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How can you effectively curate content for a financial services website?

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Content curation is the process of finding, selecting, and organizing relevant and valuable content from various sources and presenting it to your audience in a meaningful way. It can help you provide useful information, build trust, and engage your visitors on your financial services website. However, content curation also requires careful planning, research, and evaluation to ensure that you deliver high-quality and relevant content that meets your audience's needs and expectations. In this article, you will learn how to effectively curate content for a financial services website by following these six steps:

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1 Define your goals and audience

Before you start curating content, you need to have a clear idea of what you want to achieve and who you want to reach with your content. Your goals and audience will guide your content curation strategy and help you choose the right topics, sources, formats, and channels for your content. For example, if your goal is to educate your audience about investing options, you might want to curate content that explains different types of investments, compares their benefits and risks, and showcases successful stories or testimonials. Your audience might be beginners who need simple and clear guidance, or experts who want more in-depth and advanced insights.

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Patrick Hodgson

Vice President, Client Services & Marketing | MBA, PMP| AI Certified | Meta Blueprint Certified| Google Ads Certified
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Curating content for a financial services website requires a keen understanding of your target audience's needs and preferences. According to a DemandGen Report, 47% of buyers viewed 3-5 pieces of content before engaging with a sales rep. Therefore, content should be informative, trustworthy, and tailored to address potential clients' specific questions and concerns. For effectiveness, incorporating a mix of formats such as articles, infographics, and videos can cater to different learning styles. Additionally, leveraging data analytics to track user engagement and preferences allows for continuously optimizing content strategy, ensuring it remains relevant and engaging (Content Marketing Institute).

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Paree Punnj

Helping brands connect, captivate, and convert through strategic storytelling, engaging communities, and structured content frameworks. ?? | Content Strategy | Brand Storytelling | Content Marketing
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If the idea is to make your customers financially savvy., post a lot of interesting blogs, slowly explaining concepts to users. If your goal is to reach the underbanked - post vernacular content that they would relate to. If the idea is to reach financial advisors, post content that communicates the value-add you offer and why advisors should partner with you.

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Marcel Miu, CFA, CFP

Making Finance Easy for Tech Pros | Because You Want to Turn Your Stock Comp Into Wealth, Cut Taxes & Live Life Your Way | Flat Fees Starting at $3k—Not Based On How Much Money You Have
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Understanding who your audience is and what you aim to achieve with your content lays the foundation. Whether it's to: ● educate young investors ● provide insights for seasoned professionals ● offer guidance on financial planning → your goals should dictate the content strategy

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Jessica Lowes

Head of Strategy | Content Marketing and Digital Insight | Professional Word-Nerd ??
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It's important to not focus so much on demographics when considering your target audience, and think about their problems / pain points / motivations instead - what are they struggling with? Make it human and real. Think about real-life examples. And then consider how your service is positioned to solve these problems for them in a unique way - that's how you define an audience that your marketing can truly resonate with, and not end up carbon copying other brands OR creating content that doesn't matter to your audience because they're not searching / looking for that. Put the people first.

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2 Find and evaluate sources

The next step is to find and evaluate sources that offer relevant and valuable content for your financial services website. You can use various tools and methods to search for content, such as online platforms, newsletters, podcasts, blogs, social media, forums, or industry publications. However, not all sources are equally reliable, credible, and authoritative. You need to check the quality, accuracy, and timeliness of the content, as well as the reputation and expertise of the source. You should also avoid sources that are biased, misleading, or promotional.

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Rebecca Bestwick

Senior Digital Marketer @ Soothe / SEO Content Strategy ??
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While having consistent and reliable primary data is great when you're able to get it, secondary data may be all that you are working with. In a digital age, news can change quickly. With a secondary source, you can effectively cite/link to them to enhance your content, and date them as needed to maintain a level of accuracy. Resources internally at your organization may also have pointers as to what platforms they find helpful financial information from. Working with any internal legal or compliance teams can also be to your benefit, as they can also help you vet sources to have the most accurate information on hand.

