FinTech & Payments Copywriter
Clarity is currency.
Websites, product narratives, and thought leadership for treasury, AP automation, and private-markets platforms, written to earn trust with CFOs, controllers, and institutional buyers.
Audiences
CFOs, treasurers, controllers, and institutional investors
Formats
Corporate websites, product pages, thought leadership, and tax briefs
Topics
Treasury, AP automation, supply-chain finance, private markets, and tax policy
Case study 01 · Forge Global
A corporate site for a private-markets platform
Forge Global needed copy for a new FinTech corporate website. Brand guidelines, voice, and tone were set; the job was to turn a complex marketplace into pages that move institutional buyers to act.
- Ramp upLearned the private-securities marketplace fast enough to write with authority from the first draft.
- DirectionsDeveloped multiple messaging directions, each mapped to the brand and the overall strategy.
- PagesSharp, action-oriented headlines and short copy for landing pages built around the sales funnel and lead generation.
Delivered ahead of schedule, with every round of feedback turned around early.
Jen is the ultimate professional and a magician with copy… She ramped up on our business super quick and went to work. Jen developed multiple directions - all mapping to our brand and overall strategy. She processed all feedback and turned around revisions ahead of schedule.
Case study 02 · Trovata & Settle
Thought leadership for the modern finance team
Two finance platforms, one audience: the people who own cash, payables, and the forecast. I wrote content that explains the product through the problems CFOs and controllers already have.
- TrovataTreasury and cash-management content on automated cash positioning, API banking, and cash-flow analysis.
- SettleAP automation and inventory-finance guides for high-growth DTC and CPG brands.
“The end result exceeded expectations.” — Allison Meegan, Trovata
Finance content library
More for treasury and AP teams
Additional Trovata and Settle articles on cash flow, forecasting, and accounts payable.
- Trovata
- Trovata
- Trovata
- Trovata
- Trovata
- Settle
- Settle
- Settle
- Settle
Consumer finance · KOHO
Money, explained for everyone
The same clarity, written for everyday readers of a Canadian consumer finance app.
Tax, policy & market analysis
Tax and advisory content for accounting firms
Tax briefs, alerts, and articles that turn legislation, market shifts, and financial ratios into clear guidance for business owners.
- Magazine article
- Client article
- Tax brief
- Tax alert
- Tax guide
- Outlook
- Tax alert
- Tax alert
- Article
- Article
- LinkedIn article
More samples
Lending, financing, and capital
- First Citizens
- Ritchie Bros.
- NavitasSpecialty equipment and vehicle financing pages
- Trust CapitalEquipment financing landing pages
- AFG
- AnvylBridging the Gap: Operations and PO Financing, written for Anvyl on behalf of Settle
- The SMBXFounder-led narratives for a small-business bond marketplace
Have a financial product to explain?
Tell me who you need to convince, and I’ll show you how I’d earn their trust.
Let’s talk








