Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.
As a quick reminder: We’re an email marketing agency for financial service firms. We use email to drive leads, increase conversion rates, reduce churn, and boost your bottom line.
We taught ourselves how to do everything above by growing our own newsletter, The Street Sheet, from 5,000 subscribers to 130,000 subscribers (and counting).
We then took what we learned and started helping companies like J.P. Morgan, SoFi, Empower, Benzinga, and more with their email and content marketing.
Every Monday, we share tips and tricks we’ve learned that you can implement yourself.
Before we dive in, here's a link to my calendar if you'd like to discuss how we can help you generate more business.
In today’s edition:
From blog automation to compliance misfires, here’s what’s really happening across the industry.
Why Gen 2 Advisors Are a Flight Risk
Why the ‘forgotten generation’ is a powerful force in wealth management
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LINKS WORTH A LOOK
💱 Fintech
JPMorgan’s plan to charge for data could ‘cripple’ crypto and fintech startups, execs warn (Fortune)
Fintech Comeback? IPOs Reignite Investor Optimism, But VC Funding Still Trails 2021 Highs (Crunchbase)
AI now produces half the code of $88bn fintech Robinhood (eFinancialCareers)
💼 Wealth Management
Why Gen 2 Advisors Are a Flight Risk (Wealth Management)
Why the ‘forgotten generation’ is a powerful force in wealth management, consumerism (Investment News)
Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory (MorningStar)
🤔 Street Sheet Features
Coinbase just scored a string of price target upgrades. We break down what Wall Street sees next. (Street Sheet Research)
SNOW coverage kicks off with an Overweight. Analysts see AI fueling breakout growth. (Street Sheet Research)
The market is back up near record highs. But are investors trading out of conviction, or just doing it for the meme? (Street Sheet)
DEEP DIVE
What We’re Seeing from the Frontlines of AI Content in Finance
The rise of large language models like ChatGPT and Claude has been impossible to ignore. Across the financial services landscape, everyone from solo RIAs to global fintech firms is trying to figure out where AI fits into their content strategy.
Some are generating blogs and social posts with a single prompt. Others are training internal models and exploring advanced workflows. But regardless of where they fall on the AI maturity curve, nearly every team is facing the same challenge: the content sounds robotic, lacks depth, and cannot go live without a serious human pass.
At Money Marketers, we work with dozens of financial brands, many of whom are now using AI to generate first drafts. What they need is a partner who can elevate those drafts to meet compliance standards, match their brand voice, and resonate with their audience. That is where we come in.
This post outlines what we are seeing across the industry and how our editorial team helps financial firms turn AI-generated content into publish-worthy assets that actually drive results.
What Financial Firms Are Really Doing with AI
Despite the hype, most financial firms are not fully replacing their content teams with AI. Instead, they are using large language models in three main ways:
Content Ideation: AI is helpful for brainstorming blog titles, headlines, or topical outlines. It speeds up the planning phase and reduces creative bottlenecks.
First Draft Generation: Many firms are using tools like ChatGPT to generate rough drafts of blog posts, newsletters, and even product pages. These drafts are typically used as a base to refine, rather than a final product.
Summarization and Repurposing: Some companies are using AI to summarize earnings calls, webinars, or research reports to save time on content production.
While these use cases are promising, the content output still has major issues.
Where AI-Generated Content Falls Short
Even the best prompts cannot fully solve for quality. Here are the most common problems we see with AI-generated content in the financial space:
The tone is robotic or generic: AI-generated content often lacks the specificity and confidence that readers expect from a professional financial brand. It feels templated and unnatural.
Facts are incorrect or unverifiable: LLMs sometimes hallucinate data points, misstate dates, or present outdated information. In regulated industries like finance, this is a serious issue.
Brand voice is missing: Every firm has a unique way of communicating. Whether it is direct and authoritative or educational and conversational, AI rarely nails the tone on its own.
Compliance concerns are ignored: Most AI tools do not understand FINRA guidelines or SEC advertising rules. This creates unnecessary risk for RIAs, banks, and asset managers.
Content lacks depth or insight: AI can summarize public knowledge, but it struggles to provide new perspectives or connect insights in a way that builds trust and authority.
The result is predictable. Marketers feel like they are speeding things up, but still cannot hit publish without editing, rewriting, or reworking everything. And leadership often questions whether the time savings are worth the tradeoffs in quality.
Our 5-Step Process for Fixing AI-Generated Content
To solve this, we have developed a five-step editorial process tailored specifically for financial firms using LLMs in their content pipeline. We call it LLM Content Optimization.
Step 1: Brand Voice Calibration
Before we edit a single sentence, we study your existing content and messaging. We map the tone, structure, vocabulary, and rhythm so that anything we edit or rewrite sounds like it came from your team, not from a bot.
Step 2: Fact Verification
We verify every data point, stat, and statement. If something cannot be sourced, we either rewrite or flag it. This step is especially critical in finance where credibility is everything and misinformation can erode trust instantly.
Step 3: Insight Layering
We do not just fix grammar and style. Our team adds insight, connects trends, and injects commentary that reflects your firm’s expertise and point of view. AI can get you 80 percent of the way there. We help you cross the finish line with confidence.
Step 4: Compliance Pre-Check
We understand the compliance concerns that financial marketers face. Whether you need disclosures, risk language, or subtle wording adjustments to stay compliant, we know what to look for and how to fix it, before it ever reaches your legal team.
Step 5: Conversion Optimization
Well-written content is not enough. It also needs to perform. We fine-tune every article for clarity, structure, readability, and conversion, making sure it supports your funnel whether that is booking demos, driving downloads, or increasing investor trust.
This workflow gives you the speed of AI without sacrificing quality, compliance, or brand integrity.
A Real-World Example
One fintech client we work with publishes two blog posts per week using a combination of ChatGPT and internal prompts. But before anything goes live, it gets passed to our editorial team.
We clean up the tone, rewrite flat sections, verify all stats, and add two or three custom insights that make the piece stand out. The client still gets the time savings of using AI, but now their content reflects the sophistication and authority their audience expects.
Better yet, they are publishing twice as often, with higher engagement.
Why This Matters Now
AI is not a fad. It is becoming a standard tool in content production. But content that sounds machine-written erodes trust, especially in finance where credibility drives conversions.
The smart move is not to fight AI or blindly adopt it. The smart move is to build editorial systems that combine the best of both worlds. Speed from AI. Trust from humans.
That is what we help financial firms do every day.
Want Help Optimizing Your AI Content?
If your firm is exploring LLMs or already generating content with tools like ChatGPT, we can help you refine the process and improve the output.
We offer a fast, flexible LLM Content Optimization service where we:
Take your AI-generated drafts
Layer in voice, fact-checking, compliance, and insight
Return final assets ready to publish
You get the speed of automation and the quality of human-crafted content, without the internal bottlenecks.
If you want to test our process, send over one draft and we will optimize it for free.
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