The Challenge

Following the merger of Finance of America Reverse and AAG, the organization entered a significantly more restrictive legal and compliance environment. Content topics, publishing standards, and customer communications that had previously been permitted were now subject to new regulatory requirements. With the merger, company strategy also shifted focus away from brand building top of funnel work to more heavily on mid-funnel activities.

The existing editorial model was no longer sustainable in light of these changes. The challenge was to redesign the content strategy, governance model, and content library to operate within a highly regulated environment and focus more on product education while preserving clarity, usefulness, and customer trust.

Results & Impact

• Launched a compliant consumer-facing education center following the merger

• Delivered a structured educational content library supporting customer education and sales enablement

• Established governance standards that balanced regulatory requirements with readability and transparency

• Enabled continued publication of customer-focused educational content during a significant organizational and regulatory transition

Education Center Article Samples