--- title: Inside the Content of the Blueprint for Financial Institutions | Trending Up Strategy description: An introductions to the key components of the Blueprint for financial institutions, personas, and how the content strategy is put together. --- [![](https://www.trendingupstrategy.com/hs-fs/hubfs/logos/Trending%20Up%20-%20Logo%20-%20Horizontal%20-%20Color.png?width=400&height=133&name=Trending%20Up%20-%20Logo%20-%20Horizontal%20-%20Color.png)](http://trendingupstrategy.com) - [MARKETING FOR MANUFACTURERS](https://www.trendingupstrategy.com/marketing-for-manufacturing) - [EXPERTISE-BASED MARKETING](https://www.trendingupstrategy.com/marketing-for-manufacturing) - [OUR PROVEN PROCESS](https://www.trendingupstrategy.com/our-proven-process) - [**STEP ONE:** FREE MARKETING ANALYSIS](https://www.trendingupstrategy.com/free-marketing-analysis-old) - [**STEP TWO:** DISCOVERY WORKSHOP](https://www.trendingupstrategy.com/manufacturing-discovery-workshop) - [**STEP THREE:** STRATEGY BLUEPRINT](https://www.trendingupstrategy.com/manufacturing-marketing-and-sales-blueprint) - [**STEP FOUR:** EXECUTION](https://www.trendingupstrategy.com/marketing-and-sales-execution-for-manufacturers) - [HOW TO GET STARTED](https://www.trendingupstrategy.com/free-marketing-analysis-old) - [BLOG](https://www.trendingupstrategy.com/manufacturing-blog) - [FREE RESOURCES](https://www.trendingupstrategy.com/manufacturing-resources) - [CONTACT US](https://www.trendingupstrategy.com/contact-us) - [HIRING WRITERS](https://www.trendingupstrategy.com/career-center-writing-positions) ![graphs_cmb_color.png](https://www.trendingupstrategy.com/hs-fs/hubfs/Header_Images/graphs_cmb_color.png?width=2448&name=graphs_cmb_color.png "graphs_cmb_color.png") # Inside the Content Marketer’s Blueprint for Financial Institutions The Content Marketer’s Blueprint is a 28-page in-depth plan for growing a financial-focused business. Click on the topics below to see more information about the key components of each blueprint strategy specific to your business. [OVERVIEW ›](https://www.trendingupstrategy.com/content-marketers-blueprint-strategy-creation)[Process ›](https://www.trendingupstrategy.com/the-content-marketers-blueprint-process)[Keep Learning ›](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#targeting) ![open_blueprint.jpg](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/open_blueprint.jpg?width=1000&name=open_blueprint.jpg "open_blueprint.jpg") ## Background Education - [Graphic Representation of Your Content Marketing Strategy](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-1) ## Persona Documentation - [Overview of Your Buyer Persona's Triggers and Goals](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-2) - [Common Buyer Persona Questions](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-3) ## Content for Lead Generation (Based on Buyer Personas) - [3 Month Blog Campaign](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-5) - [3 Whitepaper/eBook Titles](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-6) - [Premium Whitepaper/eBook Outlines](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-7) ## Content for Lead Nurturing (Based on Your Sales Process) - [Automated Emails Addressing Buyer Persona Questions](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-8) - [Product and Service Content to Sell your Brand](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-9) - [Case Study Content to Address the Pushbacks in Your Sales Process](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-10) - [Valuable Sales Offers to Identify Qualified Business Opportunities](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-11) - [Follow up Procedures for the Sales Team](https://www.trendingupstrategy.com/inside-content-marketers-blueprint-content-finance-industry#tab-12) ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/buyers_journey_funnel_blueprint_jul_creative.jpg?width=825&name=buyers_journey_funnel_blueprint_jul_creative.jpg) Documentation of your sales process that moves the buyer persona through the buyer's journey from starting their information search to considering your brand to requesting to speak with sales. Content assets aligned with each stage of the prospective buyer's journey. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/buyers_triggers_goals_blueprint_jul_creative.jpg?width=825&name=buyers_triggers_goals_blueprint_jul_creative.jpg) Triggers are events that cause your buyer person to search for information. This is critical background information if you hope to answer their questions. Your buyer persona's goals relate to their trigger issues. Again, critical information to be able to create content relevant to those personas. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/buyers_questions_blueprint_jul_creative.jpg?width=825&name=buyers_questions_blueprint_jul_creative.jpg) Common questions your target personas are searching for information for. Your ability to answer those questions with helpful, none-salesly information. ![](http://contentmarketingblueprint.com/wp-content/uploads/2016/05/tab4.jpg) Analysis of what topics are most popular in your industry. Aligning your strategy with trending topics will help your content spread faster across social media, reaching more buyers and attracting more qualified website visitors. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/campaign_blog_titles_blueprint_jul_creative.jpg?width=825&name=campaign_blog_titles_blueprint_jul_creative.jpg) Suggested blog titles organized by theme. 2 titles per week, for 3 months, 24 titles total. Each title is carefully constructed using a buyer persona's question, your expert answer to that question, an information on content currently trending in that category. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/premium_content_titles_blueprint_jul_creative.jpg?width=825&name=premium_content_titles_blueprint_jul_creative.jpg) Each content campaign must have a related piece of premium content, a longer form whitepaper or ebook that is promoted at the end of each related blog article. This will allow the blog reader to trade their email address for access to the more in-depth content. This is how you are going to generate "information qualified leads" that do not yet know about your brand. