Copywriting Samples for Finance
You’re in the finance biz, and while you may have an abundance of left-brained, mathematical prodigies, you need a creative fountain of witty copy now. You’ve come to the right place! Whether you are searching for short-form social media ads or email campaign content, I can create your ideal marketing copy to suit your brand perfectly.
Check out these mock samples below. These companies don’t exist yet, but maybe they will give you some ideas of what we can create together!
All brand names, logos, and marketing copy featured in this portfolio are fictional and developed solely for creative demonstration. These concepts are the original work of Rachel Welch/Pencil and Palate and may not be reproduced or used without permission.
Fictional Finance Brand #1: Frugli – Personal Budgeting App
Audience: Everyday users managing budgets
Tone: Witty, approachable, supportive
Social Post (Instagram):
💸 You could buy a $6 latte every day…
…or let Frugli show you how that turns into $2,200 a year. 👀
Tiny changes. Big wins. Budget smarter, not sadder.
Push Notification:
Your weekly spending report is ready! Spoiler: You crushed it. 🎯
App Microcopy (Error Message):
Oops! That transaction looks off. Let’s fix it before your budget cries.
Ad Tagline:
Frugli: Your money’s new BFF (who actually gives good advice).
Email Campaign
Subject Line:
You’re $78 richer than last week 🎉
Preview Text:
Turns out that skipping those late-night takeout runs did pay off.
Email Body:
Hey [First Name],
Your weekly budget wrap-up is here—and guess what? You saved $78 more than last week. That’s a win. That’s, like… concert tickets or two (and a half) gas tank fill-ups.
💡 Frugli Tip: Automate your savings so that extra cash goes somewhere smart before disappearing into impulse buys. (We’ve been there.)
Check out your full report in the app to see where else you crushed it.
Cheers to money moves,
The Frugli Team 🐷
CTA Button:
View My Budget Wins
Fictional Finance Brand #2: EconoByte – Digital Banking for Gen Z
Audience: Gen Z / tech-savvy users
Tone: Trendy, casual, meme-aware
Twitter/X Post:
Savings accounts shouldn’t feel like time capsules.
👋 Hi, we’re EconoByte. High yield, no fees, and good vibes included.
Email Subject Line:
👀 Your money just got hotter
Preview Text:
…because 4.5% APY is actually a glow-up.
App Microcopy (Transfer Confirmation):
Boom. 💥 Transfer complete. That’s money in motion.
Email Campaign
Tone: Trendy, playful, bite-sized
Subject Line:
📈 This APY is giving “main character energy.”
Preview Text:
High-yield savings without the snooze-fest? Yes please.
Email Body:
Hey [First Name],
Forget boring banks. EconoByte is here to help your money glow up—with a spicy 4.5% APY and no shady fees.
Because you deserve better than a savings account that earns less than your group chat drama.
🎉 No monthly fees
🚫 No minimums
💥 Just straight-up money growth
You in?
CTA Button:
Get Started Now
Fictional Finance Brand #3: Cashucino – Small Biz Accounting Software
Audience: Freelancers and small business owners
Tone: Helpful, clear, semi-professional
LinkedIn Post:
You didn’t start your business to become a part-time accountant and finance expert.
Let Cashucino handle the math so you can focus on the mission.
Ad Headline:
📊 Ditch the spreadsheet. Meet the bookkeeping that books itself.
Push Notification:
Reminder: Quarterly taxes are coming up. Want help knocking it out early?
Email Campaign
Subject Line:
Quarterly taxes are coming—are you ready?
Preview Text:
Let’s handle your books now so your future self can chill.
Email Body:
Hi [First Name],
Tax season doesn’t have to be a fire drill. With Cashucino, you can prep your quarterly payments in just a few clicks—no spreadsheets, no panic.
- Auto-categorized expenses
- Smart tax estimates
- Easy file-and-pay setup
You focus on running your business. We’ll handle the rest.
Let’s get ahead of the deadline together.
CTA Button:
Tackle Taxes with Cashucino
Fictional Finance Brand #4: FemmeFluent – Finance Newsletter for Women
Audience: Women interested in growing wealth
Tone: Empowering, smart, slightly cheeky
Instagram Post:
A man is not a financial plan.
But diversified assets? That’s a mood. 💅
Subscribe to FemmeFluent and grow your money IQ every Monday.
Email Subject Line:
Let’s talk money moves 💸
Preview Text:
Investing, saving, and getting paid what you’re worth.
Tagline:
Smart finance, real talk, zero gatekeeping.
Email Campaign
Subject Line:
3 ways to grow your wealth (without selling your soul)
Preview Text:
Because you deserve more than “just save more” advice.
Email Body:
Hey [First Name],
We’re done gatekeeping good money advice. This week’s FemmeFluent edition breaks down:
✨ 3 low-stress ways to start investing
💬 How to negotiate a raise (with receipts)
🔍 Our favorite tools for tracking net worth
Whether you’re just starting or already building your empire, we’ve got you.
P.S. Forward this to a friend who needs a money glow-up. Sharing = caring 💅
CTA Button:
Read This Week’s Issue
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