic narrative, creating cohesion throughout the customer journey. Whether prospects or customers, everyone should see a consistent message.

The ultimate creative brief for financial content marketing

After years of refinements and multiple iterations, we’ve nailed down the creative brief that works best across financial content marketing projects of all kinds.

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 how we assign work to our writing team and how we extract the best material from SMEs and thought leaders.

On-page SEO tool for perfect blog posts

You’ve got a completed creative brief and a sheet full of great ideas.

Now what?

When it comes to blogs, articles, and delivering great thought leadership, writing is only half the battle.

Yes, SEO still matters, and optimizing your content for search engines is just as crucial as good writing.

This SEO tool will help guide the structure of your posts for maximum visibility, helping each article reach its intended audience as effectively as possible

The ultimate social media competitor analysis tool

If you’ve ever wondered how your brand stacks up against your competitors on social media, you’re not alone.

Knowing where you stand in the noisy digital landscape can help you refine your strategy, improve engagement, and ultimately drive more business.

Gain a competitive edge with this social media analysis tool, which lets you examine competitor strategies, identifying what works and what doesn’t. Use these insights to refine your own social media approach and stand out in a crowded market.

Case study templates that boost sales

Wouldn’t it be great if there was a way to provide better proof of why your product or service is worth the investment?

And wouldn’t it also be great if you could accomplish this without coming off as salesy or pressuring anyone to buy from you?

Case studies are powerful for showcasing your expertise and client successes. This guide provides a streamlined approach for writing case studies that highlight the real-world impact of your financial solutions, helping convert readers into clients.

The ultimate white paper promotion checklist

You’ve invested time and effort into your latest white paper. Are you ready to transform it into a powerful marketing tool?

This tool is designed to help you promote your white paper effectively and efficiently, ensuring it reaches your target audience.

In this download, you’ll find 25 proven tactics to get your white paper noticed by the right people. Plus, step-by-step chronological order to streamline promotional efforts.

These tools are essential for financial firms looking to elevate their marketing, streamline content creation, and maintain a competitive edge.

With these resources, your team is well-equipped to deliver impactful content that drives better engagement and more conversions.