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/content_outlines_blueprint_jul_creative.jpg?width=825&name=content_outlines_blueprint_jul_creative.jpg) Detailed guide to organizing your longer form informational content to mirror your sales process. Establish trust and credibility, flex your thought leadership, make an actionable recommendation, provide a clear next step (to learn more about your brand) ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/awareness_emails_blueprint_jul_creative.jpg?width=825&name=awareness_emails_blueprint_jul_creative.jpg) 3 blog topics delivered via email to leads that get "stuck". Each article will address a common question found at that stage of the buyer's journey. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/brande_filter_offer_blueprint_jul_creative.jpg?width=825&name=brande_filter_offer_blueprint_jul_creative.jpg) 1 premium content recommendation to sell your brand. Detailed guide to organizing your longer form "why choose us" content. Establish the need for your product, list your product and services to address the need, outline the process for working with you, and provide a clear next step. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/consideration_premium_content_blueprint_jul_creative.jpg?width=825&name=consideration_premium_content_blueprint_jul_creative.jpg) 3 topics delivered via email to leads that get "stuck". These are typically client stories or case studies. Each will address a common pushback to working with your company. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/decision_stage_offer_blueprint_jul_creative.jpg?width=825&name=decision_stage_offer_blueprint_jul_creative.jpg) The easy offer that will allow leads who are ready to buy to contact your sales team. The value added offers to capture leads that are on the fence, giving your sales team a chance to help them take the next step and add some value at the same time. ![](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/blueprint_pages/sales_team_enablement_blueprint_jul_creative.jpg?width=825&name=sales_team_enablement_blueprint_jul_creative.jpg) Detailed follow up procedure for the sales team to ensure that real feedback on the content's effectiveness drives the improvement of this plan over time.   # Targeted Marketing = Successful Content  ### If your financial institution marketing plan isn't targeted to meet your specific ideal prospects where they are, with the information they're looking for, then you need the Content Marketer's Blueprint.   ##### Here are some example personas we've created for financial institutions.   ![finance_smb_owner](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/finance_smb_owner.jpg?width=500&height=334&name=finance_smb_owner.jpg) ### Owner at Expanding Small Business - Hard-working - Independent - Get-things-done mentality Your goal should be to provide answers to questions the small business owner is using to make a decision about their future growth opportunities and challenges. ![finance_cfo_persona](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/finance_cfo.jpg?width=500&height=334&name=finance_cfo.jpg) ### CFO at Medium-Large Company - Analytical - Big Picture thinking - Focused on ROI Marketers to this persona should make ROI of services or products very clear, showcasing case studies with data to support ROI examples. ![finance private company president persona](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/finance_private_president_persona.jpg?width=500&height=334&name=finance_private_president_persona.jpg) ### President at Private, Growing SMB - Results-oriented - Focused on development - Focused on growth To assist this persona with meeting their goals, you need to showcase sustainability and growth through your strategic alignment with them, and highlight the cost of inaction. ![finance_public_ceo.jpg](https://www.trendingupstrategy.com/hs-fs/hubfs/CMB_Blueprint/finance_public_ceo.jpg?width=511&height=334&name=finance_public_ceo.jpg) ### CEO at Public, Large-Enterprise Company - Strategic thinker - Relationship manager - Focused on profits Show expertise in this persona's challenge areas by proving that your solution, service, or partnership can help them align shareholder, customer, and employee interests.  #  [The Ultimate Guide To Highly Targeted B2B Marketing](https://www.trendingupstrategy.com/ultimate-guide-to-highly-targeted-b2b-marketing) ### [Download it now.](https://www.trendingupstrategy.com/ultimate-guide-to-highly-targeted-b2b-marketing) Make your B2B marketing stand out by pinpointing your ideal customer with content and marketing tailored to them. [Learn how by downloading our latest ebook.](https://www.trendingupstrategy.com/ultimate-guide-to-highly-targeted-b2b-marketing) [![Are you customizing your content for your visitors? Download the Ultimate Guide to Highly Targeted B2B Marketing.](https://no-cache.hubspot.com/cta/default/404404/5f67e8f0-c073-4497-9e9a-f41164a35c7a.png)](https://cta-redirect.hubspot.com/cta/redirect/404404/5f67e8f0-c073-4497-9e9a-f41164a35c7a) # Get Your Blueprint Now The Content Marketer’s Blueprint has helped businesses just like yours > We're already seeing results from just doing some of the initial recommendations on our strategy." ![ethan_elser_PACE_Equity_strategy_testimonial](https://www.trendingupstrategy.com/hs-fs/hubfs/Profile_Pictures/ethan_elser_PACE_Equity.jpg?width=71&name=ethan_elser_PACE_Equity.jpg "ethan_elser_PACE_Equity_strategy_testimonial")**Ethan Elser, ***PACE Equity* ### Start My Blueprint [![](https://www.trendingupstrategy.com/hs-fs/hubfs/logos/Trending%20Up%20-%20Logo%20-%20Horizontal%20-%20Color.png?width=400&height=133&name=Trending%20Up%20-%20Logo%20-%20Horizontal%20-%20Color.png)](http://trendingupstrategy.com) ### 1870 The Exchange Suite 200 #357 Atlanta, GA 30339-2021   ### 720.213.8437   ### info@trendingupstrategy.com ![gold-horizontal-white](https://www.trendingupstrategy.com/hs-fs/hubfs/gold-horizontal-white.png?width=220&height=71&name=gold-horizontal-white.png "gold-horizontal-white") ### From Our Blog ### Sign Up for Updates           © 2026 Trending Up Strategy [Privacy Policy](https://www.julcreative.com/privacy-policy)  |  [Terms & Conditions](https://www.julcreative.com/terms-and-conditions)