Success Story: North Capital

Screenshot 2015-03-19 16.47.56North Capitalnorthcapital, founded in 2008, is a fee-only investment advisory firm. The company provides a wide range of services, including financial planning, guidance, and discretionary investment management. Their clients include individuals, families, and institutional investors. In addition, the firm is currently launching a crowdfunding platform for smaller investors, made possible by the JOBS Act.

As a financial firm, North Capital operates in a complex industry. This means the company must provide clear, concise copy that communicates what they do, how they work, and how they can help clients—all in a matter that is compliant with the various laws and regulations of the financial sector.

An ongoing challenge

As the financial industry is undergoing significant change, North Capital is dedicated to providing proactive education to clients, while promoting the firm’s perspective. High quality content is a crucial aspect of this mission, but the company was unable to produce enough content in-house to meet their needs.

In seeking a copywriting service, North Capital required a solution that would distill complex industry practices and issues into accessible, digestible content for non-finance professionals. Their criteria included strong writing skills, industry familiarity, responsiveness, timeliness, and a willingness to collaborate.

Writing that speaks for itself

To search for a copywriting solution, North Capital used Elance, an online platform that allows them to “test drive” service providers. The firm considered a number of different freelance writing firms and individuals, comparing portfolios and work samples to find the best solution.

After reviewing all of the potential freelance writing service providers, North Capital contacted Words By Melissa to fill their copywriting needs.

Delivering a measurable ROI

A Cincinnati copywriting firm, Words By Melissa consistently provides high quality content for North Capital. The company was able to improve both the volume and value of thought leadership pieces and other educational content, and is very pleased with WBM’s ability to continually meet their needs in a timely manner. “One of the articles that Melissa collaborated on has become a core marketing piece for our firm,” North Capital said.

Melissa and her team save both time and money for North Capital by providing first-rate content on demand, which subsequently frees up top management to focus on their core business.


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