Copywriting / Copywriting for financial services

Copywriting for financial services

If you need imaginative, fast-working, compliance-aware financial services copywriters, look no further. We support well-known organisations in insurance, pensions, savings, investment and private banking to create copy and comms strategies that:

  • Explain clearly and interestingly
  • Get customers to act
  • Help employees and intermediaries feel more engaged
  • Comply with all regulation

What do we do?

We can help you with large-scale strategic pieces of work, including tone of voice, naming, messaging systems and editorial strategies. We can also help you to create killer campaigns, as well as individual pieces of collateral. And we’ve got quite a bit of experience creating transactional communications like statements, bills and reminders.

Over a number of years we have helped financial services organisations to create:

External communications

  • Campaigns
  • Letters and direct mail
  • Brochures
  • Reports
  • Web copy
  • Annual reports and CSR updates
  • Social media updates
  • Scripts
  • Newsletters
  • Transactional communications
  • Intermediary communications

Internal comms

  • Recruitment and onboarding materials
  • Intranet structure and content
  • Communications through industrial dispute and streamlining
  • Learning and development materials
  • Rewards
  • Brand awareness

Strategic assets

Please get in touch to talk about copywriting for financial services – and how our financial services copywriters work.

Case studies

Changing the way teams think about customers at an iconic British bank

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Partnering a pensions company on a three-year, company-wide language programme

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Repositioning investment to a new generation of high net worth individuals

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By treating language as a vehicle to reposition our brand – and to help achieve organisational change – we have succeeded in helping our customers to understand some of the most important decisions they will ever have to make. Wordtree has been fundamental in helping us to achieve this change.

Nicola Thomson Head of Brand, Standard Life

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