What we do
Recast Financial helps regulated financial firms get more value from the content they already have and helps build what they still need without introducing compliance risk, factual errors, or brand inconsistency. With more than 20 years of experience working with FINRA and SEC-regulated broker-dealers and RIAs, we bring the subject-matter depth and compliance fluency that generalist agencies can’t offer.
Content Remediation and Migration
Mergers, acquisitions, and rebrands leave firms with content libraries that are off-brand, factually outdated, or no longer compliant. We audit, rewrite, and clear legacy content so it can be safely republished under your current brand standards — without losing the educational depth that made it valuable in the first place. This is what we did for Schwab following the TD Ameritrade acquisition, across video scripts, articles, and online courses over an 18-month engagement.
Product Launch Content
Bringing a new financial product to market means building an educational foundation that’s accurate, accessible, and compliance-ready — often on a tight deadline. We develop the articles, video scripts, course materials, and presentation content that help investors understand what they’re being offered and why it matters. We supported Robinhood’s launch of index options and futures trading across a five-month engagement, producing a complete educational content suite in time for the public unveiling.
Ongoing Editorial Support
Many firms don’t need a full-time senior editor — they need one they can rely on. We provide retainer-based and hourly editorial support for marketing teams producing higher volumes of content, experimenting with AI-generated drafts, or simply needing experienced judgment before material goes live. That means editing and fact-checking articles and commentaries, reviewing content against FINRA and SEC communications standards, and acting as a second set of eyes that catches problems before compliance does.
Content Modernization
Older content doesn’t have to be rebuilt from scratch to be useful again. We help firms update and reformat existing assets — converting text-based materials into video scripts, refreshing dated explainers with current language and visuals, and using AI-assisted production workflows to extend the life of primary content across channels. The goal is leverage: more reach and more value from work already done.
Compliance Companion
As an optional addition to any engagement, Recast Financial offers pre-review support through Compliance Companion, a custom GPT built on FINRA and SEC guidance covering communications with the public. It helps catch issues early, reduce revision cycles, and give your team a faster path to compliance approval. [Find it here.]
Ready to talk?
If you’re looking for a content partner who can plug into your workflow and help build out a system that scales high impact content, we’d like to hear from you.