6 Best Practices for UX Writing in FinTech

UX writing has a direct impact on business. It streamlines complex payment processes, minimizes errors, and boosts user satisfaction—leading to lower churn and higher retention.

Here are 6 best practices for UX writing for FinTech:

 Lead with Action 

Be explicit in what the user needs to do. Replace vague terms like “Continue” with “Submit Payment” to eliminate confusion and guide users.

 Set Expectations 

Guide users through complex workflows. A clear step like, “Step 2 of 4: CFO Approval Required,” ensures they know what’s next, reducing frustration.

Use Simple Language 

Simplify financial jargon. Terms like “ACH Remittance” become “electronic transfer,” making processes clearer, preventing errors, and enhancing user trust.

Assume Expertise, But Clarify 

In B2B FinTech, users may have varying financial expertise. Ensure your UX writing communicates complex financial processes without assuming all users are experts. 

For example, replace overly technical terms like “Reconciliation Process” with “Matching Payments to Invoices,” giving advanced users what they need without losing beginners.

Test for Results 

Test everything. Does “Request Approval” outperform “Submit Invoice”? Small tweaks improve conversion rates. Let data guide your copy decisions.

 Support Without Blame 

In case of errors, avoid frustrating your users. Instead of “Incorrect Account Number,” use “It looks like the account number is missing—please update it to proceed.” Help users solve problems while keeping the tone supportive 

Conclusion

UX writing is a critical component of creating a great user experience in FinTech. By using plain language, keeping it concise, providing clear calls-to-action, using human language, and testing and iterating, you can create a product that users will love.

Leading financial institutions and innovative fintechs trust WDIR to make UX their unfair advantage in B2B payments. Get in touch today!