jonathan brent
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Content Strategy / Product Messaging

Finliti Content Systems & Product Explainers

Developed investor reports, onboarding content, product explainers, and lifecycle messaging that made a behavioral finance platform easier to understand and use.

Status

Launched

Role
Content Lead / Content Developer
Timeline
October 2021 - April 2023
Company
Finliti
Scope
External / Product communications
Audience
Advisors and end users
Finliti newsletter artwork used to represent content systems and product explainers.
Industry
Fintech / WealthTech
Users / Audience
Advisors and end users
Team collaborators
CEO, Product stakeholders, Engineering collaborators
Tools / Platforms
Content systems, Lifecycle messaging, Product explainers
Scope level
External / Product communications

Start

Start

Finliti needed clearer product communication, stronger onboarding content, and a more consistent message system as the platform evolved.

Goal

Goal

Build content systems that made the product easier to understand and easier to adopt.

Role

  • Investor report development
  • Onboarding content
  • Product explainers
  • Lifecycle messaging

Scope

  • Investor reports
  • Onboarding copy and guidance
  • Product explainer content
  • Lifecycle messaging tied to investor personas

Team

  • CEO
  • Product stakeholders
  • Engineering collaborators

Skills Used

Content strategy, Product messaging, Lifecycle communication, Narrative clarity

  • Content strategy
  • Product messaging
  • Lifecycle communication
  • Narrative clarity

Outcome

  • Improved product clarity for new and existing users
  • Helped define brand voice across product touchpoints
  • Built content systems spanning reports, onboarding, and lifecycle flows
Coverage
Reports, onboarding, lifecycle
Timeline
2021-2023
Company
Finliti

Resume

Versions

Short resume version

Developed investor reports, onboarding content, product explainers, and lifecycle messaging for Finliti.

Long resume version

Created investor reports, onboarding content, product explainers, and lifecycle messaging that supported product clarity, brand voice, and platform development across Finliti's early growth stage.

Key skills / ATS keywords

  • Creative / Content
  • Content strategy
  • Product messaging
  • Investor reports
  • Lifecycle communication