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Marcel Miu, CFA, CFP

Making Finance Easy for Tech Pros | Because You Want to Turn Your Stock Comp Into Wealth, Cut Taxes & Live Life Your Way | Flat Fees Starting at $3k—Not Based On How Much Money You Have
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Selecting credible, accurate, and up-to-date sources is paramount. Utilize a mix of sources such as financial reports, market analysis, and research studies, and complement these with your expert commentary. → Evaluating the reliability of your sources ensures the content you create adds value to your audience.

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3 Select and organize content

Once you have a list of potential sources, you need to select and organize the content that best suits your goals and audience. You should look for content that is informative, engaging, and relevant to your niche and your audience's interests, needs, and pain points. You should also consider the format and style of the content, and how it fits with your website's design and layout. You can organize your content in different ways, such as by topic, category, type, date, or popularity. You should also create a content calendar to plan and schedule your content curation activities.

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Paree Punnj

Helping brands connect, captivate, and convert through strategic storytelling, engaging communities, and structured content frameworks. ?? | Content Strategy | Brand Storytelling | Content Marketing
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It would help to create a series of related posts for easy navigation. For example, all posts on fintech startups could have one section, all posts on digital lending could have one section, all posts on the latest digital banking news could have one section, and so on. Organized content for easy of customer viewing is always appreciated and will help you track the customer journey more clearly.

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4 Add value and context

Content curation is not just about copying and pasting content from other sources. You need to add value and context to the content you curate, and make it your own. You can do this by adding your own commentary, analysis, or opinion to the content, or by linking it to your own content or products. You can also use different techniques to enhance the content, such as summarizing, highlighting, quoting, or annotating. Adding value and context helps you showcase your expertise, personality, and perspective, and makes your content more relevant and useful for your audience.

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5 Present and distribute content

The next step is to present and distribute your curated content on your financial services website. You should use a clear and consistent style and format for your curated content, and make it easy to read, scan, and navigate. You should also use attractive and relevant visuals, such as images, videos, infographics, or charts, to complement your content and make it more appealing. You should also optimize your content for SEO, by using keywords, titles, tags, and descriptions that match your audience's search intent and queries. To distribute your content, you can use various channels, such as email, social media, or newsletters, to reach and attract more visitors to your website.

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6 Monitor and measure results

The final step is to monitor and measure the results of your content curation efforts. You should use various metrics and tools to track and analyze the performance and impact of your curated content, such as traffic, engagement, conversions, retention, or feedback. You should also compare your results with your goals and expectations, and identify what works and what doesn't. Based on your findings, you should adjust and improve your content curation strategy and tactics, and keep testing and experimenting with new ideas and approaches.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Abirami Pillai

Brand Strategist| Human-Ai Writer | ~20+ blogs On Page 1/Month | Content Strategist | Content Marketer
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Know your audience: Tailor content to their financial goals and experience level. Are they young investors or nearing retirement? Seek high-quality sources: Look for reputable financial publications, industry experts, and government resources. Don't just copy-paste: Add your expertise! Summarize key points, offer your analysis, and link to the original source for more detail. Organize for clarity: Categorize content by theme (saving, investing, retirement) and use visuals to break up text. Stay compliant: Financial regulations are strict. Ensure all content is accurate and disclaims any advice being offered.

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Marcel Miu, CFA, CFP

Making Finance Easy for Tech Pros | Because You Want to Turn Your Stock Comp Into Wealth, Cut Taxes & Live Life Your Way | Flat Fees Starting at $3k—Not Based On How Much Money You Have
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Always be on the lookout for emerging trends and shifts in the financial industry to keep your content relevant. Encourage interaction by enabling comments, hosting forums, or conducting surveys. This direct feedback loop can offer insights into your audience's evolving interests and needs.

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How can you effectively curate content for a financial services website?

1

2

3

4

5

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7

1 Define your goals and audience

2 Find and evaluate sources

3 Select and organize content

4 Add value and context

5 Present and distribute content

6 Monitor and measure results

7 Here’s what else to consider

Content Strategy

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How can you effectively curate content for a financial services website?

1

2

3

4

5

6

7

1 Define your goals and audience

2 Find and evaluate sources

3 Select and organize content

4 Add value and context

5 Present and distribute content

6 Monitor and measure results

7 Here’s what else to consider

Content Strategy

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感谢您的反馈

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