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Industry · Financial services

For the FS brands that can't afford to be wrong.

FINRA-registered reviewers, CFA-credentialed editors, and the audit-ready workflow your compliance team won't fight you on. The platform powering content programs at RBC, Manulife, Coast Capital, BlackRock.

Two financial services compliance reviewers marking up a printed disclosure draft.
Financial brands on Contently
FS, by the numbers

What FS programs do on Contently.

$13.1M

Average annual Content Value ROI across enterprise FS customers.

3.2×

More AI-search citations than peer agency-published FS content.

4 yrs

Median FS-customer tenure on the platform — the longest in our portfolio.

FS subject-matter experts

CFAs and FINRA-registered reviewers — on retainer.

JL
Julie Liu
CFA · Muni-bond research · 14 yrs
Bond Buyer · FA Magazine
RH
Rena Hartstein
FINRA Series 7 + 24 · 18 yrs
Reviewer · Top-20 wealth firms
AT
Aisha Thompson
CFA · ESG ratings
HBR · Reuters
AP
Anika Patel
CFA · Fintech / regtech
Bloomberg byline
Built for FS workflows

FINRA review · localization · CCAR-aware analytics.

FINRA review queue
  • Series 7 reviewer · approved 12:14pm
  • Series 24 supervisor · approved 12:18pm
  • Audit-ready packet · ready to export
01 · FINRA review

Two-licensee review, every time. Audit packet on export.

Every piece routed through a Series 7 + a Series 24 reviewer. Every approval is timestamped. Every packet exports as a single audit-ready PDF.

Localization · 14 markets
🇨🇦 Canada · approved
🇬🇧 UK · approved
🇩🇪 Germany · in review
🇫🇷 France · approved
🇪🇸 Spain · approved
🇯🇵 Japan · in review
02 · Jurisdiction-aware localization

One source. Fourteen jurisdictions. The right disclaimers everywhere.

Localization that knows MiFID from Reg BI from CSA. The disclaimer set, the sample-portfolio rules, and the language are all jurisdiction-correct on the first pass.

Content Value · CCAR commentary
$1.4M attributable pipeline · this series
03 · CCAR-aware analytics

Tie the program to RWA, deposits, or AUM — pick your metric.

Content Value lets FS programs measure against the metric the CFO actually tracks. RWA-linked content, deposit-acquisition programs, AUM-driving thought leadership — all measurable.

Three FS customers, three outcomes

Real names. Real numbers.

$35B+ FS firm
252
Articles localized in 24 hours, all through compliance review.
Read the case →
Regional bank
7–15
Minute average engagement on the financial literacy hub during the pandemic.
Read the case →
Canadian bank
Advice+
Built the financial literacy hub with a managing editor.
Read the case →
FS compliance posture

The regulator dossier — FS edition.

FINRA, SEC, MSRB, OCC. The line items procurement asks about, with the workflow actually wired in.

Vertical · Financial services Maintained by · security@contently.com Last review · 2026-Q2 Doc class · Procurement-grade
  • FINRASeries 7 + Series 24 reviewer pool · CRD numbers on file · Two-licensee review default
  • SEC marketing rulePerformance-claim screening · standardized testimonial routing · track-record substantiation
  • MSRBG-37 contribution awareness · muni-bond commentary disclaimer set · rule G-21 advertising checks
  • OCC + FedCCAR commentary disclaimer set · capital-rule plain-language patterns · SR letter compliance
  • SOC 2Type II · report available under NDA
  • GDPR / CCPAEU + US data residency · DPA template available · per-region retention rules

Attestation status may change. Contact security@contently.com for the current list.

For the FS content team

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