Finance
Ten posts a bank, broker, insurer or adviser makes, each a variant with its own content: advisor intro, app feature, chart story, compare plans, event promo, explainer steps, market update, myth and fact, rate offer and testimonial.
| Template id | tpl_1c84aa91fffa |
|---|---|
| Markets | Finance |
| Variants | Advisor intro, App feature, Chart story, Compare plans, Event promo, Explainer steps, Market update, Myth and fact, Rate offer, Testimonial |
| Feeds drawn with it | None |
Use cases
- Ten posts a bank, broker, insurer or adviser makes: a market update, a rate offer, a chart story, an explainer and more.
- Each variant takes its own content, made for that one post.
- The risk and legal lines your brand carries go with every one.
Variants
A variant is this template drawn another way, and it comes in versions: immutable builds, the newest first. A channel follows the newest version of its variant, unless it is pinned to one.
| Variant | What it is | Versions | Newest |
|---|---|---|---|
| Advisor intro | An advisor or expert introduces themselves in the brand's own colours and faces: the headline with their portrait (or the brand's badge), name and role, then one to four credentials, a quote in their own words, and an end card with where to meet them and the booking call to action. | 1 | 1.0.0 |
| App feature | An app or online-banking feature ad in the brand's own colours and faces: the feature's headline, one to three screenshots swiping by in a phone, a browser window or as they are, a caption for each, benefits floating in beside the device and a closing call to action to the store or the site, with the small print readable throughout. | 1 | 1.0.0 |
| Chart story | Chart of the day in the brand's own colours and faces: the headline over the chart's outline, then the series drawing itself as a line, an area or bars with its value riding the line, each note pinned to its point in turn, and the takeaway with the call to action at the end. | 1 | 1.0.0 |
| Compare plans | Two to four accounts or plans compared in the brand's own colours and faces: their names and prices, then every feature ticked or crossed plan by plan, as a table or a card per plan, the recommended plan lifted out with its ribbon, and a closing call to action, with the small print readable throughout. | 1 | 1.0.0 |
| Event promo | A webinar or branch event in the brand's own colours and faces: the title with the date, time and place on a ticket or set large as a poster, then the speakers with their pictures (or the brand's badge as host), the agenda point by point, and an end card with the register call to action. | 1 | 1.0.0 |
| Explainer steps | Financial education in the brand's own colours and faces: the headline, then two to six steps explaining how something works, each with its icon, a short text and a figure to remember, one at a time along a path or opening in a list, then the takeaway and the call to action. | 1 | 1.0.0 |
| Market update | A daily or weekly market wrap in the brand's own colours and faces: the headline and date over a heat map of the moves, then each index, currency, commodity or yield with its value travelling along its own path, its change and its chart, and a closing board with every instrument, the note and the call to action. | 1 | 1.0.0 |
| Myth and fact | Myth against fact, or a quiz question and its answer, in the brand's own colours and faces, presented by the brand's advisor: the headline, then each pair in turn, the myth crossed out line by line before the card flips or the fact wipes in beside it, and an end card with the advisor and the call to action. | 1 | 1.0.0 |
| Rate offer | A bank's or broker's product ad for a rate, fee or price, in the brand's own colours and faces: the product and its figure large in a ring, on a badge or on the page, then the benefits with icons, the key conditions as a table and a closing call to action, with the figure staying in view and the small print readable from the first frame to the last. | 1 | 1.0.0 |
| Testimonial | A customer testimonial in the brand's own colours and faces: one to three reviews, each the customer's own words with the phrase that matters marked as you watch, their name, product, picture or initials and the stars they gave, one at a time or gathering as a wall of cards, then the brand's sign-off, the overall score and the call to action, with the source and small print readable throughout. | 1 | 1.0.0 |