Opal

How do you distinguish yourself in a sea of wealth management companies?

For Opal, it’s all about building trust with their clients. I was hired to keep messaging clear, consistent, and above all else — trustworthy.

Opal has a fantastic newsletter, and they do a good job of using efficient UX copy to convince users to sign up.

Newsletters are a great way to continuously deliver value to your customers, build long-term relationships, and ultimately sell your product or service. Not only does a good newsletter build rapport and brand awareness, it also allows you to collect names for your mailing list. Still, companies need to give people compelling reasons to sign up.

Let’s take a look at how Opal goes about this below.

UX Writing Edits - Newsletter Sign Up

Opal knows that the word “newsletter” can be intimidating for users. That’s why they don’t even mention the word! “Insights” is less daunting than the word “newsletter.”
“Financial strategies, tools, and tips” is good…but can they be more specific?
Social proof is extremely persuasive. Since Opal has a lot of subscribers, they can use that to their advantage. They should call out, “Join over XXX subscribers!”
A question users may wonder: “How often does the newsletter come?” I’d add “Weekly” to Opal Insights. No one wants to be surprised by the cadence.

What if we could persuade people to sign up using benefits instead of features? For example, “Enjoy access to our most powerful strategies, tools, and tips that will help you: