6 Financial Copywriting Tips for Fintech

That'll Boost Your Marketing Game

Strong fintech copywriting skills are critical for both stand-alone financial advisors and agencies catering to a diverse clientele if you want the ability to differentiate yourself from the competition and win over new business.

Fintech copywriting encompasses more than just writing on online trading platforms and mobile banking. It all comes down to crafting a story that encourages clients, both current and potential, to work toward their financial goals and objectives. Traditional fintech stories may be transformed into engaging stories with complex concepts and material that appeal to your target customer market and persuade people to contact you or purchase your financial goods.

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What Is Fintech Copywriting?

Financial copywriting is the skill of creating engaging written content for financial wellness, savings accounts, retirement savings, planning, asset allocation, industry news, or banking services. It entails creating aesthetically pleasing financial copywriting examples and content that convinces potential clients or consumers of the unique benefits and features of your financial services.

In addition to providing information, well-written persuasive copy and content for media platforms motivates readers to take desired actions, including setting up an appointment with a financial advisor or fintech professional. Remember case studies show that 55% of buyers are more inclined to purchase a financial product if they find the brand’s backstory engaging. Financial copywriting is essential to marketing because of this.

In addition to imparting knowledge, well-written financial copy for media also prompts readers to take desired actions, such placing arranging a consultation with financial advisors. Recall that 55% of consumers are more likely to acquire a product if the brand’s story intrigues them. For financial media marketing purposes, copywriting is therefore crucial.

Types of Copywriting for Fintech

Financial copywriting is available in many forms, and each serves a distinct purpose in terms of establishing and maintaining connections with potential customers and organizations. An overview of the many types of financial copywriting is provided below:

Financial Copywriter for Your financial coaches
Copywriting Strategies for financial coaches
  • Website text: Your website’s information should be visually appealing and easy to read. It should showcase your experience and introduce visitors to your offers.
  • Social Media Posts: Keeping up a regular and interesting online presence on social media sites like Facebook, LinkedIn, and Instagram may help you raise brand awareness and attract new clients.
  • Email newsletters: Sending newsletters regularly is a great method of updating clients on industry news, best practices, and market trends.
  • Sales Pages: Your fintech company can create sales pages for certain financial goods or services based on the target market.
  • Blog Posts and Articles: A wide range of financial topics are covered in articles and blogs. They raise the authority of your financial content and the number of links referring to your website.
  • Financial Advertisements: These advertisements aim to pique interest in the fintech company services offered by your business.

The finance content subjects mentioned below are not exhaustive. In addition to using features, financial copywriting strategies may be employed to entice and persuade your target audience, relying upon your area of expertise in fintech and the goals of your ideal client for your financial organization.

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The Benefits of Financial Copywriting for Fintech

For many fintech companies, advisors, the media, and businesses in general, financial drafting offers substantial benefits. It enhances voice impression, engagement, and conversions for the brand. Data suggests that personalized content may lead to 42% higher conversion rates, highlighting the significance of customized messaging in the financial services sector. Moreover, companies who maintain an active blog obtain 97% more links pointing to their websites, increasing their internet presence and drawing in more prospective customers.

Email marketing returns an amazing $36 for every $1 invested, while content marketing generates three times as many leads at a cost 62% less than traditional outbound approaches. To put it simply, producing high-quality fintech content helps you stand out in a crowded market and improves your performance in the financial markets.

6 Tips to Improve Your Fintech Copywriting and Convert More Leads

1. Research Your Target Audience

To create financial content that persuades your target audience, it is imperative that your fintech writer comprehends their motivations. Developing a thorough understanding of their financial objectives, problems, and pain points might assist you in creating excellent content that talks directly to their concerns and motivations in an understandable manner. You’ll be far more successful persuading an audience when you can emotionally connect with them.

Depending on the services you provide, your ideal target audience may change. You must thoroughly research each of them if you want to customize your understandable messaging to each of their goals, aspirations, and wishes. You may survey, converse with, and get data from clients by using social media analytics and by going to sites like Reddit, where people in your target demographic are openly discussing their thoughts.

