Messaging Optimisation for Clarity

 

We help investment firms communicate clearly and compliantly across every channel. We test, refine, and clarify messaging to meet FCA standards and boost engagement.

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Clear Communication, Without Compromise

Financial services marketing is filled with technical language, complex product details, and regulatory requirements. While accuracy is critical, overly technical or jargon-heavy content can leave investors confused, disengaged, or even mistrustful.

Hub’s Messaging Optimisation for Clarity service bridges this gap. We help asset managers and investment trusts refine technical and regulatory content into investor-friendly language that maintains precision while improving comprehension.

The result: communications that inform investors and strengthen trust

Why Clarity Matters

In a sector governed by FCA rules and Consumer Duty standards, unclear or overly complex messaging can have serious consequences:

  • Investor Confusion – Messages that are too technical can alienate retail investors.
  • Reduced Engagement – Content that is hard to understand is often ignored, leading to wasted marketing investment.
  • Brand Perception – If investors feel they don’t understand your communications, your credibility suffers.

Clarity is not about simplifying to the point of losing accuracy — it’s about structuring and refining information so it is easy to follow, digest, and act upon.

What We Optimise

Our clarity-focused reviews cover a wide range of materials, including:

  • Fund Literature – Fact sheets, prospectuses, and investor guides.
  • Campaign Materials – Brochures, ads, and promotional collateral.
  • Regulatory Disclosures – Risk warnings, terms, and compliance statements.
  • Investor Reports – Annual and interim reports, shareholder updates.
  • Digital Content – Websites, FAQs, and email communications.
  • Event Scripts – Presentations for AGMs, webinars, and investor broadcasts.

The Benefits of Messaging Optimisation

  • Improved Comprehension – Ensure investors fully understand your products, performance, and risks.
  • Compliance Confidence – Reduce the risk of regulatory challenge by removing ambiguity and meeting Consumer Duty standards.
  • Better Engagement – Clearer messaging increases investor trust, attention, and action.
  • Stronger Brand Reputation – Position your firm as transparent, responsible, and investor-focused.

Why Clients Choose Hub

  • Specialist Sector Expertise – We understand the balance between technical precision and investor clarity in financial services.
  • Investor-Centric Approach – Our language choices reflect how real investors process and respond to information.
  • Collaborative Process – We work with both marketing and compliance teams to ensure messaging meets business and regulatory goals.

Designed for Asset Managers and Investment Trusts

We focus exclusively on the financial services sector, so our clarity optimisation is grounded in the realities of your market. Whether simplifying complex fund structures for retail investors or refining technical updates for professionals, our work ensures your communications are precise, compliant, and accessible.

Based in London, we understand both the UK regulatory environment and the expectations of domestic and international investors. Our clarity-first approach positions your brand as trustworthy and transparent in a market where both are invaluable.

Clearer Messages, Stronger Results

With Hub’s Messaging Optimisation for Clarity, you can transform technical and regulatory-heavy communications into content that informs, engages, and builds investor trust — all without compromising compliance.

We help you say more by saying it simply.

Our Optimisation Process

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Content Assessment

We analyse your draft materials for readability, investor comprehension, and alignment with FCA requirements.
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Risk Flagging

We identify areas where language could cause misunderstanding, appear misleading, or fail Consumer Duty clarity tests.
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Plain-Language Refinement

We reframe complex technical and regulatory information into plain language that is accurate, precise, and easier to understand — while maintaining professional tone and compliance.
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Audience Tailoring

We adapt messaging to reflect the needs of different investor types, from retail audiences with limited financial literacy to professional advisers and institutions.
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Testing & Feedback

Where appropriate, we test optimised content with real investors to validate clarity and impact before final approval.
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Related case studies
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Janus Henderson – The Big 5-oh
Janus Henderson Investment Trusts
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Bank of Montreal
Bank of Montreal
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Amundi Financial Services
Amundi

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FAQs

1

How can content marketing help lead generation in financial services?

Content marketing is a highly effective strategy for generating leads in the financial services industry. By creating valuable and informative content that speaks directly to the needs and interests of your target audience, you can establish yourself as an industry thought leader and attract high-quality leads to your business.

