3 Fintech Plays You Can Steal and Start Using Today

I analyzed the top B2B fintech brands, identified three plays that consistently work, and adapted them for the realities of insurtech.

Grab the guide and put it to work.

Accuracy and compliance matter, and insurance is complex by nature. But compliance-first messaging leads to content that’s about as exciting as a terms and conditions page.

You’re not short on expertise. You’re juggling impossible expectations: be subject-matter experts, great writers, and compliance mind-readers all at once. This short playbook shows you how fintech brands found their way out — and how you can do the same.

What’s Inside

  • How to differentiate your brand in a market that often sounds the same.
  • Why simplicity isn’t the same as “dumbing it down,” and how clarity can become your biggest credibility signal.
  • The storytelling shift that turns data and compliance into content people remember.

Each play includes real fintech examples, “how to copy this” breakdowns, and ideas you can test right away — all written for insurtech teams who want to stay compliant without sounding like a policy manual.

Why I Wrote This

I’m Amy Beardsley, and I’ve spent years helping insurtech companies design and execute content strategy. Over and over, I’ve seen smart, well-meaning teams struggle with the same thing: their content is technically accurate, but it’s also dry, vague, and forgettable. 

Then I noticed something: another regulated industry, fintech, faces the same hurdles… and they’re finding ways to make it work.

I studied 18 of the top B2B fintech brands to understand what they’re doing differently. Then I pulled out the three plays that consistently work — and adapted them for the realities of insurtech.