Proofreading and Proof-editing for the Financial Services Industry
With nearly ten years of experience working with IFAs across the UK to help provide a custom CRM system and nearly five years of experience working in banking, I understand the terminology of financial services and therefore, the context of the written content, making me well placed to provide editorial services in this area.
I have spent the past six years proof-editing documents that were produced using an integrated document automation solution of a custom CRM system for financial advisers. These were often suitability letters or valuation reports and I had to ensure that they were error-free, consistent in terminology and presentation, and free of ambiguity or misleading information. As the Consumer Duty states, consumer understanding is imperative and means that your clients must “understand the information they are given” and that this “information should be clear, timely, and accessible – without jargon or misleading terms” (Source: FCA website). With the introduction of generative AI to write, or assist in writing, such letters or reports, it is even more important to have a professional not only check for errors, whether contextual, factual or grammatical, but also to ensure a human element to the writing – one that is personal, and tailored to the client’s level of understanding and experience.
Tailored Editorial Services
Contact me to find out more about how I can help you ensure your communication is client-friendly and retains your business’s voice.