2. Focus on Benefits, Not Features

You may write service descriptions and other financial statistics that emotionally connect with and tell an interesting story to your target audience by emphasizing your advantages over features.

It is possible to influence consumers’ financial decisions by appealing to their sense of familiarity, happiness, and security with financial principles and by providing specific instances of the advantages of financial goods and services. This method may assist you in crafting a more captivating financial story that will draw in prospective customers and encourage them to collaborate with you.

This important point is not to argue that you should avoid discussing any topic related to financial matters in your writing. Use feature-driven language in your fintech marketing campaign to give prospective customers useful financial information. To better capture the interest of your target audience and inspire them to take action to save money right away, don’t forget to complement it with material that emphasizes advantages.

3. Use Simple Language

It will help you develop a close emotional connection and understanding with your readers and make your fintech copywriting more relatable. By making them feel at ease with your language, you may be able to open up potential clients to your message. Keep in mind that you are writing for actual people, not machines, while you are creating engaging material.

Due to this more conversational tone and informal language approach, a solid relationship is developed between prospective customers and those who plan to utilize your financial services repeatedly. Financial jargon and other complicated financial concepts and issues, on the other hand, may come off as impersonal or detached content that lacks a conversational tone and straightforward language, making it more difficult for readers to relate to what you’re saying.

4. Don’t Underestimate the Power of Email Marketing

Email marketing is one of the best methods for building relationships and producing leads.

Contact information from prospective clients, eventgoers, and lead-generation initiatives may be gathered to construct email lists. Once you have a list, you may send out newsletters with articles on the financial services industry, invites to events, a track record of accomplishments, and more. You may also use customized alerts in your emails, based on what your clients want to see.

By consistently providing your email list subscribers with timely, high-quality information, you will establish your company’s reputation, win their confidence, win over loyal clients, generate traffic, and eventually support the growth of your business.

5. Craft Compelling Headlines

In a crowded field, your headlines must grab the reader’s attention. You have a limited amount of time when using fintech marketing content to persuade readers to click on a certain description; if your title isn’t attention-grabbing enough, they could scroll past it. If you want to get more high-quality leads, write headlines that are compelling, informative, and succinct. The features that make your fintech and financial advisers stand out from the competition and draw in new business should be highlighted in their headlines.


6. Optimize for Search Engine Optimization

It is impossible to overestimate the significance of SEO for financial copywriting, as search engines account for more than 90% of first-time online interactions. It is essential that you consistently provide instructional content for your website’s users and include pertinent keywords in it. By doing this, you’ll increase your website’s organic traffic and visibility in search engine rankings.

When you optimize content for search engines, remember that you are still writing for readers, not machines. Silencing yourself in favor of keywords is not essential. Naturally, your content strategy should include intentional keywords to help readers engage with your target audience and locate the web content they’re looking for.

Organic search leads have a 14.6% close rate, compared to only 1.7% for outbound leads.

Learn more about SJ Digital Solutions SEO services to start ranking on the first page of Google. In the past year, we helped a real estate crowdfunding app triple its ranking keywords in less than three months with a custom keyword optimization, research, and content creation strategy. As a result, the app’s website traffic soared from zero to over 2,400 organic clicks per month. Read the full case study!

Your Finance Copywriter, Samantha Hawrylack

Collaborating with a skilled fintech copywriter or subject matter experts can boost the effectiveness of your fintech website and marketing materials.

A skilled fintech copywriter may use technical terminology to design blog entries, service descriptions, and promotional marketing materials that appeal to your target audience and increase engagement and lead generation. Fintech copywriters who are aware of your target market will employ language that shows they have a thorough grasp of investing methods, the stock market, and current events.

Additional Content Marketing Services We Offer For FINTECH

Our Framework for FINTECH Content Marketing


When you’re ready to have your financial brand grow through your content, we’re here to help you become more visible as an authority in your niche by creating your content backed by our three pillars below.

Our goals when implementing content marketing strategies for asset managers are to increase traffic, leads, and conversions for your organization. Allow us to operate in our areas of expertise by creating content that converts and optimizes your content with SEO. 

