Press Release Boilerplate: 7 Fixes for Fintech and Finance
Ask ten teams which part of their latest announcement is weakest, and almost nobody names the final paragraph. Yet the press release boilerplate is the part most likely to be copied, quoted, and read with nothing else from the release beside it. If yours was written years ago and never touched, the seven fixes below will show you where it quietly loses credibility.
What Is a Press Release Boilerplate?
A press release boilerplate is the short, standing description of your company that closes every announcement, usually under an "About [Company]" heading and above the media contact. It answers three questions: who you are, what you do, and where to learn more. Most run between 80 and 120 words, and the wording stays identical from release to release until a real fact changes.
Think of it as your company's official one-paragraph introduction. Readers use it to place you, editors paste it into background notes, and AI tools often summarise it when someone asks about your business.
Fix 1: Swap the Adjectives for a Category
If your first sentence could describe a thousand competitors, it describes none of them. Words like "leading," "innovative," and "world-class" tell a reader nothing unless a third party awarded the title. Open with a plain category noun instead: a broker, an exchange, a lender, a payments processor, a regtech vendor. Then add the customer.
Compare "a cutting-edge financial solutions provider" with "a lender for small manufacturers." The second is shorter, clearer, and far easier for a journalist to repeat.
Fix 2: Put the Customer Before the Mission
Mission statements feel important to the people who wrote them and forgettable to everyone else. A press release company description works harder when it says who you serve and what changes for them. If a mission line survives, place it last, and keep it only if no competitor could say the same sentence.
Short listings and wire summaries trim from the bottom, so the sentence that matters most should sit first.
Fix 3: Give Every Number a Paper Trail
Founding year, client count, markets served, awards: each is a claim, and in finance, claims get checked. Before you keep one, note where a reader could confirm it, such as a regulator's register, an audited report, or the awarding body's own page. If you cannot point to a source, cut it.
Stale round figures are the most common offender. Nobody remembers to update "over 500 clients" after the client base changes.
Fix 4: Name the Licensed Entity, Not the Whole Group
A financial press release boilerplate is read by compliance teams and regulators, so vagueness costs more here than in most sectors. If a product is offered by one licensed company inside a larger group, name that company and its regulator.
- Leave out performance language such as returns, win rates, or "tightest spreads."
- Keep risk wording in a separate disclaimer beneath the paragraph.
- If you serve several regions, hold one variant per jurisdiction so the text never implies an authorisation you do not have.
Fix 5: Retire Facts That Have Aged
Boilerplates rarely fail on day one. They fail slowly, when a product is retired, an office moves, or a licence changes and the paragraph stays frozen. Review it every quarter and after any trigger event: an acquisition, a rebrand, a new licence, a leadership change.
Store three approved lengths in one shared document, roughly 40, 100, and 200 words, so nobody improvises from memory the night before a launch.
Fix 6: Make It Survive Being Copied
Once a release is syndicated, your closing paragraph may appear alone, with formatting stripped and links reduced to plain text. Write the full web address instead of "click here," avoid phrases like "as announced above," and make sure every sentence works without the body copy.
This is also a practical way to judge a provider. When comparing options for financial press release distribution, ask whether the About paragraph is published exactly as submitted and whether the outlet list is shown before you pay. A service that edits your closing paragraph edits how the market describes you.
Fix 7: Write for the Reader Who Landed There by Accident
Many readers meet a financial announcement on a news or market-data page, not on your website. They never searched your name, and they scan fast. With a press release on investing.com, the boilerplate may be the only place that explains who stands behind the announcement.
Make it answer the sceptic's first question: is this a real, regulated business, and what does it do? A plain category, one verifiable proof point, and a working link are usually enough.
A Hypothetical Before and After
Before: "[Company Name] is a next-generation fintech ecosystem empowering the future of compliance."
After: "[Company Name] provides trade-reporting software for investment firms. Founded in [year], its platform submits reports to [number] regulators and is used by [number] firms in [regions]. Learn more at [website]."
Fintech company boilerplate examples like this work because each sentence is specific enough to check and short enough to quote. The company here is invented, and every bracket should be replaced with a fact you can verify.
Quick Check Before You Publish
Run your press release boilerplate through five questions before the next release goes out:
- Does the first sentence name a category and a customer?
- Can every number be traced to a source?
- Is the licensed entity named correctly?
- Does the link still work as plain text?
- Does it match your website and LinkedIn descriptions?
Put the Fixes in Order
You do not need to rewrite everything at once. Start with fixes 1 and 4, because they shape how readers and compliance teams see you first. Then audit the numbers, remove stale facts, and test the paragraph on a third-party page.
When the paragraph reads cleanly on its own, send it through a fintech press release distribution partner that keeps it intact, so every outlet carries the version your team approved.
FAQs
1. What should a boilerplate in a press release include?
Company name and category, the customer you serve, one or two verifiable proof points, and a website. A media contact can sit below it. Skip slogans, superlatives, and promotional claims, which weaken credibility.
2. How do I know if my boilerplate is too long?
Past roughly 120 words it starts reading like a brochure. Aim near 100 words, and keep a 40-word version ready for social posts and short wire fields where space is tight.
3. Can I use one company boilerplate for every press release?
Yes, and consistency helps. Change it only when a fact changes, such as a licence, product, or ownership update, and make sure every outlet receives the same approved version.
4. Do financial brands need a separate disclaimer?
Usually yes. Risk warnings and forward-looking statements belong beneath the boilerplate rather than inside it, and compliance should review the wording for each region you target.
Disclaimer: Company names, figures, and the sample paragraph in this post are invented for illustration. Nothing here is legal, financial, or regulatory advice, so have your compliance adviser review any wording before it goes live.

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