How We Boosted Financial Clients Conversion Rate by 75

1. How We Boosted Financial Clients’ Conversion Rate by 75% textuar.com/blog/how-we-helped-financial-content-writing/ February 5, 2025 Finance is one of the most complicated sectors, and many people struggle to grasp its intricacies. Of course, we all want to save, invest and secure our finances for the future, but complicated jargon often acts as a barrier to understanding what truly matters. This is where strategic financial content writing comes into play. When you operate a financial services or fintech firm, your only weapon to entice clients is quality content. The investment content marketing needs to: Simplify complex topics Comply with legal mandates Help generate visibility and leads for your business Smart content writing for finance facilitates the understanding of previously hard-to- understand topics by breaking down complex content into manageable details. In fact, expertly crafted content tailored to your audience’s needs can help double client conversions in just a few months. You don’t believe us? Here is a blog that discusses in-depth tricks and tips we use at Textuar to create factual, well-researched, AI and plagiarism-free content that drives measurable results. Let us start with the basics first – What is Financial Content Writing? Strategic content for financial services is finance-focused content that engages, enlightens and builds trust with your audience. Effective financial content marketing goes beyond simple social media posts. It is about delivering insightful, well-researched information that empowers your clients to make informed decisions. Think of it as purposeful storytelling. Rather than overtly selling financial products, the experts create content that informs and guides. This could be in the form of blog posts explaining investment strategies. Or, it may be about infographics breaking down risk tolerance assessments. What is an Example of Finance Content that Converts? For instance, we might write a thorough piece on “How to Make Your Savings Work for You in a High-Inflation Economy” rather than pushing high-yield savings accounts directly. The idea is that by sharing insightful information via blogs, articles, and other media, you 1/7

2. may build relationships. This type of finance content marketing increases credibility and encourages meaningful interaction. You can order content for various purposes: To educate about investing tips and strategies To share various financial tools and calculators For training online trading covering concepts like Marubozu candlestick To get information on stocks, mutual funds, and other financial products To know about top financial services companies and compare them For creating and managing wealth, taxes, and finance laws What is the Importance of Financial Content Writing? Overcoming the fear of loss is one of the biggest obstacles financial advisors encounter when trying to draw in new customers. Choosing a financial advisor is seen by many prospective clients as a risky choice. They are aware that making the incorrect decision can be more harmful than doing nothing at all. As a result, hesitation and procrastination are common, even when working with fiduciary advisors. That is where financial content writing plays a key role. Through clear, actionable and trustworthy information, you can ease your client’s concerns. This will, in turn, strengthen your sales funnel and establish lasting relationships with clients. Besides, 80% of digital users appreciate custom content that discusses their chosen company in-depth. A well-executed content strategy ensures that your firm is one answering the questions to individuals actively searching for guidance. Thus, it positions you as a reliable authority rather than just another service provider. Who Needs Financial Content Writing? The USP of financial services content marketing is its versatility. It ends up benefitting a wide range of financial services. Listed below are a few of the sectors in which we have produced content – 1- Banks and credit unions Strategically crafted blogs for banking content marketing is a powerful tool for engaging and building relationships with high-net-worth individuals. A well-researched article can serve as an insightful resource. This is because it is designed not only to inform but also to attract and connect with HNW clients. Thus, it can demonstrate the institution’s expertise and value in managing intricate financial needs. 2- Asset management firms 2/7

3. On the internet, financial insights are everywhere. But the question is, what truly sets your financial services apart? What unique perspective do you offer that can’t be found elsewhere? The most successful agencies know that it is not about just gathering data. It is about finding those rare, untapped prospects that clients desire but can’t find through traditional channels. Top-tier financial content marketing agencies like ours don’t just create content. We dive deep into quantitative research, analyze the data, and transform it into actionable insights. We design infographics, place articles, and produce whitepapers that help financial firms stand out. These buyer-oriented marketing materials generate leads. They also help build a stronger brand presence for your asset management firm. 3- Insurance firms An animated video that breaks down the differences between life, health, and disability insurance might seem like a good idea. But let us be honest—it’s not going to make a significant impact. Why? Because it’s been done a thousand times before. It’s easy to produce, requires minimal creative effort, and doesn’t offer anything new. In content marketing, it’s all about information gain—delivering something fresh and unique to your audience. Something that stands out amidst all the AI-generated, cookie- cutter content flooding the market. For insurance firms, our expert writers don’t just repeat what is already out there. They unearth new, valuable insights that help buyers make informed decisions. 4- Mortgage lenders and real estate agencies Both the homebuyer’s guide and loan calculators are overdone. Creating more won’t help with lead generation for financial services. Instead, we help mortgage lenders and real estate agencies dive into real questions with user-centric content marketing for financial services. What tactics do mortgage brokers and lenders use to hike up fees, and how can borrowers spot them? What hidden clauses do lenders slip into their loan documents that could come back to haunt you? And how do you dodge those junk fees that seem to pop up out of nowhere? The idea here is to focus on providing the kind of insider information that helps the audience make informed, smart choices. After all, financial services content marketing is all about sharing something people don’t know, something not every brand is willing to discuss. 3/7

4. Pumping out AI-generated content from ChatGPT doesn’t help build trust and stand out. You must offer real value with skilled writers & show your audience that you have the expertise to guide them through the complexities of finances. How to Improve Financial Content Marketing ROI? It is critical to have a strategy with clear steps in place for a successful venture. Similarly, ensuring the consistency of brand voice across channels with fintech content writing is critical, too. Listed below are steps that we adhere to get your financial content strategy up and going – 1- Establish clear objectives It is critical that you define your company’s goals to produce a winning content strategy. Are you looking forward to increase website traffic? Do you wish to create new leads or elevate customer engagement? Perhaps your aim is to establish brand awareness. 4/7

5. Regardless, you must begin with a clear direction. Otherwise, your content will be unstructured. It may not yield the expected outcomes if you overlook any of these things. 2- Know your target audience Also, you must know your audience. Who will you be writing the financial content for? If possible, extract as much details as possible. For instance, take into account their requirements. What the people prefer and the demographics. You must have a clear comprehension of your target audience. That is how you can create content that makes an impact. It effectively engages, connects, and converts. Developing a successful content strategy necessitates an inclusive understanding of your audience. Doing so will enable positive results in lead generation for financial services. 3- Produce engaging content Now that you are aware of who your target audience is, the next action is generating content that goes beyond capturing attention. Something that aligns seamlessly with your marketing objectives! Remember, your content must tackle their financial pain points. It also must offer meaningful insights while establishing your brand as a trusted authority in the industry. While you don’t have to explore every format out there, variety is key for financial content marketing. Mixing different content types, from in-depth to articles and so on, you become able to keep your audience engaged and cater to varying learning preferences. At Textuar, we take the time to evaluate the strengths and weaknesses of each format. It is a mandatory part of our strength in financial advisor content marketing. We strategically choose the mediums that will best connect with your audience and amplify your financial services. 4- Implement a compliance-focused strategy In the financial services industry, compliance isn’t optional—it’s essential. Every piece of content you produce must align with regulatory guidelines and industry standards to protect your brand from legal and reputational risks. That is why having a well-defined content compliance strategy is just as important as the content itself. Establishing clear policies and procedures for content creation, review, and approval is a must. If you have an in-house team for internet marketing, make sure they are well- versed in compliance requirements, from privacy regulations to advertising disclosures and industry-specific restrictions. And in case, you work with us, we take the responsibility to ensure we receive the same training and fully understand these standards. This table highlights the need for a compliance-focused content strategy in financial services. 5/7

6. Importance of Compliance In financial services, content must align with regulatory guidelines to avoid legal and reputational risks. Clear Policies & Procedures Establish structured processes for content creation, review, and approval. Compliance Training for Teams Ensure in-house marketing teams understand privacy regulations, disclosures, and industry-specific rules. Partnering with Experts If outsourcing, work with professionals trained in compliance to maintain standards. 5- Update your existing content There’s no wrong time to reassess your content marketing strategy and make adjustments if something isn’t delivering the results you need. A strong strategy evolves, and that includes refining your existing content to align with your current goals. If you have already published content, whether blogs, articles, etc., we can help refine it for good. But before proceeding, we create a clear direction for evergreen financial content. Refinement goes beyond choosing content formats like finance blog writing services. It is also about defining core topics you will consistently create content around. For a finance- focused brand, content pillars might include – – Personal finance tips – Actionable advice to help your audience manage money effectively. – Success stories and interviews – Inspiring real-world examples of financial freedom. – Industry news and insights – Breaking down financial trends and their impact. – Finance fundamentals – Educational content on budgeting, investing and more. Once the content pillars are established, we proceed to incorporate the three Es – – Engaging content that stimulates conversations and encourages interactions. – Evergreen content that remains relevant and can be upgraded as required. – Event content that covers industry news, trends, etc., in a timely manner. Taking a step back, we then review the content you have already published for content marketing for financial services. The idea is to determine if it aligns with your new content strategy and if it speaks to your audience and supports your marketing goals. – If it fits, we keep it and make optimization as required. – in case it is outdated but valuable, we refresh and repurpose it for you. 6/7

7. – If the content doesn’t serve your brand or audience any longer, we suggest you retire it. At Textuar, we believe strong financial content writing goes beyond creating something new. It is also about ensuring every piece of content works towards your business objectives. 6- Establishing thought leadership In the finance sector, credibility and trust are everything. And what is better than establishing thought leadership to build both? The content strategy offers a prime opportunity for financial firms to showcase expertise and share insights. It also helps weigh in on industry trends. By consistently producing thought-provoking content, from in-depth articles to market analysis or expert commentary, we help you position your firm as a trusted authority. When your audience sees you as a go-to source for financial advice, they are more likely to engage. They will even start trusting your insights and ultimately choose your services over the competition thanks to clever fintech content writing. To Conclude Strategic content marketing for finance transcends mere flashy ads or hard sales. It involves meeting people where they are, addressing their needs and demonstrating that your brand is the partner they can trust. No matter what type of content you put out, whether it is a whitepaper or a simple blog post, it is a step towards building stronger connections. If you haven’t thought about using financial content marketing to expand your digital finance business, this is your sign. We can assist you to grab all the opportunities you have been missing out on and double your clientele with tactical finance content marketing by Textuar. 7/7