Banking and Personal Finance Writing

Writing for the financial services industry requires more than the essentials of grammar and style. Financial institutions, fintechs and regtechs need a writer who understands the primary objectives, specific terminology and regulatory compliance requirements associated with banking and personal finance. With seven years of communications experience at a large financial institution and 13 years freelancing for banks and credit unions and the third-party service providers who support them, I possess the writing prowess and the industry knowledge to tackle the most complex topics and challenging situations.

Prior writing assignments span a full range of bank-related topics.

Bank Technology

Communicating the need for, the benefits of and the functionality of new technology and digital transformation that creates efficiencies, provides information security and facilitates compliance requirements.

Bank and Branch Structure

Discussing bank profitability, correlating organizational initiatives to the institution’s bottom line. Researching the latest branch trends to help community banks keep pace with the industry.

Commercial and Consumer Lending

Helping a community bank change its credit culture through c-level communications, explaining new underwriting policies and risk rating systems, introducing employees to the concept of enterprise risk management and the project office.

Personal Finance

Creating 500-750 word blog posts for traditional financial institutions and fintechs who are on a mission to improve consumers’ financial literacy, a key component of any digital transformation strategy. Topics include explaining how credit card balance transfers work, loan options to pay for home improvement projects, ways to improve one’s financial literacy, the psychology of spending and the best uses for a tax refund.

Regulatory Agencies

Reporting on the latest news and bank compliance requirements from the Consumer Financial Protection Bureau, the Federal Financial Institutions Examination Council, the Federal Reserve Board, the Financial Crimes Enforcement Network and the Office of the Comptroller of the Currency.

Regulatory Compliance

Explaining new regulatory requirements to bank employees, promoting compliance, as well as informing compliance officers and senior management of upcoming changes and recommending implementation best practices.

Risk Management and Governance

Writing extensively about risk management; enterprise risk management (ERM); governance; and governance, risk management and compliance (GRC) to help financial institutions protect themselves from fluctuations in the economic cycle.

Let me help your financial institution communicate more effectively to your employees and customers. Email me today at

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