Flourish Cash
PRODUCT | COPYWRITING | CONTENT STRATEGY | UX STRATEGY
Flourish Cash is a high yield, digital cash management platform designed primarily for Registered Investment Advisors (RIAs) and their clients. The platform acts as a sweep program to help clients earn a competitive, variable interest rate on their cash reserves. The platform is primarily a tool for RIAs to offer their clients a holistic cash management solution, giving the advisor visibility into held-away cash balances and strengthening the client relationship. It also integrates with common CRM and portfolio reporting systems.
My role as Copy Lead on this project was to develop the brand voice while writing UX copy that seamlessly guided new clients through the sign-up flow since Flourish Cash is by invitation only.
Agency: Elephant
CW: Ethan Jameson
Designers: Erin Coughlin/Eli Showalter/Chris Cruz/Anton Kolisnyk/Dave Schnupp
CDs: Dawn Moses/Justin Baum