Through content marketing, financial service companies can increase brand awareness, attract qualified leads, boost search engine rankings, and build strong relationships with potential customers. By consistently publishing high-quality content, you can position your business as a trusted source of information and establish a loyal customer base that is more likely to convert.

Overall, content marketing is a powerful tool for financial service companies looking to generate leads and grow their business. By investing in a strong content marketing strategy, you can attract more qualified leads, increase conversions, and position your business as a leader in the industry.

2

How can content marketing help grow your financial services brand?

Content marketing is an essential tool for growing your financial services brand. By creating and sharing valuable and informative content, you can establish your brand as a trusted authority in the industry and attract more customers to your business.

Through content marketing, you can increase your brand’s visibility and reach a wider audience. By creating content that speaks directly to the needs and interests of your target audience, you can attract high-quality leads and position your business as a thought leader in the industry.

Additionally, content marketing can help you build strong relationships with your customers. By consistently publishing high-quality content, you can establish trust and loyalty with your audience, which can lead to increased customer retention and referrals.

Overall, content marketing is an effective strategy for growing your financial services brand. By investing in a strong content marketing strategy, you can increase your brand’s visibility, attract more customers, and build strong relationships with your audience.

3

How do you drive traffic to a financial services website?

Driving traffic to a financial services website requires a strategic approach that leverages various digital marketing channels. Here are some effective strategies for driving traffic to a financial services website:

  1. Search Engine Optimization (SEO): Optimize your website with relevant keywords and content that appeal to your target audience. This can help improve your website’s visibility in search engine results pages.
  2. Pay-per-click (PPC) Advertising: Use paid search ads to target specific keywords and drive traffic to your website. This can be an effective way to generate leads quickly.
  3. Content Marketing: Publish high-quality content on your website that is relevant to your target audience. This can help attract visitors and establish your brand as a thought leader in the industry.
  4. Social Media: Promote your website and content on social media platforms to reach a wider audience. This can help increase brand awareness and drive traffic to your website.
  5. Email Marketing: Use email marketing to send targeted messages to your subscribers with relevant content and offers. This can help drive repeat traffic to your website.

By leveraging these strategies, financial services companies can effectively drive traffic to their website and generate more leads.

4

How do you build a marketing strategy for a financial services company?

Developing a marketing strategy for a financial services company requires careful planning and execution. Here are some key steps to building a successful marketing strategy:

  1. Define your target audience: Identify your ideal customer and understand their needs, behaviours, and pain points. This will help you tailor your marketing messages and choose the right marketing channels.
  2. Establish your unique value proposition: Clearly articulate what sets your financial services company apart from competitors. This will help you differentiate your brand and communicate your unique benefits to potential customers.
  3. Choose your marketing channels: Determine which marketing channels will be most effective for reaching your target audience. Consider options such as SEO, PPC advertising, social media, email marketing, and content marketing.
  4. Set measurable goals: Define your marketing goals and establish key performance indicators (KPIs) to measure success.
  5. Create a budget and timeline: Determine your budget and establish a timeline for implementing your marketing strategy.
  6. Analyse and adjust: Regularly analyse your marketing results and adjust your strategy as needed to optimize performance and achieve your goals.

By following these steps, financial services companies can build a comprehensive marketing strategy that helps them reach and engage their target audience, differentiate themselves from competitors, and drive business growth.

5

How do you build client personas in marketing?

Building client personas in marketing involves creating detailed profiles of your ideal clients, which helps you understand their needs, pain points, and behaviors. Here are some steps to building client personas:

Conduct research: Gather data from various sources, such as surveys, interviews, social media, and website analytics, to understand your current and potential clients.

Identify commonalities: Look for patterns and common characteristics among your clients, such as demographics, job titles, and interests.
Create profiles: Based on your research, develop detailed profiles of your ideal clients, including their goals, challenges, values, and decision-making criteria.

Give them names and personalities: Personalize your client personas by giving them names and describing their personalities, which can help you better empathize with their needs.

Use them to guide your marketing strategy: Use your client personas to inform your marketing strategy, such as choosing the right marketing channels, crafting messaging that resonates with them, and tailoring your content to their interests.

By building client personas, financial services companies can better understand their target audience, create more effective marketing campaigns, and ultimately attract and retain more clients.