When you take these two things off your plate, you can focus your time, energy, and resources on YOUR areas of expertise. It’s time to stop stressing and overburdening your internal team. Outsource this area of your business to us and get it right the first time. Because not only are we experts at content and SEO, we’re experts in the finance niche. 


You deserve to experience what it’s like to work with us because we understand the big picture. A piece of asset management content marketing is never one and done. 

We create content that connects to your audience, your other content, and your overall sales and marketing goals.


Allow us to implement your strategy by taking massive action with one or multiple of our packages.

It’s time for you to save hours spent researching, crafting, ideating, and guessing because when it comes to your content ranking, it’s not just about your great ideas. It’s about how you execute your ideas.


We constantly keep a pulse on what’s going on data-wise in the asset management industry and keep you informed too.

We do this by regularly monitoring analytics through Google Analytics and Google Search Console, sending reports to our clients, taking action based on the data, and keeping content fresh and updated over time.

We’d never claim to be experts, but we are aware of the strict compliance standards within the financial industry. Moreover, refreshing content is crucial since numbers, regulations, etc., change in the financial services industry sometimes yearly.

Get A Proposal

Turn leads into customers and get started today. We’ve partnered with finance and real estate brands around the globe with digital marketing campaigns, including SEO, content creation, lead generation, and beyond. Get results with the pros in your niche – we’re not a generic agency that works with everyone.

Still Curious?

Frequently asked questions

A: Financial copywriters assist you in increasing clientele and revenue by effectively conveying the special qualities, advantages, and selling factors of your company through captivating writing. Buyer psychology and storytelling are tools used by financial copywriters to emotionally engage potential customers, uplift readers, and generate calls to action. In addition, they do market research, look into financial industry trends, optimize material for search engines to increase visibility and reach, and more.

A: If your marketing material and financial writing aren’t attracting the attention you want and your conversion rates aren’t rising in spite of your persistent marketing efforts, think about employing a fintech copywriter. Another reason may be that you’re finding it difficult to explain to other people the special features, advantages, and value proposition of the wealth management and financial independence services you provide. Furthermore, when your business expands and you take on additional important tasks to develop a voice for the brand and relevant financial content, you most likely won’t have enough time for finance copywriting.

A: While content writing, ghostwriting, and fintech copywriting have many similarities, they also differ significantly from one another. In the fintech industry, copywriting is the art and science of crafting a compelling message that inspires your target audience to do a specific action, including calling you for a consultation, making a call to action, staying updated, or posing inquiries about a posting. The main goal of content production is to provide interesting and educational material since it increases website traffic, develops your authority, and ranks higher in search engine results. Ghostwriters are copywriters and financial firms who create outstanding content or materials for your company without taking credit for their efforts.

A: It’s important to keep in mind that the main audience for your thought leadership and financial writing pieces should be readers, not search engines. While it’s crucial to carefully select the keywords for your blog articles and website, you should eventually offer landing pages with material that is actually beneficial to those who are searching for it. Consider how simple it is for you to get the information that your target audience and key demographics desire to know, as well as if it sparks your interest to read your article, blog post headlines or website content from their perspective.

A: A content writer should have the talent to write captivating narratives that connect with your target audience. They must also be able to clearly describe how your services provide value and be well-versed in the technical terms used in the financial business, such as SEO and market research. They must also be knowledgeable about the financial sector and possess a sizable and varied portfolio of prior work.

Get Converting Fintech Copywriting Services From SJ Digital Solutions

At SJ Digital Solutions, we help you make great copy and confidently scale your brand voice, knowing that the words behind persuasive copywriting your business are working for you.

As a certified financial planner, you’re busy. This is why we write your website copy, email sequence, or social captions in just one action-packed Conversion Copy Day. We’ll dedicate an entire day to writing your copy and take it through a round of revisions to ensure that you love every single word.

If you’ve created okay financial copy so far with an in-house writer, but know it does not speak directly to your people and crave more clarity in your coaching messaging, we’ll use tried-and-tested conversion copy strategies to write words that attract potential clients, differentiate you from competitors and even sell financial products for you while you focus on CEO tasks. Get in touch with us to take financial copy for your business to the next level!