Trust doesn’t come easy in financial services, especially when markets are in flux. That’s why every interaction matters.

Because in times of uncertainty, content isn’t just communication. It’s how you bring clarity, build confidence, and move people to act.

Top firms aren’t guessing. They’re using smart, strategic content to stay ahead.

In this playbook, we’ll break down four proven strategies from leading financial brands—including over a quarter of the Fortune 500—to turn content from passive to powerful.

Let’s dive in.

The efficiency play: Scale smart without slowing down

Goal: Help teams produce high-quality, engaging content quickly and consistently.

Why this matters: In financial services, timing is everything. Whether it’s a market update or a regulatory change, content needs to be fast, accurate, and polished. With rising capital costs, shrinking deposits, and increasing customer churn, it’s clear that speed and clarity aren't just nice to have, they’re downright critical. 

How leaders are doing it: They build self-serve systems and repeatable content frameworks that don’t need heavy dev or design lift. This way, creative teams focus on work that drives impact.

• Interactive guides that simplify regulations
• Microsites for earnings, ESG updates, and corporate news
• Clickable onboarding tools that make culture and benefits easier to explore

The outcome:

• Faster campaign launches
• Less time stuck in production
• A more consistent brand experience, everywhere

Real-world example: MX Technologies’ Helios 5 landing page

MX built a reusable landing page template for Helios 5 that makes every launch feel custom. Plus, they don’t have to reinvent the wheel each time.

Why this works

✔ Tells a clear story – Animations and visuals spotlight key product benefits.

✔ Keeps users engaged – Clickable elements invite exploration.

✔ Makes data digestible – Interactive charts break down complex insights in a simple, visual way.

The engagement play: Turn data into a two-way conversation

Goal: Make complex financial data easier to explore and understand with interactive content.

Why this matters: Over 70% of customers are feeling financial pressure. They don’t just need content.

They need clarity.

Financial services run on data, but static charts and dense PDFs aren’t the kind of content clients want. When insights are hard to explore or understand, engagement drops and connection slips through the cracks.

That’s why top firms are turning data into interactive experiences that are easy to explore, even easier to understand, and built to earn trust.

How leaders are doing it: Top brands turn data into interactive experiences.

• Infographics that break down complex ideas
• Dashboards that make performance easy to follow
• Reports that let users explore trends their way

The outcome:

• Easier understanding of complex data
• More engagement and longer time on page
• Clients feel more confident making decisions

Real-world example: Mastercard’s interactive infographic

Why this works

✔ Tells a story – The experience guides users through key moments like a narrative.

✔ Makes it interactive – Hover effects and animations bring history to life.

✔ Keeps it clear – Animated icons and charts simplify complex topics.

The enablement play: Turn corporate content into a competitive edge

Goal: Turn reports and disclosures into dynamic content that’s easy to share and understand—whether you're in a client meeting or a boardroom.

Why this matters: In industries like insurance and asset management, content like ESG reports and executive updates shouldn’t just be about checking a compliance box. They reflect your values, performance, and credibility.

But let’s face it: these documents are often long, static, and tough to navigate. That makes it harder for client-facing teams and stakeholders to pull out what matters or tell your story with confidence.

Forward-thinking firms are changing that. They’re turning reports into interactive content that makes complex info clearer, highlights key wins, and builds trust across the board.

How leaders are doing it: 

• Transforming ESG and annual reports into easy-to-navigate, interactive microsites
• Giving advisors clear, data-rich content they can actually use in client conversations
• Building executive dashboards that align teams around KPIs, progress, and strategy

The outcome:

• Quicker clarity on key metrics and disclosures
• More confident conversations with clients, boards, and stakeholders
• A stronger impression of transparency, innovation, and trustworthiness

Real-world example: Standish’s client onboarding tool

To make complex services easier to understand—and start relationships off on the right foot—Standish created a visually engaging onboarding experience that walks new clients through the firm’s philosophy, services, and global reach.

Why this works

✔️ Engaging presentations – Turns static brochures into interactive brand storytelling

✔️ Advisor enablement – Helps advisors convey key differentiators with ease

✔️ Brand consistency – Reinforces credibility and consistency from day one

The differentiation play: Stand apart in a sea of sameness

Goal: Use interactive content to elevate your brand and deliver experiences that actually get noticed.

Why this matters: In a sea of generic, AI-generated content, people are craving something real. When trust is fragile, your content can't just stand out. It has to mean something.

Static decks and templated emails all start to blur together. So, when looking to stand out in a crowded market, remember that looking and sounding different is how you earn attention and build trust that lasts.

How leaders are doing it: They invest in bold, immersive digital experiences that connect and convert:

• Branded microsites and event experiences that deliver "wow factor."
• Animated explainers that bring product stories to life.
• Thought leadership that feels as compelling as it reads.

The outcome:

• Stronger brand recognition and lasting recall
• Immersive experiences that capture attention and win business
• Elevated perception as a creative, industry-leading brand

Real-world example: Lending Club’s financial health quiz

Lending Club uses an interactive quiz to offer real value to customers and prospects, creating memorable stand-out moments.

Why this works

✔ Put users in the driver’s seat – Multiple-choice paths make the experience feel personal

✔ Make data click – Dynamic gauges and charts bring numbers to life

✔ Show the next step – Clear takeaways help users know where to go from here

Run your next content play with confidence

In financial services, clarity builds trust. Trust drives business. To earn that trust, top brands aren’t sticking to one-size-fits-all content. They’re investing in immersive digital experiences that deliver across four areas: efficiency, engagement, enablement, and differentiation.

Whether you're simplifying complex topics or aligning your team around a bold vision, these experiences help you lead with confidence—and stand out for all the right reasons.

Want to see what that looks like? Explore real examples in our Inspire gallery.