Copywriting for the financial services industry

Copywriting For The
Financial Services Industry

We specialize in copywriting and editorial content development  for financial services companies that need an experienced, knowledgeable partner who understands the industry’s unique challenges. Our writers have in-depth experience covering financial services topics, including retirement planning, stocks, bonds, mutual funds, estate planning, charitable giving, employee benefits, and institutional brokerage issues.

When you outsource a project to Bull’s-eye Communications, you will be working with seasoned experts who understand the difference between a mutual fund and an ETF, active management versus passive management, a Roth IRA versus a Traditional IRA. Our network of talented writers and designers can bring together the right combination of skills for your communications project.

Whether you are trying to educate retail investors about the wisdom of asset allocation or you need to engage an institutional audience on a more complex topic, we can provide well-crafted copy that gets your point across. Our work covers a diverse range of financial topics that target varying levels of audience sophistication, including:

Personal finance topics for individual investors:

  • Saving and investing for retirement through a 401(k), 403(b), or IRA.
  • Retirement income planning strategies Investing in stocks, bonds, mutual funds, and options.
  • Saving for college
  • Charitable giving
  • Estate planning
  • Life insurance and annuities
  • Stock option plans

Financial topics for advisors, asset managers, defined contribution plan sponsors and plan administrators, clearing firms, hedge funds, and other financial services professionals:

  • Regulatory and compliance issues
  • Practice management strategies
  • Wealth management
  • Investing strategies
  • Brokerage technology
  • Equity compensation trends and practices
  • Capital markets and trading
  • Mutual Fund Shareholder Reports