1: Simplify One Policy or Disclosure Section
We rewrite up to 300 words of policy, terms, or disclosure into plain English — with a “what this means” summary to help clients actually understand what they’re signing.
Why It Matters:
Transparency is a competitive advantage in finance. Clients trust providers who speak clearly and don’t hide behind legalese.
Value Delivered:
-
Reduces friction and complaints during onboarding
-
Improves client understanding and retention
-
Makes you stand out from jargon-heavy competitors
⏱ 45–60 min
2: Rewrite One FAQ Entry for Clarity & Compliance
Submit one client-facing question (up to 300 words), and we’ll rewrite it to balance legal accuracy with clear, friendly language.
Why It Matters:
Customers abandon sign-up flows when they don’t understand your terms. Clear copy = higher conversion and trust.
Value Delivered:
Boosts transparency and professionalism
Reduces support burden
Increases compliance readability across regions
⏱ Time: 45–60 minutes
3: Turn 3 Bullet Points into a Client Email Summary
Provide bullet notes about a financial product, report, or update. We’ll craft a 250–300 word client-facing email that’s clear, concise, and engaging.
Why It Matters:
Clients don’t just want data — they want to understand what’s going on. This bridges that gap.
Value Delivered:
Elevates your communication quality
Saves hours of writing for advisors or support staff
Helps prevent churn from confused customers
⏱ Time: 45 minutes
4: Create a “Plain English” Explanation of a Key Term
You give us a technical or legal term (e.g. deductible, rollover, escrow), and we provide a ~150-word layperson-friendly explanation with optional real-world example.
Why It Matters:
Financial literacy improves client retention. This lets you educate without overwhelming.
Value Delivered:
Adds transparency to your materials
Great for help centers, brochures, or onboarding
Helps clients make confident decisions
⏱ Time: 30–45 minutes
