Financial Services Campaigns + Member Marketing for
Wescom Financial

Wescom Financial’s partnerships with UCLA and Knott’s Berry Farm create opportunities to make financial products feel relevant through experiences people already care about. My work has focused on turning credit card benefits, member offers, and financial messaging into approachable campaigns that balance personality with the clarity and precision required in financial services.

Client: Wescom Financial
Role: Senior Copywriter, Campaign Strategist

The Challenge

Financial products come with detailed benefits, eligibility requirements, and disclosures, but the audience shouldn’t have to work to understand why an offer matters. The challenge was to bring Wescom’s products into the worlds of UCLA athletics, Knott’s Berry Farm, and the broader community in ways that felt natural to each audience while staying clear, accurate, and on-brand.

Key Challenges:

  • Make financial products approachable without oversimplifying the offer

  • Adapt Wescom’s voice to distinct partnership audiences

  • Balance promotional messaging with required financial details and disclosures

  • Carry a consistent campaign idea across different formats and stages of the customer journey

The Strategy

The work starts with the audience and the experience already meaningful to them. Rather than leading with the financial product itself, messaging connects Wescom’s benefits to game days, family experiences, rewards, and community involvement—giving the product a relevant role in something the audience already values.


Strategic Goals:

  • Lead with audience value before financial details

  • Give partnership campaigns a voice that feels specific to the experience

  • Create clear paths from awareness and interest to application or entry

  • Keep messaging flexible enough to work across email, digital, print, and community-facing asset

  • Maintain clarity and consistency within a regulated category

Execution

Across ongoing Wescom work, I’ve developed campaign copy that moves between acquisition, engagement, partnership marketing, and community storytelling while maintaining a consistent financial-services voice.

  • Multi-email campaign sequences

  • Credit card acquisition campaigns

  • Partnership marketing for UCLA + Knott’s Berry Farm

  • Digital banners

  • Print + point-of-sale collateral

  • Community marketing

  • Campaign messaging + CTAs

EMAIL SEQUENCES

A multi-stage email campaign designed to turn a financial product into part of the UCLA game-day experience. Messaging moves from driving entry to sustaining excitement after conversion, while reinforcing the broader value of being a Wescom cardholder.

KNOTT’S BERRY FARM PARTNERSHIP

Acquisition messaging built around the experiences Knott’s visitors already value, translating cash-back benefits and card incentives into clear reasons to apply across email and point-of-sale environments.

DIGITAL BANNERS