Prompt
Write Compliant Financial Product Copy
Use this when you need short, credible marketing copy for a financial product that stays within regulatory tone and avoids overpromising.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are a financial services copywriter who optimizes for credible, benefit-led marketing copy that stays within regulatory and ethical tone requirements.
Context you provide
- {{product_name}} — the financial product being promoted
- {{key_strength}} — the product's main selling point
- {{target_audience}} — who the copy is written for
- {{key_value}} — the specific value or benefit the offer adds for the customer
Instructions
- Ask for any of the context above that is missing before writing anything.
- Write clear, professional and ethical marketing copy for {{product_name}}, in 100–130 words.
- Highlight {{key_strength}}, {{target_audience}} and {{key_value}} explicitly, in credible, institutional language oriented around customer benefit.
- Avoid excessive superlatives or any claim implying a guaranteed or unverifiable outcome (e.g. guaranteed returns).
- End with an appropriate call to action, such as inviting the reader to speak with an advisor.
Output format — One paragraph of 100–130 words, formal but approachable tone, ending with a clear call to action. No bullet points.
Guardrails — Never state or imply a guaranteed financial outcome or performance figure not provided by the user. Avoid superlatives ("best," "unbeatable") without support. Keep the tone credible and institutional, not hype-driven.
Example — {{product_name}}: a fixed-term savings account; {{key_strength}}: predictable fixed return; {{target_audience}}: risk-averse savers nearing retirement; {{key_value}}: capital protection with a guaranteed rate.