Financial Services

When you’re writing about sophisticated financial services, you can’t afford to work with an inexperienced writer. You want a B2B copywriter who has tackled everything from year-end tax planning to CARES Act tax provisions, who has explained anti–money laundering systems and risk advisory programs, who can break down the details of SWIFT and ISO standards.

You need a Dragonfly.  

Our B2B copywriters support: 

  • Financial technology (aka fintech) providers 
  • Financial institutions like banks and credit unions
  • Consultancies specializing in governance, risk, transparency, and valuation
  • Firms focused on audit and assurance, accounting, and tax services

We work with companies like you

Case Study

The challenge: In spring 2020, COVID-19 changed business as usual for companies around the globe and in every sector of the economy. Wipfli, one of the nation’s top 20 accounting and business consulting firms, leaped into action, advising its customers on how to respond to and recover from the financial disruption affecting their organizations. The company realized that its clients would benefit from an easy-to-access, easy-to-use hub of valuable, relevant tips, news, and advice. But with only one copywriter on staff, how could Wipfli generate the massive amount of content needed to answer questions from clients across multiple industries?

The solution:
Wipfli’s content and communications manager reached out to Dragonfly. Within two weeks, we assigned a half dozen seasoned B2B copywriters to focus on the company’s thought leadership efforts. Our writers partnered with Wipfli subject matter experts to create a comprehensive COVID-19 resource center, packed with vital content about business in a post-pandemic world, financial stability and strategies, ways to prevent employee burnout, stimulus funding and legislation, cybersecurity, and more.

The result: The increase in timely, useful content on Wipfli’s website drove a massive increase in web traffic. In one month, web visits rose over 140%, page views doubled, and average time on page increased 40%. Year over year, that month’s traffic tripled. Wipfli’s efforts to meet its customers’ urgent need for guidance were a massive success, fueled by the robust writing team at Dragonfly.

Learn more about making Dragonfly part of your team