Creative
How do I run case studies in financial marketing compliantly?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do I run case studies in financial marketing compliantly?
Use anonymised detail, real structure, quantified outcomes, balanced risk language, and client permission. Log as a promotion with sign-off and expiry.
Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
Structure
- Situation (anonymised)
- Advice given (high-level, not replicable advice)
- Outcome (quantified but in bands)
- Caveat: past performance is not a guide
- Client permission on file
Sign-off
Treat each case study as a financial promotion; expire after 12 months.
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