Why the 50-hour week? It’s compliance! Find the best AI copywriting tool for finance marketing. Stop risking fines. Read this to know which 6 tools keep your legal team happy
If you’re a marketer in finance (banking, wealth management, advisory, etc), I’m sure you’re facing two big problems that make you work 50-60 hours a week.
UNENDING REGULATIONS
And your boss (or CEO) doesn’t want you to use AI because all the AI tools in the market are designed for an average ecom brand that sells dog chew toys…not for a brand that has to ensure every single line is fact checked, meets regulatory requirements and doesn’t make up numbers on the fly.
But it’s not all doomed for you. Some AI tools are actually built for finance’s unique regulatory nightmare.
They understand financial rules, securities / bond (SEC,EMSA, SEBI, etc) compliance requirements,
and the exact language that keeps your legal team happy while still engaging people who might be interested in you. .
After testing 27+ AI tools across financial services use cases,
We’ve identified the tools that actually work for finance marketing teams.
1. OpenCraft AI – Best Overall for Finance Marketing Teams
Pricing: Starts at $30/month to unlock the full AI workspace| Free Trial: Free version is available
OpenCraft AI is one of the first AI platforms specifically designed for financial services marketing compliance.
Unlike generic tools that generate risky content, OpenCraft AI builds regulatory guardrails into every piece of content.
Why Finance Marketing Teams Love It:
Built-in Compliance Engine: Every piece of content automatically includes checks for regional compliances. All you need to do is upload relevant regulatory documents and OpenCraft AI will automatically reference them. The system flags potential regulatory issues before they reach your legal team.
Financial Terminology Mastery: OpenCraft AI understands complex financial concepts and can explain them in client-friendly language without oversimplifying or making misleading claims. It knows the difference between “historical returns” and “projected performance” and when each is appropriate.
Multi-Channel Compliance: Content adapts automatically based on where it will appear, social media posts get different treatment than email marketing or investment proposals, each with channel-specific compliance requirements.
Real-Time Regulatory Updates: When FINRA releases new guidance or SEC updates advertising rules, OpenCraft AI’s updates those automatically by always doing a search before giving any output. Your content stays compliant even as regulations evolve.
Real Results:
“OpenCraft AI has been a game-changer. Juggling a relentless workload, I now switch tasks instantly and keep projects organized effortlessly, even with our global payments platform’s multilingual demands. This lets us focus entirely on delivering exceptional results for clients.”
, Soham Mahajan, Chief of Staff, xPay
Perfect For: Financial services firms, wealth management companies, fintech startups, and investment banks needing compliant content at scale.
Pricing: Free plan available to try out. For serious businesses, it’s advised to go with the team plan that starts at $25/month per user, or check out enterprise level deployments.
Click here to start your free OpenCraft AI account
Click here to read more about our plans and pricing
2. WordLift
Pricing: Agent, starts at ($160/month) | Free Trial: 14-day Free Trial is for all current subscription plans.
WordLift specializes in creating SEO-optimized content that ranks on Google while maintaining financial compliance. It’s particularly strong for educational content and thought leadership pieces.
Why It Works for Finance:
Schema Markup for Financial Content: Automatically adds structured data for financial products, services, and educational content, helping your content rank higher in search results.
Knowledge Graph Integration: Connects your content to financial entities and concepts, improving both SEO and content accuracy.
Compliance-Friendly Content Suggestions: Focuses on educational and informational content rather than promotional claims, reducing regulatory risk.
Limitations:
Less focused on promotional content and more suited for educational materials.
Doesn’t have the same level of financial-specific compliance features as OpenCraft AI.
Perfect For: Financial education companies, investment blogs, and firms focusing on thought leadership content.
3. Acrolinx
Pricing: Enterprise pricing | Free Trial: Request a Demo or a Free Demo
Subscription is often user-based annual licensing for Sidebar users, or volume-based licensing (words per month/throughput) for automated checks.
They offer a demo or a very limited 1-hour trial license for testing after installation.
Acrolinx excels at maintaining consistent brand voice and terminology across complex financial organizations, critical when you’re managing multiple product lines with different compliance requirements.
Finance-Specific Strengths:
Financial Terminology Management: Ensures consistent use of financial terms across all content, reducing confusion and compliance risk.
Regulatory Language Consistency: Maintains consistent disclosure language and risk warnings across all marketing materials.
Multi-Language Compliance: Particularly valuable for global financial firms needing consistent messaging across different regulatory environments.
Drawbacks: Enterprise-level pricing makes it expensive for smaller firms. Steeper learning curve than other tools.
Perfect For: Large financial institutions, global banks, and multinational wealth management firms.
4. Jasper AI
Pricing: Starts at $59/month | Free Trial: 7 days
The Pro Plan starts at ($59 per/month) when billed monthly.
Jasper AI has strong capabilities for creating educational financial content that explains complex topics in accessible ways, perfect for client education and thought leadership.
Educational Content Strengths:
Complex Topic Simplification: Excellent at breaking down complex financial concepts into understandable content without oversimplifying.
Multiple Content Formats: Strong for blog posts, educational videos, and client guides.
Brand Voice Training: Can be trained on your firm’s specific educational approach and compliance guidelines.
Compliance Considerations: Requires careful oversight for promotional content. Better suited for educational materials than direct marketing.
Perfect For: Financial education platforms, client onboarding materials, and thought leadership content.
5.Copy.ai
Pricing: Starts at ($29/month) or ($24/month)(billed annually) | Free Trial: Available
Copy.ai excels at creating email marketing sequences that convert while maintaining compliance with email marketing regulations and financial advertising rules.
Email Marketing Features:
Automated Disclosure Inclusion: Ensures required risk disclosures appear in appropriate places within email sequences.
CAN-SPAM Compliance: Built-in checks for email marketing compliance requirements.
Personalization at Scale: Creates personalized email content while maintaining consistent compliance language.
Limitations: Less comprehensive for other content types like social media or long-form content.
Perfect For: Email marketing campaigns, client nurturing sequences, and promotional email content.
6.Writesonic
Pricing: Starts at $39/month | Free Trial: Available(Includes basic features and 10,000 Premium words monthly).
Writesonic offers strong multilingual capabilities with understanding of different regulatory requirements across jurisdictions, critical for global financial firms.
Multilingual Compliance:
Regional Regulation Awareness: Understands different compliance requirements in different countries and regions.
Cultural Adaptation: Adapts financial content for different cultural contexts while maintaining accuracy.
Currency and Localization: Handles different currencies, date formats, and regional financial terminology.
Considerations: Less specialized for deep financial compliance compared to finance-specific tools.
Perfect For: Global financial firms, multinational banks, and fintech companies operating in multiple markets.
Comparison Table: Quick Decision Guide
Tool | Best For | Compliance Focus | Pricing (Annual Billing Rate) |
OpenCraft AI | All finance marketing use cases | Can adapt specific to local / national regulations according to an user’s region | $30/month per seat (Professional Tier) |
WordLift | SEO-optimized content & Knowledge Graph | General compliance | $160/month (Lowest self-serve ‘Agent’ plan) |
Acrolinx | Brand consistency & Tone-of-Voice | Enterprise compliance | Enterprise Pricing (Starts $15,000+ per year) |
Jasper AI | Educational content & Long-form drafts | General compliance | $59/month per seat (Creator Plan) |
Copy.ai | Email marketing & Unlimited chat | CAN-SPAM, email rules | $29/month per seat (Chat Plan) |
Writesonic | Multilingual content & SEO articles | Regional regulations | $39/month (Lite Plan for core article content) |
How to Choose the Right Tool for Your Finance Marketing Team
Step 1: Identify Your Primary Content Type
- Educational content: Jasper AI or WordLift
- Social media marketing: Content Blossom
- Email campaigns: Copy.ai
- Multi-channel approach: OpenCraft AI
Step 2: Consider Your Compliance Requirements
- Heavy regulation in your industry: OpenCraft AI or Acrolinx
- General compliance needs: Most tools work with oversight
- Multi-regional compliance: Writesonic or OpenCraft AI
Step 3: Evaluate Your Team Size and Budget
- Small teams (1-5 people): OpenCraft AI, Writesonic, or Copy.ai
- Medium teams (6-20 people): OpenCraft AI, Content Blossom, or Jasper AI
- Enterprise teams (20+ people): Acrolinx or OpenCraft AI enterprise plans
Step 4: Test Before Committing Most tools offer free trials. Run a 2-week test focusing on:
- Compliance accuracy rate
- Content quality and engagement
- Team adoption and ease of use
- Integration with existing workflows
Implementation Best Practices for Finance Marketing Teams
Start with a Pilot Program Choose 2-3 team members to test your chosen tool on one client’s work. Document compliance issues, content quality, and time savings.
Create Compliance Guidelines Even with AI tools, establish clear guidelines for:
- Required disclosures for different content types
- Approved terminology and language
- Review and approval processes
- Risk tolerance levels
Train Your Team Invest in training on:
- How to prompt AI tools for finance-specific content
- Compliance red flags to watch for
- Quality control processes
- Integration with existing workflows
Measure ROI Track metrics like:
- Content production speed
- Compliance review time
- Content engagement rates
- Team productivity improvements
Frequently Asked Questions
Are AI-generated financial materials legally compliant? AI tools can create compliant content, but human oversight is still required. Tools with built-in compliance features like OpenCraft AI significantly reduce compliance risk but don’t eliminate the need for legal review. You should still do one round of review regardless.
Can AI tools replace compliance teams? No. AI tools should “fill in” and not replace compliance teams. They handle routine compliance checks and flag potential issues, allowing human experts to focus on complex regulatory questions.
How do AI tools handle different financial regulations across countries? Some tools like Writesonic and OpenCraft AI have multilingual and multi-regional capabilities, but you’ll still need local compliance expertise for each market you operate in.
What happens if regulations change? The best AI tools search for new updates every time you want something done, which updates their compliance engines automatically when regulations change. This is a key advantage of platforms like OpenCraft AI over generic tools.
Can AI tools guarantee compliance? No tool can guarantee 100% compliance. The best tools significantly reduce compliance risk and catch most common violations, but human oversight remains essential.
Get Finance Marketing Content That Converts With OpenCraft
The right AI tool can reduce your content production time from days to hours while improving compliance accuracy (if you upload the documents right)
But only if you choose a tool built for finance’s unique regulatory challenges.
OpenCraft AI offers the best combination of compliance features, financial expertise, and ease of use for most finance marketing teams.
Start with a 14-day free trial and see how compliance-focused AI can transform your content production process. No credit card required, and you can cancel anytime.
Try OpenCraft AI Free Today and focus on creating engaging content instead of worrying about compliance violations.
Related Resources for Finance Marketing Teams:
