Coast Capital Savings Wealth Management Microsite

Role: Copywriter

The Challenge:

Vancouver, Canada-based credit union Coast Capital Savings wanted to create a stand-alone website highlighting wealth management services to their existing and prospective client base. While their wider brand voice takes on the role of a friendly, non-judgemental guide or educator assisting those at any level of financial literacy, this project was a more tailored to the needs of high-net-worth clients more likely to already have a solid understanding of money management, investment products, and wider financial planning.

The Solution

Craft copy highlighting values that would be most important to this particular client type: expertise, trust, and convenience within the context of dedicated investment advisory services and financial management. With the assumption that the target client would already be familiar with many of the offered products and strategies, copy was succinct and focused on establishing industry authority. Working in tandem with UX designers within Figma, links and other navigation titles provided streamlined guidance to additional information and important calls to action.

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