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Koyel.
08BFSI / Retail Financial ProductsLive work

Tata CapitalWhen the product is complicated, clarity is the strategy.

Financial products don't fail because they're bad. They fail because nobody understood them.

Lift in enquiry conversions

Disciplines

  • BFSI
  • Audience-First
  • Conversion
  • Product Communication
Role
Copy · Audience-first communication
Channels
Digital · Direct
  1. 01

    Context

    The category problem.

    Retail financial products are explained in the language of the institution that sells them. The result is communication that is accurate, compliant and almost entirely unread.

  2. 02

    The Idea

    When the product is complicated,clarity becomes the creative strategy.

    Start from what the customer is actually trying to work out, and answer that first. Simplicity here is not a tone — it is a structural decision about what gets said in which order.

  3. 03

    Execution

    How it ran.

    Audience-first communication across retail financial products, restructured around the questions customers ask rather than the features the product sheet lists.

  4. 04

    Impact

    Supported outcomes.

    A 20% lift in enquiry conversions.

  5. 05

    What This Demonstrates

    The transferable bit.

    • Message hierarchy as a conversion lever.
    • Plain language holding up under regulatory constraint.

Contact

Have a brief thatrefuses to behave?

Let’s make something people remember.

Based in

Mumbai, India

Open to

  • Creative Strategy
  • Communication Strategy
  • Senior Leadership Opportunities
  • Brand Collaboration
  • Campaign Consulting